Mortgage Specialist

1 month ago

London, Ontario, Canada BMO Full time
Key Responsibilities

The Mortgage Specialist will cultivate, build, and manage 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 include:

  • Proactively contacting referral and origination sources to discuss home financing solutions.
  • Assisting with the implementation of targeted marketing programs, promotions, and other initiatives.
  • Actively searching for cross-sell and up-sell opportunities to position to the branch to achieve individual sales and profitability goals.
  • Supporting the delivery of targeted marketing programs, promotions, and other initiatives.
  • Seeking opportunities to expand the network by obtaining referrals and originations from existing relationships.
  • Establishing and enhancing the Bank's community presence by participating in trade shows, conferences, and related events.
  • Serving as a customer advocate during application and processing activities.
  • Completing onboarding activities as required.
  • Delivering exceptional customer service that builds trust through expertise, responsive service, and support.
  • Guiding customers throughout mortgage application and processing activities.
  • Partnering with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs.
  • Resolving or escalating issues to meet customer expectations and ensuring funds are advanced in a timely manner.
  • Providing customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products and refer to appropriate BMO partners.
  • Staying abreast of consumer needs, industry trends, best practices, and the regulatory requirements, policies, and procedures for mortgage products and services.
  • Addressing customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution.
  • Developing solutions and making recommendations based on an understanding of the business strategy and stakeholder needs.
  • Providing advice and guidance to assigned business/group on implementation of solutions.
  • Supporting the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Helping determine business priorities and best sequence for execution of business/group strategy.
  • Conducting independent analysis and assessment to resolve strategic issues.
  • Liaising with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.
  • Documenting updates in BMO's internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems/issues.
  • Analyzing data and information to provide insights and recommendations.
  • Gathering and formatting data into regular and ad-hoc reports and dashboards.
  • Providing input into the planning and implementation of operational programs.
  • Executing routine tasks within relevant service level agreements.
  • Organizing work information to ensure accuracy and completeness.
  • Engaging with referral network to create strong relationships that generate referrals and mortgage originations for clients requiring real estate lending solutions.
  • Completing all necessary transactions in compliance with guidelines and other requirements to maintain operational integrity.
  • Focus may be on a business/group.
  • Thinking creatively and proposing new solutions.
  • Exercising judgment to identify, diagnose, and solve problems within given rules.
  • Working mostly independently.
  • Broad work or accountabilities may be assigned as needed.
Qualifications

The ideal candidate will have:

  • 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.
  • If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
  • In-depth understanding of the mortgage lending process and applicable regulatory requirements.
  • 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 Advisor

    4 weeks ago

    London, Ontario, Canada Scotiabank Full time

    Job Title: Mortgage SpecialistJob Summary:We are seeking a passionate and results-driven Home Financing Advisor to join our team at Scotiabank. As a Mortgage Specialist, you will have the opportunity to leverage your expertise in banking, influencing, trust development, and client experience to build strong relationships, provide expert mortgage advice, and...

  • Mortgage Specialist

    4 weeks ago

    London, Ontario, Canada BMO Full time

    Become a BMO Mortgage Specialist and help customers make their dream of home ownership a reality.Cultivate, build, and manage relationships with a referral network to build a pipeline of new mortgage business.Proactively contact referral and origination sources to discuss home financing solutions.Assist with the implementation of targeted marketing programs,...

  • Mortgage Advisor

    2 weeks ago

    London, Ontario, Canada Scotiabank Full time

    Mortgage Specialist Job OverviewWe are seeking a passionate and results-driven Home Financing Advisor to join our team. In this role, you will leverage your expertise in banking, influencing, trust development, and client experience to build strong relationships, provide expert mortgage advice, and drive mortgage sales.Main Responsibilities:Build lasting...

  • Mortgage Development Specialist

    4 weeks ago

    London, Ontario, Canada NBC Full time

    Key ResponsibilitiesAs a Mortgage Development Specialist at National Bank, you will be responsible for providing exceptional customer service by supporting clients in the development of strategies during purchase transactions, mortgage pre-authorizations, and external refinancings.You will establish and maintain lasting relationships with real estate brokers...

