Home Financing Solutions
Retail Banking
MortgageSpecialist
“Mortgage Specialist at Home Financing Solutions. Skills: Mortgage sales, Customer relationship management, Sales program execution. 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 and problem solving skills - In-depth
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
Refer to BMO colleagues
Develop and execute marketing and sales programs
Drive business results
Follow corporate policies and legal requirements
Proactively contact referral and origination sources
Lead discussions about home financing solutions
Assist with implementation of marketing programs
Search for cross-sell and up-sell opportunities
Achieve individual sales and profitability goals
Support delivery of marketing programs
Expand network by obtaining referrals
Establish and enhance Bank’s community presence
Participate in trade shows and conferences
Serve as customer advocate during application and processing
Complete onboarding activities
Deliver exceptional customer service
Build trust through expertise and responsive service
Guide customers throughout mortgage application and processing
Partner with branch teams to hand off customers
Finalize mortgage documentation
Refer customers with non-mortgage needs
Resolve or escalate issues
Ensure funds are advanced in a timely manner
and professional service
Identify client needs for banking products
Refer 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
Ensure satisfactory completion of home financing application
Document updates in BMO’s internal systems
Analyze data and information
Provide insights and recommendations
Gather and format data into reports and dashboards
Provide input into operational programs
Execute routine tasks within service level agreements
Organize work information for accuracy and completeness
Engage with referral network to generate referrals
Complete transactions in compliance with guidelines
Think creatively and propose new solutions
Exercise judgment to solve problems
Take measured risks and make sound decisions
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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