Real Estate Lending Professional

2 weeks ago


Vancouver, British Columbia, Canada BMO Financial Group Full time

We are looking for a highly motivated and experienced Mortgage Advisor to join our team. As a Mortgage Advisor, you will be responsible for building and maintaining relationships with internal referral networks to increase BMO's share of the home financing market.

You will actively identify sales opportunities and refer them to BMO colleagues as appropriate. You will develop and execute effective marketing and sales programs to drive business results, following corporate policies, operating directives, legal, and regulatory requirements.

You will work closely with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs. You will resolve or escalate issues to meet customer expectations and ensure funds are advanced in a timely manner.

You will provide 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.

You will stay abreast of consumer needs, industry trends, best practices, and the regulatory requirements, policies, and procedures for mortgage products and services.



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