Mortgage Specialist
4 weeks ago
About the Role:
We are seeking a highly skilled and motivated Mortgage Specialist to join our team at BMO. As a Mortgage Specialist, you will be responsible for cultivating and building relationships with a referral network to build a pipeline of new mortgage business and increase BMO's share of the home financing market.
Key Responsibilities:
- Proactively contact referral and origination sources to discuss home financing solutions.
- Assist with the implementation of targeted marketing programs, promotions, and other initiatives.
- Actively search for cross-sell and up-sell opportunities to position to the branch to achieve individual sales and profitability goals.
- Support the delivery of targeted marketing programs, promotions, and other initiatives.
- Seek opportunities to expand network by obtaining referrals and originations from existing relationships.
- Establish and enhance the Bank's community presence by participating 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 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 and refer to appropriate BMO partners.
- Stay abreast of consumer needs, industry trends, best practices, and the regulatory requirements, policies, and procedures 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.
- 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 implementation of solutions.
- Support the execution of strategic initiatives in collaboration with internal and external stakeholders.
- Help determine business priorities and best sequence for 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 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 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 network to create strong relationships that generate referrals and mortgage originations for clients requiring real estate lending solutions.
- Complete all necessary transactions in compliance with guidelines and other requirements to maintain operational integrity.
Requirements:
- 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.
- In-depth understanding of the mortgage lending process and applicable regulatory requirements.
- 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.
- Specialized knowledge from education and/or business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
-
Mortgage Care Specialist
4 days ago
Windsor, Ontario, Canada CB Canada Full timeAbout the JobRocket Mortgage in Canada is looking for a Mortgage Care Specialist to join their team. As a Client Care Specialist, you'll be responsible for communicating with mortgage clients about the necessary loan documents and information needed to move them to final loan approval.Key ResponsibilitiesEffectively communicate with clients using written and...
-
Mortgage Loan Specialist
1 week ago
Windsor, Ontario, Canada BMO Full timeAbout the RoleWe are seeking a highly skilled Mortgage Specialist to join our team at BMO. As a Mortgage Specialist, you will be responsible for cultivating and managing relationships with a referral network to build a pipeline of new mortgage business and increase BMO's share of the home financing market.Key ResponsibilitiesProactively contact referral and...
-
Mortgage Specialist
1 month ago
Windsor, Ontario, Canada BMO Full timeAbout the RoleBMO is seeking a highly skilled Mortgage Specialist to join our team. As a key member of our retail banking sales and service team, you will play a critical role in helping customers achieve their dream of home ownership.Key ResponsibilitiesCultivate and build relationships with a referral network to generate new mortgage business and increase...
-
Mortgage Specialist
1 month ago
Windsor, Ontario, Canada BMO Full timeAbout the RoleBMO is seeking a highly skilled Mortgage Specialist to join our team. As a key member of our retail banking sales and service team, you will play a critical role in helping customers achieve their dream of home ownership.Key ResponsibilitiesCultivate and build relationships with a referral network to generate new mortgage business and increase...
-
Mortgage Business Development Specialist
3 weeks ago
Windsor, Ontario, Canada BMO Full timePosition OverviewBMO Mortgage SpecialistKey ResponsibilitiesCultivate, Build, and Manage Relationships with a Referral NetworkDevelop 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...
-
Mobile Mortgage Specialist
4 weeks ago
Windsor, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeJob SummaryWe are seeking a highly skilled Mortgage Lending Professional to join our team at The Toronto-Dominion Bank (Canada). As a key member of our mortgage lending team, you will be responsible for providing exceptional customer service and delivering legendary customer experiences to our clients.Key ResponsibilitiesIdentify client life and financial...
-
Mortgage Financing Specialist
3 weeks ago
Windsor, Ontario, Canada TD Full timeJob Description:Customer Facing Role:We are seeking a Mortgage Financing Specialist to join our team, responsible for identifying client life and financial goals, providing recommendations, and ongoing relationship/portfolio management.The ideal candidate will have broad general knowledge of all other products to identify cross-sell opportunities and/or...
