Mortgage Development Specialist

4 weeks ago

Edmonton, Alberta, Canada BMO Full time
Role Overview

BMO is seeking a skilled Mortgage Development Specialist to join our team. This role involves cultivating relationships with referral networks, identifying sales opportunities, and developing effective marketing programs to drive business results.

Responsibilities
  • Cultivate and build relationships with a referral network to generate mortgage business and increase BMO's share of the home financing market.
  • Proactively contact referral and origination sources to discuss home financing solutions.
  • Assist with the implementation of targeted marketing programs, promotions, and other initiatives.
  • Search for cross-sell and up-sell opportunities to position within the branch and achieve individual sales and profitability goals.
  • Support the delivery of targeted marketing programs, promotions, and other initiatives.
  • Expand the referral network by obtaining referrals and originations from existing relationships.
  • Establish and enhance the Bank's community presence through participation in trade shows, conferences, and related events.
  • Serve as a customer advocate during application and processing activities.
  • Complete onboarding activities as required.
  • Deliver exceptional customer service that builds trust through expertise, responsive service, and support.
  • Guide customers throughout the mortgage application and processing activities.
  • Partner with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs.
  • Resolve or escalate issues to meet customer expectations and ensure funds are advanced in a timely manner.
  • Provide customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g., everyday banking, lending, and investment) and refer to appropriate BMO partners.
  • Stay abreast of consumer needs, industry trends, best practices, and regulatory requirements for mortgage products and services.
  • Address customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution.
Requirements
  • A minimum of 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.
  • Strong interpersonal, sales, customer service, and negotiation skills.
  • 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.
  • Strong knowledge of the broader real estate industry and mortgage market.
  • Specialized knowledge from education and/or business experience.
  • Verbal and written communication skills - In-depth.
  • Collaboration and team skills - In-depth.
  • Analytical and problem-solving skills - In-depth.
  • Influence skills - In-depth.
Salary and Benefits

The estimated salary for this role is $80,000-$110,000 per year, based on location, skills, experience, education, and qualifications. The salary may include a commission structure.

BMO Financial Group offers a comprehensive compensation package, including performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

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