Mortgage Business Development Specialist

2 weeks ago

Penticton, British Columbia, Canada BMO Full time
About the Role

BMO is seeking a highly skilled Mortgage Specialist to join our team. As a Mortgage Specialist, you will play a critical role in helping customers achieve their dream of home ownership.

Key Responsibilities
  • Develop and execute effective marketing and sales programs to drive business results.
  • Cultivate, build, and manage relationships with a third-party network of referral sources to build a pipeline of new mortgage business.
  • Actively identify sales opportunities and refer to BMO colleagues as appropriate.
  • Provide expert knowledge of self-management and teamwork, personal lending, relationship sales and management.
  • Collaborate with branch teams to properly hand off customers to finalize mortgage documentation.
  • Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.
  • Identify client needs for banking products (e.g. everyday banking, lending, and investment) and refer to appropriate BMO partners.
  • Develop solutions and make recommendations based on an understanding of the business strategy and stakeholder needs.
  • 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.
  • Documents 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.
  • Engage with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions.
  • Sell real estate lending and insurance products and identifies and initiates cross-sell opportunities and referrals in the best interest of the customer.
  • Verify mortgage approvals for compliance with regulatory requirements and operational and credit policies.
  • Participate in projects and other activities designed to improve the customer experience.
  • Liaise between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise.
  • Complete all necessary transactional documentation in compliance with security measures.
  • Ensure adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.
  • Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures.
  • Follows security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation.
  • Protects the Bank's assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements and established risk guidelines.
  • Understands risks and takes appropriate actions as they relate to personal banking, deposit and investment products, including all documentation, and any other requirements to maintain operational integrity.
  • Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures.
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.
  • Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.
  • 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.
What We Offer

BMO offers a competitive compensation package, including a commission structure, as well as opportunities for professional growth and development. We are committed to creating a diverse and inclusive workplace, and we welcome applications from qualified candidates from all backgrounds.

At BMO, we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

To find out more, visit us at https://www.bmo.com.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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