Mortgage Development Specialist
1 week ago
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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