Mortgage Specialist

2 weeks ago

ColumbiaShuswap Subd C, Canada BMO Full time
Mortgage Specialist Job Description

BMO is seeking a Mortgage Specialist to join our team. 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 contacts referral and origination sources identified through the creation of national partnerships and/or creates local partnerships to lead discussions about home financing solutions.
  • Assists with the implementation of targeted marketing programs, promotions, and other initiatives.
  • Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.
  • Supports the delivery of targeted marketing programs, promotions, and other initiatives.
  • Seeks opportunities to expand network by obtaining referrals and originations from existing relationships.
  • Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events.
  • Serves as a customer advocate during application and processing activities.
  • Completes onboarding activities as required.
  • Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
  • Guides customers throughout mortgage application and processing activities.
  • Partners with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs.
  • Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.
  • Provides 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.
  • Stays abreast of consumer needs, industry trends, best practices, and the regulatory requirements, policies, and procedures for mortgage products and services.
  • Addresses customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution.
  • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
  • Provides advice and guidance to assigned business/group on implementation of solutions.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Helps determine business priorities and best sequence for execution of business/group strategy.
  • Conducts independent analysis and assessment to resolve strategic issues.
  • Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.
  • Documents updates in BMO's internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems/issues.
  • Analyzes data and information to provide insights and recommendations.
  • Gathers and formats data into regular and ad-hoc reports and dashboards.
  • Provides input into the planning and implementation of operational programs.
  • Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
  • Organizes work information to ensure accuracy and completeness.
  • Engages with referral network to create strong relationships that generate referrals and mortgage originations for clients requiring real estate lending solutions.
  • Completes all necessary transactions in compliance with guidelines and other requirements to maintain operational integrity.
  • Focus may be on a business/group.
  • Thinks creatively and proposes new solutions.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works mostly independently.
  • Broader work or accountabilities may be assigned as needed.

  • Mortgage Specialist

    7 days ago

    Columbia-Shuswap, Subd. C, Canada BMO Full time

    Mortgage Specialist Job DescriptionBMO is seeking a 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 Responsibilities:Cultivate and manage relationships with referral sources to build a pipeline of new mortgage business.Identify sales...

  • Mortgage Specialist

    1 month ago

    Columbia-Shuswap, Subd. C, Canada BMO Full time

    About the RoleWe are seeking a highly skilled and motivated Mortgage Specialist to join our team at BMO. As a Mortgage Specialist, you will play a critical role in helping our customers achieve their dream of home ownership by providing expert advice and guidance throughout the mortgage application process.Key ResponsibilitiesBuild and maintain relationships...

  • Mortgage Specialist

    1 month ago

    Columbia-Shuswap, Subd. C, 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 by providing expert guidance and support throughout the mortgage application process.Key ResponsibilitiesBuild and maintain relationships with a network of...

  • Mortgage Specialist

    1 month ago

    Columbia-Shuswap, Subd. C, 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 by providing expert guidance and support throughout the mortgage application process.Key ResponsibilitiesBuild and maintain relationships with a network of...

  • Mortgage Specialist

    1 week ago

    Columbia-Shuswap, Subd. C, Canada BMO Full time

    Mortgage Specialist Job DescriptionAt BMO, we're looking for a skilled Mortgage Specialist to join our team. As a Mortgage Specialist, you will be responsible for cultivating and managing 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.Key...

  • Mortgage Specialist

    1 month ago

    Columbia-Shuswap, Subd. C, 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 ResponsibilitiesBuild and maintain relationships with a network of referral sources to generate new mortgage business.Identify sales opportunities and refer...

  • Mortgage Business Development Specialist

    1 month ago

    Columbia-Shuswap, Subd. C, Canada BMO Full time

    About the RoleBMO is seeking a highly skilled Mortgage Specialist to join our Retail Banking Sales & Service team. As a Mortgage Specialist, you will play a critical role in helping customers achieve their dream of home ownership by providing expert guidance and support throughout the mortgage application process.Key ResponsibilitiesBuild and maintain...

  • Mortgage Business Development Specialist

    4 weeks ago

    Columbia-Shuswap, Subd. C, Canada BMO Full time

    About the RoleWe are seeking a highly motivated and experienced Mortgage Specialist to join our team at BMO. As a Mortgage Specialist, you will play a critical role in helping customers achieve their dream of home ownership by providing expert guidance and support throughout the mortgage application process.Key ResponsibilitiesDevelop and execute effective...

