Spécialiste Hypothécaire
Core
Cultivates referral networks and builds a pipeline of new mortgage business to increase BMO's share of the home financing market.
Role type
Mortgage Specialist (Sales & Origination)
Builds
Home financing solutions and mortgage products
Domain
Retail Banking / Mortgage Lending
Required skills
Mortgage lending process knowledge, regulatory compliance, sales and negotiation, relationship management, cross-selling, up-selling, customer advocacy, data analysis, strategic initiative execution
Preferred skills
Credit qualifications, real estate industry knowledge, personal banking expertise, investment services knowledge, business lending knowledge
Technologies
BMO internal systems, reporting dashboards
Responsibilities
Proactively contacts referral and origination sources to lead discussions about home financing solutions; Assists with implementation of targeted marketing programs and promotions; Actively searches for cross-sell and up-sell opportunities; Serves as a customer advocate during application and processing activities; Guides customers throughout mortgage application and processing; Partners with branch teams to finalize documentation and hand off customers; Resolves or escalates issues to meet customer expectations; Analyzes data to provide insights and recommendations; Gathers and formats data into regular and ad-hoc reports and dashboards; Engages with referral network to generate referrals and mortgage originations; Completes transactions in compliance with guidelines.
Seniority
Mid-level (3-5 years experience)