Mortgage Specialist

4 weeks ago

St John's, Newfoundland and Labrador, Canada BMO Full time

About the Role:

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

  • Proactively contact referral and origination sources to discuss home financing solutions.
  • Assist with the implementation of targeted marketing programs, promotions, and other initiatives.
  • Actively search for cross-sell and up-sell opportunities to position to the branch to achieve individual sales and profitability goals.
  • Support the delivery of targeted marketing programs, promotions, and other initiatives.
  • Seek opportunities to expand network by obtaining referrals and originations from existing relationships.
  • Establish and enhance the Bank's community presence by participating in trade shows, conferences, and related events.
  • 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 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.
  • Develop solutions and make recommendations based on an understanding of the business strategy and stakeholder needs.
  • Provide advice and guidance to assigned business/group on implementation of solutions.
  • Support the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Help determine business priorities and best sequence for execution of business/group strategy.
  • Conduct independent analysis and assessment to resolve strategic issues.
  • 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.
  • Provide input into the planning and implementation of operational programs.
  • Execute routine tasks within relevant service level agreements.
  • Organize work information to ensure accuracy and completeness.
  • Engage with referral network to create strong relationships that generate referrals and mortgage originations for clients requiring real estate lending solutions.
  • Complete all necessary transactions in compliance with guidelines and other requirements to maintain operational integrity.

Qualifications:

  • 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.

About BMO:

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

  • Mortgage Loan Specialist

    4 weeks ago

    St. John's, Newfoundland and Labrador, Canada APlus Mortgage Full time

    APlus Mortgage is seeking a skilled Mortgage Loan Specialist to join our team. As a key member of our mortgage team, you will be responsible for approving or rejecting loan applications, recommending applications for approval or rejection, and ensuring that all necessary documentation is in order.Key Responsibilities:Approve or reject loan...

  • Mortgage Officer

    4 weeks ago

    St. John's, Newfoundland and Labrador, Canada APlus Mortgage Full time

    APlus Mortgage is seeking a highly skilled Mortgage Officer to join our team. As a Mortgage Officer, you will be responsible for approving or rejecting loan applications, or recommending them for approval or rejection. You will also be required to have experience in mortgage lending, personal loans, and other types of loans.Key Responsibilities:Approve or...

  • Mortgage Specialist

    4 weeks ago

    St. John's, Newfoundland and Labrador, Canada BMO Full time

    Mortgage Specialist Job DescriptionAbout the Role:We are seeking a highly skilled Mortgage Specialist to join our team at BMO. As a Mortgage Specialist, you will play a critical role in helping customers achieve their dream of home ownership by providing expert guidance and support throughout the mortgage application process.Key Responsibilities:Cultivate...

  • Mortgage Expert

    2 weeks ago

    St. John's, Newfoundland and Labrador, Canada BMO Full time

    About the RoleBMO Mortgage SpecialistThis position offers a unique opportunity to grow your career in the mortgage lending industry. As a Mortgage Specialist at BMO, you will be responsible for cultivating relationships with a referral network to build a pipeline of new mortgage business and increase BMO's share of the home financing market.Key...

  • Mortgage Specialist

    4 weeks ago

    St. John's, Newfoundland and Labrador, Canada BMO Full time

    About the Role:BMO is seeking a highly skilled Mortgage Specialist to join our team. As a Mortgage Specialist, you will be responsible for cultivating, building, and managing 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:Proactively contacts...

  • Mortgage Professional

    7 days ago

    St. John's, Newfoundland and Labrador, Canada Scotiabank Full time

    About ScotiabankWe are a purpose-driven team committed to delivering exceptional results in an inclusive and high-performing culture.Estimated Salary: $60,000 - $100,000 per yearThis salary estimate is based on industry standards and may vary depending on location, experience, and performance.Job Description: Mortgage SpecialistThe successful candidate will...

  • Mortgage Advisor

    3 weeks ago

    St. John's, Newfoundland and Labrador, Canada Scotiabank Full time

    Job Summary Scotiabank is seeking a highly motivated and results-driven Mortgage Advisor to join our team. As a key member of our mortgage sales team, you will be responsible for building lasting relationships with clients and referral partners, providing expert mortgage advice, and driving mortgage sales. Key Responsibilities The ideal candidate will...

  • Mortgage Originator

    2 weeks ago

    St. John's, Newfoundland and Labrador, Canada BMO Full time

    {"Key Responsibilities":["Cultivating strong relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market.","Identifying sales opportunities and referring to BMO colleagues as appropriate.","Developing and executing effective marketing and sales programs to drive business...

