Mortgage Specialist

2 months ago

ColumbiaShuswap Subd C, Canada BMO Full time
About 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 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.
  • Actively search for cross-sell and up-sell opportunities to achieve 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.
  • Address customer service issues according to established parameters.
  • 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.

  • 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

    2 weeks ago

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

    Mortgage Specialist Job DescriptionBMO 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...

  • 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

    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...

  • 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...