-
Mortgage Client Service Representative
1 month ago
Windsor, Ontario, Canada CB Canada Full timeAbout the RoleAt CB Canada, we're revolutionizing the way people get mortgages. As a Client Care Specialist, you'll play a crucial role in communicating with our mortgage clients about the necessary loan documents and information needed to move them to final loan approval.Key ResponsibilitiesEffectively communicate with clients using written and verbal...
-
Mortgage Specialist
1 month ago
Windsor, Ontario, Canada BMO Full timeKey Responsibilities:Cultivate and manage relationships with referral networks to generate new mortgage business and increase BMO's market share.Identify sales opportunities and refer them to BMO colleagues as appropriate.Develop and execute effective marketing and sales programs to drive business results.Follow corporate policies, operating directives,...
-
Professional Banking Specialist
5 days ago
Windsor, Ontario, Canada National Bank Full timeAt National Bank, we are seeking a motivated and customer-focused individual to join our team as a Banking Advisor. This dynamic role offers the opportunity to make a positive impact on people's lives by providing expert financial advice and solutions.The successful candidate will have the ability to adopt a friendly approach and use analytical skills to...
-
Financial Services Professional
4 weeks ago
Windsor, Ontario, Canada National Bank Full timeAbout the Role:The National Bank is seeking a skilled Banking Advisor to join our team. As a Banking Advisor, you will be responsible for providing exceptional client service and building strong relationships with our clients.Key Responsibilities:Listen to clients' needs and resolve complex situations.Provide advice and offer appropriate solutions for...
-
Senior Underwriting Specialist
4 weeks ago
Windsor, Ontario, Canada CB Canada Full timeAs a Senior Underwriting Specialist at CB Canada, you will play a critical role in analyzing and verifying loan applications, evaluating risk, and making loan eligibility decisions. Your expertise will ensure that all documentation is compliant with relevant regulations, and you will work closely with the leadership team to escalate unusual or complex...
-
Senior Banking Consultant
2 weeks ago
Windsor, Ontario, Canada National Bank Full timeJob Summary: We are seeking an experienced Banking Advisor to join our team at National Bank. The ideal candidate will have a college diploma or equivalent, advisory service experience, and an inclusive attitude.Key Responsibilities:Provide a people-centric experience for branch clients, adopting a friendly approach.Offer advice on Personal and Small...
-
Professional Banking Services Coordinator
3 weeks ago
Windsor, Ontario, Canada National Bank Full timeAbout the RoleAs a Banking Advisor at National Bank, you will play a key role in providing expert advice and guidance to clients, helping them achieve their financial goals. You will work closely with a team of experts to deliver a people-centric experience, leveraging your analytical skills to offer tailored solutions to clients.Key ResponsibilitiesOffer...
-
Financial Services Professional
1 week ago
Windsor, Ontario, Canada National Bank Full timeAbout This RoleAt National Bank, we're dedicated to helping our clients achieve their goals and improve their lives. As a Banking Advisor, you'll play a critical role in providing exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesListen to clients' needs and resolve complex situations.Provide expert advice...
-
Banking Advisor
1 month ago
Windsor, Ontario, Canada National Bank Full time{"title": "Banking Advisor", "description": "Job SummaryAs a Banking Advisor at National Bank, you will play a key role in providing exceptional client service and building strong relationships with our clients. You will be responsible for listening to clients' needs, resolving complex situations, and offering advice and solutions to meet their transaction,...
-
Financial Services Representative
7 days ago
Windsor, Ontario, Canada National Bank Full timeUnlock your potential in a dynamic role as a Financial Services Representative with National Bank. This exciting opportunity allows you to live your ambitions and make a positive impact on the lives of clients and colleagues alike.A career in this field offers varied experiences, allowing you to adopt a friendly approach and utilize your analytical skills to...
