Residential Lending Business Developer

5 days ago


Calgary, Alberta, Canada BMO Financial Full time
About the Role

BMO Financial is seeking a skilled and experienced individual to fill the position of Mortgage Specialist.

This role involves working closely with our referral network to build a pipeline of new mortgage business and increase BMO's share of the home financing market.

  • Develop and implement strategies to cultivate and grow relationships with referral networks.
  • Collaborate with colleagues to design and deliver targeted marketing programs, promotions, and other initiatives.
  • Work closely with branches to provide expert advice and guidance on mortgage products and services.
  • Enhance the Bank's community presence and reputation through participation in trade shows, conferences, and related events.
  • Act as a customer advocate and provide exceptional service to meet their needs and exceed their expectations.
  • Stay up-to-date with industry trends, best practices, and regulatory requirements to ensure we remain competitive.
  • Address customer complaints and concerns in a timely and professional manner.
  • Contribute to the development of solutions and recommendations to improve business outcomes.
  • Support the execution of strategic initiatives and collaborate with internal and external stakeholders.
  • Determine business priorities and sequence for execution of business/group strategy.
  • Conduct independent analysis and assessment to resolve strategic issues.
  • Liaise with various teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.
  • Document updates in BMO's internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems/issues.
  • Analyze data and information to provide insights and recommendations.
  • Gather and format data into regular and ad-hoc reports and dashboards.
  • Provide input into 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 for clients requiring real estate lending solutions.


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