Home Lending Specialist

1 month ago

Leduc, Alberta, Canada BMO Full time
Unlock Your Potential with BMO

Are you looking for a challenging and rewarding role where you can utilize your skills to drive business results? As a Mortgage Advisor, you will play a key part in helping customers achieve their dream of home ownership. With our industry-leading training and support, you will be empowered to build strong relationships with an internal referral network, identifying sales opportunities and referring to BMO colleagues as necessary.

Cultivate, build, and manage relationships with an internal referral network to develop a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identify sales opportunities and refer to BMO colleagues as appropriate. Develop and execute effective marketing and sales programs to drive business outcomes. Adhere to corporate policies, operating directives, legal, and regulatory requirements.

  • Actively search for cross-sell and up-sell opportunities for presentation 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 your network by obtaining referrals and originations from existing relationships.
  • 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 the 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 (e.g., everyday banking, lending, and investment) 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.
  • Coordinate and execute specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
  • 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.
  • Execute routine tasks (e.g., service requests, transactions, queries, etc.) within relevant service level agreements.
  • Organize work information to ensure accuracy and completeness.
  • Engage with the 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.
  • Complete complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
  • Analyze issues and determine next steps.
Compensation and Benefits

The estimated salary for this position is between $60,000 and $80,000 per annum, based on factors such as location, skills, experience, education, and qualifications for the role. This salary represents BMO Financial Group's expected target for the first year in this position.

In addition to competitive compensation, BMO offers a comprehensive total compensation package that includes performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

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