Home Financing Solutions
Retail Banking
MortgageSpecialist
“Mortgage Specialist at Home Financing Solutions. 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 individual sales and profitability goals
Industry & Context.
Analytical skills; Problem solving skills
What They're Looking For.
Must Have
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
Develop and execute marketing and sales programs
Follow corporate policies and legal 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 bank’s community presence
Serve as customer advocate
Complete onboarding activities
Deliver exceptional customer service
Guide customers throughout mortgage application
Partner with branch teams
Resolve or escalate issues
Provide customers with friendly service
Identify client needs for banking products
Stay abreast of consumer needs and industry trends
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 operational programs
Execute routine tasks
Organize work information
Engage with referral network
Complete all necessary transactions
Think creatively and propose new solutions
Exercise judgment to solve problems
Work mostly independently
How You'll Work.
Team & Collaboration
Collaborate with product teams; Partner with branch teams; Liaise with various BMO teams
Communication Scope
Verbal communication; Written communication
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