  • Mortgage Specialist

    2 months ago

    Columbia-Shuswap, Subd. C, Canada BMO Full time

    Application Deadline: 08/30/2024 Address: 3155 Lakeshore Road, Unit 16 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 Business Development Specialist

    1 week ago

    Columbia-Shuswap, Subd. C, Canada BMO Full time

    Mortgage Business Development SpecialistAt BMO, we're looking for a skilled Mortgage Business Development Specialist to join our team. As a key member of our Retail Banking Sales and Service team, you'll be responsible for cultivating and managing relationships with a third-party network of referral sources to build a pipeline of new mortgage business and...

  • Mortgage Business Development Specialist

    2 weeks ago

    Columbia-Shuswap, Subd. C, Canada BMO Full time

    Mortgage Business Development SpecialistAt BMO, we're committed to helping our customers achieve their dream of home ownership. As a Mortgage Business Development Specialist, you'll play a critical role in cultivating and managing relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's...

  • Mortgage Specialist

    1 month ago

    Columbia-Shuswap, Subd. C, Canada BMO Full time

    About the RoleWe are seeking a highly skilled 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 drive new mortgage business and increase BMO's share of the home financing market.Key ResponsibilitiesProactively contact referral and origination...

  • Mortgage Specialist

    4 weeks ago

    Columbia-Shuswap, Subd. C, Canada BMO Full time

    About the RoleWe are seeking a highly skilled 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 drive new mortgage business and increase BMO's share of the home financing market.Key ResponsibilitiesProactively contact referral and origination...

  • Mortgage Specialist

    4 weeks ago

    Columbia-Shuswap, Subd. C, Canada BMO Full time

    About the RoleWe are seeking a highly skilled 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 drive new mortgage business and increase BMO's share of the home financing market.Key ResponsibilitiesProactively contact referral and origination...

  • Mortgage Specialist

    2 weeks ago

    Columbia-Shuswap, Subd. C, Canada BMO Full time

    About the RoleWe are seeking a highly skilled Mortgage Specialist to join our team at BMO. As a Mortgage Specialist, you will be responsible for cultivating and building relationships with referral networks to drive new mortgage business and increase BMO's share of the home financing market.Key ResponsibilitiesProactively contact referral and origination...

  • Mortgage Specialist

    2 months ago

    Columbia-Shuswap, Subd. C, Canada BMO Full time

    About the RoleWe are seeking a highly skilled 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 drive new mortgage business and increase BMO's share of the home financing market.Key ResponsibilitiesProactively contact referral and origination...

  • Mortgage Specialist

    2 months ago

    Columbia-Shuswap, Subd. C, Canada BMO Full time

    About the RoleWe are seeking a highly skilled 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 drive new mortgage business and increase BMO's share of the home financing market.Key ResponsibilitiesProactively contact referral and origination...

  • Mortgage Specialist

    2 months ago

    Columbia-Shuswap, Subd. C, Canada BMO Full time

    About the RoleWe are seeking a highly skilled 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 drive new mortgage business and increase BMO's share of the home financing market.Key ResponsibilitiesProactively contact referral and origination...

  • Mortgage Specialist

    1 month ago

    Columbia-Shuswap, Subd. C, Canada BMO Full time

    Mortgage Specialist - First Nations/Métis/Inuit CandidatesBMO is committed to creating a diverse and inclusive workplace. We invite experienced and aspiring First Nations/Métis/Inuit professionals to apply for this exciting opportunity to join our team as a Mortgage Specialist.Job Summary:We are seeking a highly motivated and customer-focused Mortgage...

  • Mortgage Specialist

    1 month ago

    Columbia-Shuswap, Subd. C, Canada BMO Full time

    Mortgage Specialist - First Nations/Métis/Inuit CandidatesBMO is committed to creating a diverse and inclusive workplace. We invite experienced and aspiring First Nations/Métis/Inuit professionals to apply for this exciting opportunity to join our team as a Mortgage Specialist.Job Summary:We are seeking a highly motivated and customer-focused Mortgage...