Mortgage Business Development Specialist

4 weeks ago


Gatineau, Quebec, Canada BMO Full time
Mortgage Business Development Specialist

We are seeking a highly skilled Mortgage Business Development Specialist to join our team at BMO. As a key member of our retail banking sales and service team, you will be responsible for cultivating and building relationships with a referral network to drive 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 and promotions.
  • Search for cross-sell and up-sell opportunities to position to the branch for individual sales and profitability goals.
  • Support the delivery of targeted marketing programs and promotions.
  • Seek opportunities to expand the network by obtaining referrals and originations from existing relationships.
  • Establish and enhance the Bank's community presence by participating in trade shows and conferences.
  • 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.
  • Stay abreast of consumer needs, industry trends, best practices, and regulatory requirements for mortgage products and services.
Qualifications:
  • Typically between 3 - 5 years of relevant experience and post-secondary degree in a 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.

You're fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.



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