BMO
Retail Banking
MortgageSpecialist
“Mortgage Specialist at BMO. Skills: Mortgage lending, Sales, Customer service. Cultivate, build, and manage relationships with referral network. Build pipeline of new mortgage business”
What You'll Achieve.
Achieve full potential; Build pipeline of new mortgage business; Increase BMO’s share of the home financing market; Drive business results; Achieve individual sales and profitability goals
Industry & Context.
Analytical and problem solving skills - In-depth; Exercise judgment to identify, diagnose, and solve problems within given rules
What They're Looking For.
Must Have
3 - 5 years of relevant experience, post-secondary degree in related field of study or an equivalent combination of education and experience, In-depth understanding of the mortgage lending process and applicable regulatory requirements, 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, knowledge of the broader real estate industry and mortgage market, 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
Nice to Have
If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
What You'll Do.
and manage relationships with referral network
Build pipeline of new mortgage business
Increase BMO’s share of home financing market
Identify sales opportunities
Refer to BMO colleagues
Develop and execute marketing and sales programs
Follow corporate policies
Contact referral and origination sources
Create local partnerships
Assist with implementation of marketing programs
Search for cross-sell and up-sell opportunities
Support delivery of marketing programs
Seek opportunities to expand network
Establish and enhance community presence
Participate in trade shows
Serve as customer advocate
Complete onboarding activities
Deliver exceptional customer service
Guide customers through mortgage application
Partner with branch teams
Resolve or escalate issues
and professional service
Identify client needs for banking products
Refer to appropriate BMO partners
Stay abreast of consumer needs
Address customer service issues
Develop solutions and make recommendations
Provide advice and guidance
Support execution of strategic initiatives
Help determine business priorities
Conduct independent analysis
Liaise with BMO teams and customers
Document updates in BMO’s internal systems
Analyze data and information
Gather and format data into reports
Provide input into planning
Execute routine tasks
Organize work information
Engage with referral network
Complete necessary transactions
Think creatively and propose new solutions
Exercise judgment to solve problems
Work mostly independently
How You'll Work.
Team & Collaboration
Partner with branch teams; Support execution of strategic initiatives in collaboration with internal and external stakeholders
Communication Scope
Verbal & written communication skills - In-depth
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