Mortgage Business Development Specialist

3 weeks ago

Thunder Bay, Ontario, Canada BMO Full time
{"Job Title: Mortgage Specialist

Job Summary:

We are seeking a highly motivated and experienced Mortgage Specialist to join our team at BMO. As a Mortgage Specialist, you will be responsible for cultivating, building, 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 Responsibilities:

* Actively searches for sales opportunities to achieve individual sales and profitability goals.
* Proactively contacts realtors and referral sources identified through the creation of national partnerships and/or creates local partnerships to lead client and realtor discussions and sell real estate lending products and insurance that meet the Bank's mortgage growth and profitability objectives.
* Assists with the implementation of targeted marketing programs, promotions, and other initiatives.
* Seeks opportunities to expand network by obtaining referrals from existing relationships.
* Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events.
* Serves a customer advocate during application and processing activities.
* Provides marketing, event coordination, and general administrative support to maintain positive and ongoing contact with their broader referral network.
* Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
* Organizes customer appreciation events, seminars, and conference calls.
* Guides customers throughout mortgage application and processing activities.
* Partners with branch teams to properly hand off customers to finalize mortgage documentation.
* Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.
* Identifies client needs for banking products (e.g. everyday banking, lending, and investment) and refers to appropriate BMO partners.
* Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.

Requirements:

* 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.
* Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.
* 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.
* U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act).

We offer a competitive salary and commission structure, as well as a comprehensive benefits package. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we encourage you to apply.

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