Mortgage Specialist

1 month ago

Richmond Hill, Ontario, Canada BMO Full time

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.

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.
  • 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.

About BMO:

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.

  • Mortgage Specialist

    4 weeks ago

    Richmond Hill, Ontario, Canada BMO Full time

    Mortgage Specialist Job DescriptionAbout the Role:We 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...

  • Mortgage Specialist

    4 weeks ago

    Richmond Hill, Ontario, Canada BMO Full time

    About the RoleBMO is seeking a highly skilled Mortgage Specialist to join our team. As a Mortgage Specialist, you will play a crucial 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 BMO's share of the home financing...

  • Mortgage Specialist

    4 weeks ago

    Richmond Hill, Ontario, Canada BMO Full time

    About the RoleBMO 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 ResponsibilitiesCultivate and build relationships with a referral network to generate new mortgage business and increase BMO's share of the home financing...

  • Real Estate Transaction Specialist

    1 week ago

    Richmond Hill, Ontario, Canada Keller Williams Empowered Realty Full time

    About the RoleWe are seeking a highly motivated and organized individual to join our team as a Real Estate Transaction Specialist. In this role, you will be responsible for providing exceptional customer service to our valued clients while ensuring the smooth execution of real estate transactions.Key Responsibilities:Aid real estate agents and clientele with...

  • Real Estate Law Clerk

    4 weeks ago

    Richmond Hill, Ontario, Canada Linds & Associates Full time

    Real Estate Law ClerkPermanentRichmond Hill, OntarioJOB-1545 Richmond HillOur client, a reputable and highly regarded Richmond Hill law firm, is seeking a seasoned Real Estate Law Clerk to join its team. In this role, you will be involved in both Residential and Commercial Real Estate transactions. The ability to handle Residential transactions, including...

  • Real Estate Transaction Specialist

    7 days ago

    Richmond Hill, Ontario, Canada Linds & Associates Full time

    At Linds & Associates, we are seeking a skilled Real Estate Law Clerk to join our team. This permanent position is located in Richmond Hill, Ontario.Job SummaryThe ideal candidate will possess strong analytical skills and be able to handle residential and commercial real estate transactions with ease. In this role, you will be responsible for managing...

  • Real Estate Law Clerk Specialist for Richmond Hill Firm

    1 week ago

    Richmond Hill, Ontario, Canada Linds & Associates Full time

    Job SummaryWe are seeking an experienced Real Estate Law Clerk to join our team at Linds & Associates in Richmond Hill, Ontario. In this role, you will be responsible for handling both residential and commercial real estate transactions.Key Responsibilities:Assist with residential transactions including purchase, sales, mortgages, and re-financings.Maintain...

  • Commercial Real Estate Legal Specialist

    1 month ago

    Richmond Hill, Ontario, Canada Linds & Associates Full time

    Commercial Real Estate Legal AssistantWe are seeking a highly skilled and experienced Commercial Real Estate Legal Assistant to join our team at Linds & Associates Ltd. in Toronto, Ontario.Key Responsibilities:Assist with the preparation and completion of all necessary documentation for commercial real estate purchase, sale, and mortgage transactions from...

  • Residential Mortgage Client Specialist

    4 days ago

    Richmond Hill, Canada Dravit Mortgage Agency Inc. Full time

    Join a Growing Team Dedicated to Exceptional Service Are you a natural communicator with a passion for helping others? Do you thrive in a fast-paced, dynamic environment and enjoy guiding clients through complex processes? If so, we have an exciting opportunity for you! We are seeking a highly motivated Residential Mortgage Client Specialist to join our...

  • Mortgage Specialist

    2 months ago

    Richmond Hill, Canada BMO Full time

    Application Deadline: 11/29/2024 Address: 1070 Major Mackenzie Dr E 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...

  • Mortgage Specialist

    2 months ago

    Richmond Hill, Canada BMO Full time

    Application Deadline: 11/29/2024 Address: 9350 Yonge Street 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 much...

  • Mortgage Specialist

    2 months ago

    Richmond Hill, Canada BMO Full time

    Application Deadline: 11/29/2024 Address: 1070 Major Mackenzie Dr E 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...

