Mortgage Business Development Professional

3 days ago

Ottawa, Ontario, Canada BMO Full time

BMO offers a rewarding career as a Mortgage Specialist, where you'll help customers achieve their dream of home ownership while building your referral network and achieving your full potential. Key Responsibilities:

  • Cultivate relationships with a referral network to generate new mortgage business.
  • Identify sales opportunities and refer them to BMO colleagues.
  • Develop and execute effective marketing and sales programs.
  • Follow corporate policies, operating directives, legal, and regulatory requirements.
  • Proactively contact referral and origination sources to discuss home financing solutions.
  • Assist with targeted marketing programs, promotions, and other initiatives.
  • Search for cross-sell and up-sell opportunities to achieve individual sales and profitability goals.
  • Support the delivery of targeted marketing programs, promotions, and other initiatives.
  • Expand your network by obtaining referrals and originations from existing relationships.
  • Establish and enhance the Bank's community presence.
  • Serve as a customer advocate during application and processing activities.
  • Deliver exceptional customer service and guide customers throughout the mortgage application and processing activities.
  • Partner with branch teams to hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs.
  • Resolve or escalate issues to meet customer expectations and advance funds in a timely manner.
  • Provide customers with friendly, courteous, and professional service to identify client needs for banking products.
  • Stay abreast of consumer needs, industry trends, best practices, and regulatory requirements.
  • Address customer service issues according to established parameters.
  • Develop solutions and make recommendations based on an understanding of the business strategy and stakeholder needs.
  • Provide advice and guidance to assigned business/group on the implementation of solutions.
  • Support the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Help determine business priorities and the best sequence for the execution of business/group strategy.
  • Conduct independent analysis and assessment to resolve strategic issues.
  • Liaise with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.
  • Document updates in BMO's internal systems.
  • Analyze data and information to provide insights and recommendations.
  • Gather and format data into regular and ad-hoc reports and dashboards.
  • Provide input into the planning and implementation of operational programs.
  • Execute routine tasks within relevant service level agreements.
  • Organize work information to ensure accuracy and completeness.
  • Engage with referral networks to create strong relationships that generate referrals and mortgage originations.
  • Complete all necessary transactions in compliance with guidelines and other requirements.

A successful candidate will possess 3-5 years of relevant experience and a post-secondary degree in a related field of study or an equivalent combination of education and experience. The ideal candidate will have strong interpersonal, sales, customer service, and negotiation skills, as well as expert knowledge of self-management and teamwork, personal lending, relationship sales, and management. Functional knowledge of personal banking, investments, trust services, business, and commercial lending, and cash management is also required. Strong knowledge of the broader real estate industry and mortgage market is essential. A strong salary range for this position is $60,000 - $90,000 per year, depending on location and experience.

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