Mortgage Specialist
On-siteBurnaby, British Columbia, Canada
Burnaby, British Columbia, CanadaOn-siteFull TimeBANKINGEnterprise
Full TimeEnterpriseBANKING
Job Summary
Cultivate and manage relationships with a referral network to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identify sales opportunities, refer customers to colleagues, and execute marketing programs to drive business results. Guide customers through mortgage application and processing, resolve issues to ensure timely fund advancement, and deliver exceptional service that builds trust. Analyze data to provide insights, generate reports, and make recommendations for strategic initiatives while adhering to all regulatory requirements and risk frameworks.
Required Qualifications
- Typically between 3 - 5 years of relevant experience
- post-secondary degree in related field of study
- equivalent combination of education and experience
- Credit Qualifications
- associated credit knowledge
- credit skills
- Credit portfolio requirements
- qualification standards
- In-depth understanding of the mortgage lending process
- applicable regulatory requirements
- Strong interpersonal skills
- sales skills
- customer service skills
- negotiation skills
- Expert knowledge of self-management
- teamwork
- personal lending
- relationship sales
- relationship management
- Functional knowledge of personal banking
- investments
- trust services
- business and commercial lending
- cash management
- Strong knowledge of the broader real estate industry
- mortgage market
- Specialized knowledge from education
- Specialized knowledge from business experience
- Verbal & written communication skills - In-depth
- Collaboration & team skills - In-depth
- Analytical and problem solving skills - In-depth
- Influence skills - In-depth
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.