Home Finance Advisor
5 days ago
At BMO Financial, we're committed to helping our customers achieve their dream of homeownership. As a Mortgage Specialist, you'll play a critical role in providing expert advice and guidance to our clients, helping them navigate the complex process of securing a mortgage.
With a strong understanding of the mortgage lending process and applicable regulatory requirements, you'll be responsible for identifying sales opportunities and referring them to our team of experienced loan officers. You'll also work closely with branch teams to ensure seamless handoffs and finalize mortgage documentation.
Your primary goal will be to build relationships with referral sources and cultivate a network of contacts that can help drive new business growth. This may involve attending trade shows and conferences, participating in local events, and engaging with potential clients through social media and other channels.
In addition to your sales and marketing efforts, you'll also provide exceptional customer service, guiding clients through the mortgage application and processing activities with ease. You'll be expected to stay up-to-date on industry trends, best practices, and regulatory requirements, ensuring that you're always equipped to deliver the highest level of service.
This is an exciting opportunity for a motivated and results-driven individual who is passionate about helping others achieve their financial goals. If you have a proven track record in sales, marketing, or customer service, and are looking for a challenging and rewarding role, we encourage you to apply.
- 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.
- 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.
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