Mortgage Development Specialist

1 week ago


Ottawa, Ontario, Canada Bank of Montreal Full time

Job Overview

The Mortgage Specialist role at Bank of Montreal is a dynamic opportunity for individuals to grow their career in real estate lending. As a Mortgage Specialist, you will cultivate and manage relationships with a referral network to build a pipeline of new mortgage business and increase the bank's share of the home financing market.

Responsibilities

  • Proactively contact referral and origination sources identified through national partnerships or create local partnerships to discuss home financing solutions.
  • Assist in implementing targeted marketing programs, promotions, and other initiatives.
  • Search for cross-sell and up-sell opportunities to position to the branch and achieve individual sales and profitability goals.
  • Serve as a customer advocate during application and processing activities.
  • Deliver exceptional customer service that builds trust through expertise, responsive service, and support.
  • Guide 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.

Requirements

  • A minimum of 3-5 years of relevant experience and a 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.


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