  • Mortgage Specialist

    5 months ago

    Richmond Hill, Canada BMO Financial Group Full time

    11680 Yonge Street Richmond Hill Ontario,L4E 0K4 Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales...

  • Mortgage Specialists

    5 months ago

    Richmond Hill, Canada BMO Financial Group Full time

    1070 Major Mackenzie Dr E Richmond Hill Ontario,L4S 1P3 Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and...

  • Mortgage Specialist

    6 months ago

    Richmond Hill, Canada BMO Financial Group Full time

    9350 Yonge Street Richmond Hill Ontario,L4C 5G2 Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales...

  • Mortgage Specialist

    6 months ago

    Richmond Hill, Canada BMO Financial Group Full time

    9350 Yonge Street Richmond Hill Ontario,L4C 5G2 Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective...

  • Mortgage Development Manager

    5 months ago

    Richmond Hill, Canada National Bank of Canada Full time

    Youtube Video With National Bank, you benefit from working with a large established company, covering a large territory ,-with all the potential it has to offer-, and enjoying flexible working conditions, while helping local people build their lives. **Your Role** - Provide exceptional customer service by supporting our clients in the development of...

  • Mortgage Development Manager

    1 week ago

    Richmond Hill, Canada National Bank of Canada Full time

    Youtube Video With National Bank, you benefit from working with a large established company, covering a large territory ,-with all the potential it has to offer-, and enjoying flexible working conditions, while helping local people build their lives. **Your Role** - Provide exceptional customer service by supporting our clients in the development of...

  • Mortgage Development Manager

    1 week ago

    Richmond Hill, Canada National Bank Full time

    Attendance Hybrid Job number 23488 Category Intermediate Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 18-Nov-2024 Location: Richmond Hill, Ontario City Richmond Hill Province/State Ontario Area of Interest: Advisory services, Mortgage products Youtube Video With National Bank, you...

  • Advertising Specialist

    6 months ago

    Richmond Hill, Canada Prime Finance Full time

    Prime Finance, a premier mortgage brokerage is seeking a talented Advertising Specialist to join our team and help us in achieving excellence in our marketing efforts. **Position Overview**: As our Advertising Specialist, you will play a crucial role in driving our digital marketing campaigns to new heights. You will be responsible for creating and...

  • Mortgage Specialist

    4 weeks ago

    richmond hill, Canada BMO Financial Group Full time

    Date limite pour présenter sa candidature :11/29/2024Adresse :1070 Major Mackenzie Dr EGroupe de famille d'emploi :Ventes et service, Services bancaires aux particuliersJoin BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into

  • Real Estate Administrative Assistant

    6 months ago

    Richmond Hill, Canada T-ONE GROUP Realty Inc., Brokerage Full time

    This position is to provide support to a growing real estate team. You will be responsible for administration, social media, as well as but not limited to, other duties as described herein. Real Estate administration experience is highly preferred. Location: Richmond Hill , Permanent **Salary**: $18.00 - $20.00 based on experience Responsibilities...

  • Financial Services Associate

    2 months ago

    Richmond Hill, 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 Representative

    4 weeks ago

    Richmond, British Columbia, Canada NBC Full time

    Job SummaryAs a Banking Advisor at National Bank, you will play a vital role in providing exceptional client experiences and driving business growth. This dynamic role requires a unique blend of analytical skills, a friendly approach, and a passion for delivering personalized solutions.Key Responsibilities:Listen to clients' needs and resolve complex...

  • Lead Financial Advisor

    7 days ago

    Richmond, British Columbia, Canada NBC Full time

    National Bank of Canada is offering a unique opportunity for a dynamic individual to join our team as a Lead Financial Advisor. This role offers the chance to live your ambitions and have a positive impact on the lives of clients and colleagues alike.As a Lead Financial Advisor, you will adopt a friendly approach and utilize your analytical skills to provide...

  • Banking Advisor

    6 months ago

    Richmond Hill, Canada National Bank of Canada Full time

    Youtube Video A career as a Banking Advisor at National Bank is a versatile and 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, listen actively and offer a people-centric experience for branch clients. **Your job**: -...

  • Banking Advisor

    5 months ago

    Richmond, Canada National Bank of Canada Full time

    Youtube Video A 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...

  • Spécialiste hypothécaire mobile

    4 weeks ago

    Richmond Hill Central, Canada TD Full time

    Lieu de travail : Scarborough, Ontario, Canada Horaire : 37.5 Secteur d’activité : Services bancaires personnels et commerciaux Détails de la rémunération : 0 $/$0 - 0 $/$0 CAD Ce poste est admissible à des revenus de commission. La TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et...