Mortgage Business Development Specialist

3 weeks ago

Windsor, Ontario, Canada BMO Full time

Position Overview


BMO Mortgage Specialist



Key Responsibilities
Cultivate, Build, and Manage Relationships with a Referral Network

  • Develop and execute effective marketing and sales programs to drive business results.
  • Proactively contact referral and origination sources identified through the creation of national partnerships and/or creates local partnerships to lead discussions about home financing solutions.
  • Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.
  • Seeks opportunities to expand network by obtaining referrals and originations from existing relationships.
  • Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events.
  • Serves as a customer advocate during application and processing activities.
  • Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
  • Guides customers throughout mortgage application and processing activities.
  • Partners with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs.
  • Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.

Provides Customer Service

  • Provides 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.
  • Stays abreast of consumer needs, industry trends, best practices, and the regulatory requirements, policies, and procedures for mortgage products and services.
  • Addresses customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution.

Qualifications

  • Typically between 3 - 5 years of relevant experience and post-secondary degree in 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.
  • Strong negotiation skills.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.

Why BMO?


At BMO, we empower our employees to make a meaningful impact and achieve their full potential. We offer a comprehensive total rewards program that includes competitive pay, benefits, and opportunities for growth and development.

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