  • Loan Operations Specialist

    2 weeks ago

    St. John's, Newfoundland and Labrador, Canada Bridgewater Bank Full time

    Becoming a part of Bridgewater Bank means being part of a team that is dedicated to providing honest, straightforward service and financial solutions for everyday living and important life events.Key responsibilities for this role include providing support to Mortgage Underwriters, facilitating approving or cancelling mortgage loan applications, and...

  • Home Finance Development Specialist

    5 days ago

    St. John's, Newfoundland and Labrador, Canada BMO Full time

    **About BMO**BMO is a leading financial institution dedicated to empowering individuals and businesses to achieve their goals. Our mission is to boldly grow the good in business and life, and we're committed to creating lasting, positive change for our customers, communities, and people.Job Summary:We are seeking an experienced Home Finance Development...

  • Home Financing Business Development Specialist

    1 week ago

    St. John's, Newfoundland and Labrador, Canada BMO Full time

    About BMOBMO is a leading financial institution committed to helping individuals and businesses achieve their financial goals. Our team of dedicated professionals is passionate about delivering exceptional customer service and building strong relationships with our clients.SalaryThe estimated salary for this position is between $60,000 - $100,000 per year,...

  • Home Finance Business Developer

    1 week ago

    St. John's, Newfoundland and Labrador, Canada BMO Full time

    About UsBMO is a leading financial institution dedicated to empowering individuals and businesses to achieve their goals.Job OverviewWe are seeking an experienced Mortgage Specialist to join our team in Retail Banking Sales & Service. As a Mortgage Specialist, you will play a key role in cultivating relationships with referral networks, identifying sales...

  • Home Lending Specialist

    5 days ago

    St. John's, Newfoundland and Labrador, Canada BMO Full time

    About the RoleAs a Home Lending Specialist at BMO, you will have the opportunity to play a critical role in helping customers achieve their dream of homeownership. Your primary responsibility will be to cultivate and manage relationships with referral networks to build a pipeline of new mortgage business and increase BMO's share of the home financing...

  • Banking Advisor

    4 weeks ago

    St. John's, Newfoundland and Labrador, Canada National Bank Full time

    Job Title: Banking AdvisorAbout the Role:As a Banking Advisor at National Bank, you will play a vital role in providing exceptional client service and support. Your primary responsibility will be to build and maintain strong relationships with clients, understanding their financial needs and goals.Key Responsibilities:* Greet clients and answer their...

  • Banking Advisor

    4 weeks ago

    St. John's, Newfoundland and Labrador, Canada National Bank Full time

    About the Role:The Banking Advisor position at National Bank offers a versatile and varied role, allowing you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues.As a Banking Advisor, you will bring an empathetic and friendly approach, listening actively and offering a people-centred...

  • Mortgage Specialist

    1 month ago

    St. John's, Canada BMO Full time

    Application Deadline: 11/24/2024 Address: 384 Elizabeth Avenue West Job Family Group: Retail Banking Sales & Service 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...

  • Business Development Mortgage Specialist

    1 week ago

    St. Albert, Alberta, Canada BMO Full time

    At BMO, we're driven by a shared Purpose: Boldly Grow the Good in business and life. As a Business Development Mortgage Specialist, you'll play a pivotal role in helping customers achieve their dream of home ownership.The ideal candidate will have typically 2-3 years of relevant experience and a post-secondary degree in a related field of study or an...

  • Mobile Mortgage Specialist

    5 months ago

    St. Catharines, Canada TD Bank Full time

    **Work Location**: St. Catharines, Ontario, Canada **Hours**: 37.5 **Line of Business**: Personal & Commercial Banking **Pay Details**: **TD Canada Trust is TD's customer-focused personal and small business banking business. Serving more than 11 million customers nationally, TD Canada Trust provides a full range of financial products and services through...

  • Home Lending Specialist

    6 days ago

    St. Albert, Alberta, Canada BMO Full time

    About BMOBMO Financial Group is a leading Canadian bank with a strong presence in the mortgage industry. Our team of experts is dedicated to providing exceptional customer service and helping individuals achieve their dreams of homeownership.

  • Mental Health Specialist for Adults

    5 days ago

    St. Thomas, Ontario, Canada Isle of Man Government Full time

    About the RoleWe are seeking a highly skilled Mental Health Specialist for Adults to join our Community Mental Health Service in the Isle of Man. As a member of our team, you will be working with individuals who require specialist interventions for severe and enduring mental health problems.The successful candidate will assess, plan, implement, and evaluate...

