High-Performing Mortgage Business Development Specialist
3 weeks ago
BMO Financial Group is a leading provider of financial services, committed to helping individuals and businesses achieve their goals.
Salary and BenefitsWe offer a competitive salary range of $60,000 - $80,000 per year, plus the opportunity to earn commission based on sales performance. Our total compensation package includes performance-based incentives, discretionary bonuses, as well as other perks and rewards such as health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Job DescriptionCultivate and build relationships with an internal referral network to generate referrals and mortgage originations for clients requiring real estate lending solutions. Actively identify sales opportunities and refer them to BMO colleagues as appropriate. Develop and execute effective marketing and sales programs to drive business results.
- Actively search for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.
- SUPPORTS THE DELIVERY OF TARGETED MARKETING PROGRAMS, PROMOTIONS, AND OTHER INITIATIVES.
- Seek opportunities to expand your network by obtaining referrals and originations from existing relationships.
- 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 to identify client needs for banking products (e.g. everyday banking, lending, and investment) and refer to appropriate BMO partners.
- Stay abreast of consumer needs, industry trends, best practices, and the regulatory requirements, policies, and procedures for mortgage products and services.
- Address customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution.
- Coordinate and execute specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
- Liaise with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.
- Document updates in BMO's internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems/issues.
- Analyze data and information to provide insights and recommendations.
- Gather and format data into regular and ad-hoc reports and dashboards.
- Execute routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
- Organize work information to ensure accuracy and completeness.
To succeed in this role, you will require:
- A minimum of 2-3 years of relevant experience and a post-secondary degree in a related field of study, or an equivalent combination of education and experience.
- Typically Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
- Working knowledge of home financing products and services.
- Strong customer focus.
- Strong time management skills.
- Strong collaboration skills across multiple partners.
- Experience with BMO lending programs and systems.
- Strong relationship building skills.
- History of strong productivity (unit sales) in previous sales positions.
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