  • Mortgage Development Manager

    4 weeks ago

    London, Ontario, Canada NBC Full time

    About the RoleWe are seeking a highly skilled Mortgage Development Manager to join our team at National Bank. As a key member of our team, you will be responsible for providing exceptional customer service by supporting our clients in the development of strategies during purchase transactions, mortgage pre-authorizations and external refinancings.Key...

  • Mortgage Specialist Role

    2 weeks ago

    London, Ontario, Canada NBC Full time

    Company OverviewNational Bank, a large established company with a strong presence in the market, is seeking a highly skilled Mortgage Development Manager to join their team.The successful candidate will have the opportunity to work in a dynamic environment with flexible working conditions and enjoy the satisfaction of helping local people achieve their...

  • Mortgage Development Specialist

    4 weeks ago

    London, Ontario, Canada NBC Full time

    Key ResponsibilitiesAs a Mortgage Development Manager at National Bank, you will be responsible for providing exceptional customer service by supporting clients in the development of strategies during purchase transactions, mortgage pre-authorizations, and external refinancings.You will establish and maintain lasting relationships with real estate brokers...

  • Banking Professional

    4 weeks ago

    London, Ontario, Canada National Bank Full time

    Job DescriptionAs a Banking Advisor at National Bank, you will have the opportunity to work in a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues.Your Key ResponsibilitiesGreet clients and answer their questions in a friendly and approachable...

  • Banking Advisor

    4 weeks ago

    London, Ontario, Canada National Bank Full time

    Job Title: Banking AdvisorAs a Banking Advisor at National Bank, you will have the opportunity to work in a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues.Your Key Responsibilities:Greet clients and answer their questions in a friendly and...

  • Bridge Engineering Leader

    2 weeks ago

    London, Ontario, Canada CIMA+ Full time

    Job SummaryWe are seeking a highly skilled Senior Bridge Engineer to join our team at CIMA+. As a key member of our engineering team, you will be responsible for leading the design and analysis of bridge structures, including conceptual and detailed design phases.Key ResponsibilitiesDesign and Analysis: Lead the design and analysis of bridge structures,...

  • Mortgage Specialist Assistant

    3 days ago

    London, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As a Mortgage Specialist assistant you will support a top producing Mortgage Specialist in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management. Develops relationships with service partners to ensure...

  • Mortgage Specialist Assistant

    2 days ago

    London, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Mortgage Specialist assistant you will support a top producing Mortgage Specialist in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management. Develops relationships with service partners to...

  • Mortgage Specialist

    1 month ago

    London, Canada BMO Financial Group Full time

    1285 Fanshawe Park Rd W London Ontario,N6G 5B4 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 and much more. Expect to fill an important and rewarding role - helping...

  • Mortgage Specialist

    4 days ago

    London, Canada BMO Financial Group Full time

    377 Southdale Road West London Ontario,N6J 4G8 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 and much more. Expect to fill an important and rewarding role - helping...

  • Mortgage Underwriter

    5 months ago

    London, Canada Breezeful Full time

    Breezeful is now permanently remote and working towards a future that is digital by default. **Who are we?** We are a tech-driven mortgage brokerage operating nationwide, with a strong presence in ON, BC, AB, NS, and NB. We are proudly backed by Broker One, boasting an impressive mortgage volume that exceeds $4 billion. **Who are we looking for?** We're...

  • Mortgage Specialist

    4 months ago

    London, Canada Scotiabank Full time

       Requisition ID: 189501Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Join us as we build a high-performing, purposed driven, winning sales team, anchored by an inclusive, client-focused culture.  Job Purpose: We are currently seeking a passionate and results-driven Home Financing Advisor (HFA)...

  • Mortgage Specialist

    5 months ago

    London, Canada BMO Financial Group Full time

    377 Southdale Road West London Ontario,N6J 4G8 Cultivates, builds, and manages 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. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective...