  • Personal Lending Specialist

    4 weeks ago

    St. Catharines, Ontario, Canada Meridian Full time

    About the RoleWe are seeking a highly skilled Personal Lending Coach to join our team at Meridian. As a Personal Lending Coach, you will play a critical role in providing exceptional service to all Personal Lending Channels, including Branch, MMS, and Digital.Key ResponsibilitiesExercise sound and consistent retail underwriting practices, including...

  • Personal Lending Coach

    6 months ago

    St. Catharines, Canada Meridian Credit Union Full time

    **About this opportunity** At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. **About the role**: ** This will be a 12-month contract role covering a maternity leave.** Personal Lending is...

  • District Vice President, Retail Banking

    7 months ago

    St. Catharines, Canada Meridian Credit Union Full time

    **Why Meridian?** At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. **Find our story here**:About Meridian**: **Our Retail Banking Practice**: Our vision is to be recognized as the financial...

  • Division Manager

    6 months ago

    St. Catharines, Canada IG Wealth Management Full time

    Lead, coach and grow your practice in an entrepreneurial environment where you define your success The Division Manager Opportunity Inspire, motivate and build your practice! As Division Director with IG Wealth Management, you will work as part of the leadership team providing strategic direction for the region. In this role you will have the unique...

  • Financial Development Representative

    5 days ago

    St. Catharines, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job OpportunityWe are seeking a highly motivated and skilled individual to join our team as a Mobile Mortgage Specialist. This is an exciting career opportunity for sales professionals who are looking to grow their business development skills in a dynamic environment.The successful candidate will be responsible for developing and maintaining customer...

  • Mobile Mortgage Specialist

    5 months ago

    Fort St. John, Canada TD Bank Full time

    **Work Location**: Fort St John, British Columbia, Canada **Hours**: 37.5 **Line of Business**: Personal & Commercial Banking **Pay Details**: **Fort St. John, BC** **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...

  • High Net Worth Financial Advisor

    4 weeks ago

    St. Catharines, Ontario, Canada IG Wealth Management Full time

    Role OverviewAs a key member of our team, you will be responsible for growing the assets of a well-established, client-centric financial planning practice. This is a great opportunity to deepen your financial planning relationships and build a successful career in the financial services industry.Key ResponsibilitiesPrepare and present financial planning...

  • Financial Services Representative

    6 months ago

    St. Catharines, Canada Meridian Credit Union Full time

    **Why Meridian?** At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. Find our story here: About Meridian **Our Retail Banking Practice**: Our vision is to be recognized as the financial...

  • Financial Services Representative

    5 months ago

    St. Catharines, Canada Meridian Credit Union Full time

    **Why Meridian?** At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. **Find our story here**:About Meridian**: **Our Retail Banking Practice**: Our vision is to be recognized as the financial...

  • Financial Services Associate- Full Time

    5 months ago

    St. Catharines, Canada Meridian Credit Union Full time

    **Why Meridian?** At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. Find our story here: About Meridian **Our Retail Banking Practice**: Our vision is to be recognized as the financial...

  • Member Services Representative

    6 months ago

    St. Catharines, Canada Meridian Credit Union Full time

    **Why Meridian?** At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. Find our story here: About Meridian **Our Retail Banking Practice**: Our vision is to be recognized as the financial...

  • Financial Services Representative

    5 months ago

    St. Marys, Canada Meridian Credit Union Full time

    **Why Meridian?** At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. **Find our story here**:About Meridian**: **Our Retail Banking Practice**: Our vision is to be recognized as the financial...

  • Member Services Representative-part Time

    5 months ago

    St. Catharines, Canada Meridian Credit Union Full time

    **Why Meridian?** At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. **Find our story here**:About Meridian**: **Our Retail Banking Practice**: Our vision is to be recognized as the financial...

  • Member Services Representative

    5 months ago

    St. Catharines, Canada Meridian Credit Union Full time

    **Why Meridian?** At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. **Find our story here**:About Meridian**: **Our Retail Banking Practice**: Our vision is to be recognized as the financial...

  • Member Services Representative

    5 months ago

    St. Catharines, Canada Meridian Credit Union Full time

    **Why Meridian?** At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. **Find our story here**:About Meridian**: **Our Retail Banking Practice**: Our vision is to be recognized as the financial...