-
Senior Post Fund Quality Assurance Specialist
3 weeks ago
Windsor, Ontario, Canada CB Canada Full timeKey ResponsibilitiesAs a Senior Post Fund Quality Assurance Analyst at CB Canada, you will conduct pre and post fund reviews of a sample of deals to ensure adherence to internal guidelines, policies and standards. This role is critical to ensuring the quality of our mortgage products and services.ResponsibilitiesReview samples of loans pre-funding to ensure...
-
Mortgage Specialist
1 month ago
Windsor, Canada BMO Financial Group Full time200 Ouellette Avenue Windsor Ontario,N9A 1A5 Join BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Mortgage Specialist can offer you all that and much more. Expect to fill an important and rewarding role - helping...
-
Mortgage Specialist
1 month ago
Windsor, Canada BMO Full timeApplication Deadline: 10/30/2024 Address: 200 Ouellette Avenue Job Family Group: Retail Banking Sales & Service Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Mortgage Specialist can offer you all that and...
-
Mortgage Agent/broker
2 months ago
Windsor, Canada Breezeful Full time**Who are we?** **Nationwide**: Breezeful is Canada's tech-enabled mortgage brokerage operating in Ontario, British Columbia, Alberta, New Brunswick, Saskatchewan and Nova Scotia. **We're proudly backed and under Dominion Lending Center (DLC), boasting an impressive mortgage volume exceeding $50B.** **Training**: Breezeful Academy, Canada’s #1 brokerage...
-
Mobile Mortgage Specialist
3 weeks ago
Windsor, Canada TD Full timeWork Location: Windsor, Ontario, Canada Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: 0 - 0 CADThis role is eligible for commission based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague...
-
Client Care Specialist
6 months ago
Windsor, Canada CB Canada Full timeWorking for Rocket Mortgage in Canada means more opportunities for you to carve your own career path forward. From our desire to revolutionize the way people get mortgages to addressing challenges big or small with outside-the-box solutions, we’re not your typical employer. We’ll provide you with everything you need to make sure you’re successful...
-
Mobile Mortgage Specialist
3 weeks ago
Windsor, Ontario, K6U, CA TD Full timeWork Location:Windsor, Ontario, CanadaHours:37.5Line of Business:Personal & Commercial BankingPay Details:0 - 0 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD....
-
Mortgage Specialist
3 weeks ago
windsor, Canada BMO Financial Group Full timeApplication Deadline:11/29/2024Address:200 Ouellette AvenueJob Family Group:Retail Banking Sales & ServiceJoin BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO®
-
Mobile Mortgage Specialist
3 weeks ago
windsor, Canada TD Full timeWork Location:Windsor, Ontario, CanadaHours:37.5Line of Business:Personal & Commercial BankingPay Details:0 - 0 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill developm
-
Financial Service Administrator
2 months ago
Windsor, Canada Meridian Credit Union Full timep>At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. h3>Our Retail Banking Practice: Our vision is to be recognized as the financial institution that has the most local impact, supported by a purposeful value proposition to our Members.We have a passion for ensuring we maintain our tradition...
-
Banking Advisor
6 months ago
Windsor, Canada National Bank of Canada Full timeA career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers...
-
Financial Services Associate
2 months ago
Windsor, Canada Meridian Credit Union Full time**Why Meridian?** At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. **Find our story here**:About Meridian**: **Our Retail Banking Practice**: Our vision is to be recognized as the financial...
-
Financial Services Associate
3 days ago
Windsor, Canada Meridian Credit Union Full time**Why Meridian?** At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. **Find our story here**:About Meridian**: **Our Retail Banking Practice**: Our vision is to be recognized as the financial...
-
Financial Services Associate
3 days ago
Windsor, Canada Meridian Full timeDescription "> Why Meridian? At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. Find our story here: Our Retail Banking Practice: Our vision is to be recognized as...