Mortgage Business Development Specialist

4 weeks ago


Blainville, Quebec, Canada BMO Full time

About the Role:

We are seeking a highly skilled Mortgage Business Development Specialist to join our team at BMO. As a key member of our sales and service team, 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 Responsibilities:

  • Proactively contact referral and origination sources to discuss home financing solutions.
  • Assist with the implementation of targeted marketing programs and promotions.
  • Search for cross-sell and up-sell opportunities to position to the branch for 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.

Qualifications:

  • Typically between 3 - 5 years of relevant experience and 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.
  • 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.

Language: Fluency in English and French is required for this role, as it provides support to clients and team members inside and/or outside the province of Quebec.



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