  • Mortgage Specialist

    6 months ago

    London, Canada BMO Financial Group Full time

    270 Dundas Street London Ontario,N6A 1H3 Cultivates, builds, and manages 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. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective...

  • Mortgage Specialist

    5 months ago

    London, Canada BMO Financial Group Full time

    1255 Highbury Ave North London Ontario,N5Y 1B2 Cultivates, builds, and manages 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. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective...

  • Mortgage Agent/broker

    5 months ago

    London, Canada Breezeful Full time

    **Who are we?** Breezeful is a tech-enabled national brokerage operating in Ontario, British Columbia, Alberta, New Brunswick, and Nova Scotia. Our aim is to provide a convenient and efficient way for individuals to secure a mortgage online. We are backed by renowned investors who were early supporters of game-changing companies such as Airbnb, Dropbox, and...

  • Mobile Mortgage Specialist

    5 months ago

    London, Canada TD Bank Full time

    Work Location: London, Ontario, Canada Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: **Job Description**: Overview department Are you looking for an exciting career opportunity in business development with one of the strongest financial institutions in Canada? TD is growing their Mobile Mortgage Sales Force and seeking proven...

  • Mortgage Specialist

    2 months ago

    London, Canada Scotiabank Full time

    Requisition ID: 208226 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Join us as we build a high-performing, purposed driven, winning sales team, anchored by an inclusive, client-focused culture. **Job Purpose**: We are currently seeking a passionate and results-driven Home Financing Advisor (HFA) to...

  • Mortgage Development Manager

    5 months ago

    London, Canada National Bank of Canada Full time

    Youtube Video With National Bank, you benefit from working with a large established company, covering a large territory ,-with all the potential it has to offer-, and enjoying flexible working conditions, while helping local people build their lives. **Your Role** - Provide exceptional customer service by supporting our clients in the development of...

  • Mortgage Development Manager

    5 months ago

    London, Canada NBC Full time

    Area of Interest: Advisory services, Mortgage products ...

  • Vice President Mortgage Specialist

    5 months ago

    London, Canada BMO Financial Group Full time

    101 Fanshawe Park Rd E, Unit 3 London Ontario,N5X 3V9 Cultivates, builds, and manages 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. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes...

  • Mobile Mortgage Specialist

    4 weeks ago

    London, Canada The Toronto-Dominion Bank (Canada) Full time

    Description : CUSTOMER Identify client life and financial goals, potential barriers, provide recommendations, and ongoing relationship / portfolio management Requires broad general knowledge of all other products in order to identify cross-sell opportunities and/or refer customer to internal Bank partners Provide ongoing comprehensive reviews of...

  • Mobile Mortgage Specialist

    3 weeks ago

    London, Ontario, K5Z, Middlesex, Canada TD Full time

    Work Location:London, Ontario, CanadaHours:37.5Line of Business:Personal & Commercial BankingPay Details:0 - 0 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD....

  • Personal Banking Specialist

    2 months ago

    London, Canada Libro Credit Union Full time

    **Career Opportunity** **Libro is growing - and Libro is hiring.** **Our expansion plans include a series of new hires across southwestern Ontario. Take a look.** **Who We Are** Imagine working for an organization where every employee and customer is an Owner. - No matter whether a customer Owner or employee Owner, everything we do at Libro is about...

  • Mobile Mortgage Specialist

    3 weeks ago

    London, Ontario, K5Z, Middlesex, Canada TD Full time

    Lieu de travail :London, Ontario, CanadaHoraire :37.5Secteur d’activité :Services bancaires personnels et commerciauxDétails de la rémunération :0 - 0 CADCe poste est admissible à des revenus de commission.La TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des...

  • Mobile Mortgage Specialist

    6 months ago

    London, Canada TD Bank Full time

    **Work Location**: London, Ontario, Canada **Hours**: 37.5 **Line of Business**: Personal & Commercial Banking **Pay Details**: **London** **Who We Are**: **TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27...