BMO
Retail Banking
MortgageSpecialist
“Mortgage Specialist at BMO. Skills: Mortgage sales, Customer relationship management, Financial advising. Cultivate, build, and manage relationships with referral network. Build pipeline of new mortgage business”
What You'll Achieve.
Achieve full potential; Achieve individual sales and profitability goals
Industry & Context.
Analytical and problem solving skills - In-depth; Exercise judgment to identify, diagnose, and solve problems
What They're Looking For.
Must Have
3 - 5 years of relevant experience and 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 and refer to BMO colleagues
Develop and execute marketing and sales programs
Follow corporate policies and regulatory requirements
Contact referral and origination sources
Assist with implementation of marketing programs
Search for cross-sell and up-sell opportunities
Support delivery of marketing programs
Expand network by obtaining referrals
Establish and enhance community presence
Serve as customer advocate during application
Complete onboarding activities
Deliver exceptional customer service
Guide customers throughout mortgage application
Partner with branch teams for customer handoffs
Resolve or escalate customer issues
and professional service
Identify client needs for banking products
Refer customers to appropriate BMO partners
Stay abreast of consumer needs and industry trends
Address customer service issues
Develop solutions and make recommendations
Provide advice and guidance on solution implementation
Support execution of strategic initiatives
Determine business priorities
Conduct independent analysis and assessment
Liaise with BMO teams and customers
Document updates in BMO’s internal systems
Analyze data and information for insights
Gather and format data into reports
Provide input into operational programs
Execute routine tasks within service level agreements
Organize work information for accuracy
Engage with referral network for referrals
Complete transactions in compliance with guidelines
Think creatively and propose new solutions
Exercise judgment to solve problems
Work mostly independently
Take measured risks and apply Risk Management Framework
How You'll Work.
Team & Collaboration
Partner with branch teams; Liaise with various BMO teams and customers; Support execution of strategic initiatives in collaboration with internal and external stakeholders
Communication Scope
Verbal & written communication skills - In-depth
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