Mortgage Business Development Specialist
2 months ago
This is a challenging and rewarding opportunity to join BMO as a Mortgage Specialist. As a key member of our team, you will be responsible for cultivating and building relationships with a network of referral sources to drive new mortgage business and increase BMO's share of the home financing market.
Key Responsibilities- Identify Sales Opportunities: Actively search for sales opportunities to achieve individual sales and profitability goals.
- Develop and Execute Marketing Programs: Develop and execute effective marketing and sales programs to drive business results.
- Build and Maintain Relationships: Proactively contact realtors and referral sources to build and maintain relationships that generate referrals for clients requiring real estate lending solutions.
- Provide Expertise and Support: Serve as a customer advocate during application and processing activities, and provide marketing, event coordination, and general administrative support to maintain positive and ongoing contact with the broader referral network.
- Deliver Exceptional Customer Service: Deliver exceptional customer service that builds trust through expertise, responsive service, and support.
- Collaborate with Branch Teams: Partner with branch teams to properly hand off customers to finalize mortgage documentation.
- Resolve Issues and Escalate as Needed: Resolve or escalate issues to meet customer expectations and ensure funds are advanced in a timely manner.
- Identify Client Needs and Refer to BMO Partners: Identify client needs for banking products and refer to appropriate BMO partners.
- Develop Solutions and Make Recommendations: Develop solutions and make recommendations based on an understanding of the business strategy and stakeholder needs.
- Support Strategic Initiatives: Support the execution of strategic initiatives in collaboration with internal and external stakeholders.
- Conduct Analysis and Assessment: Conduct independent analysis and assessment to resolve strategic issues.
- Document Updates in BMO's Internal Systems: Document updates in BMO's internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems/issues.
- Provide Insights and Recommendations: Analyze data and information to provide insights and recommendations.
- Engage with Third-Party Realtors and Referral Sources: 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: Sell real estate lending and insurance products and identify and initiate cross-sell opportunities and referrals in the best interest of the customer.
- Verify Mortgage Approvals: Verify mortgage approvals for compliance with regulatory requirements and operational and credit policies.
- Participate in Projects and Activities: Participate in projects and other activities designed to improve the customer experience.
- Liaise with Clients and Departments: Liaise between clients and various departments across the organization to discuss issues and procedures, and provide mortgage and insurance product support and expertise.
- Complete Transactional Documentation: Complete all necessary transactional documentation in compliance with security measures.
- Adhere to Regulatory and Compliance Requirements: Act in accordance with regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures.
- Protect Bank Assets: Protect 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.
- Maintain Confidentiality: Maintain the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures.
- Typically 3-5 Years of Relevant Experience: 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: Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.
- In-Depth Understanding of Mortgage Lending Process: In-depth understanding of the mortgage lending process and applicable regulatory requirements.
- Strong Interpersonal and Sales Skills: Strong interpersonal, sales, customer service, and negotiation skills.
- Expert Knowledge of Self-Management and Teamwork: Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.
- Functional Knowledge of Personal Banking and Investments: Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.
- Strong Knowledge of Real Estate Industry and Mortgage Market: Strong knowledge of the broader real estate industry and mortgage market.
- Strong Negotiation Skills: Strong negotiation skills.
- U.S. Only: Federal Registration Required: U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry.
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