• 2362490
  • (Reference :1600022397)
  • Mortgage Specialist


  • Description

    Laval area

    Mortgage Specialist (MS) originates, builds and relationship manages a
    third-party network of referral sources to build a pipeline of mortgage
    business with a focus on external/new to BMO customers.

    MS partners with the Branch team to ensure proper customer hand off in
    order to finalize mortgage documentation, as well as refer customers
    with non-mortgage needs.

    Actively search for cross-sell and up-sell opportunities for positioning to the branch.
    - Proactively
    contact and engage with third party realtors, lawyers and other related
    referral sources to create strong relationships which lead to referrals
    of customers who require simple to complex real estate lending
    solutions.- Lead
    client/realtor discussions and sell real estate lending products and
    insurances. Collect terms and conditions and service when required.- Proactively
    contact realtors/referral sources identified through the creation of
    nation partnerships and/or create local partnerships.- Identify and make appropriate referrals that add value to the customer attempting to gain full share of wallet.- Establish
    and enhance the bank’s presence with the community (participation at
    trade shows, conferences and other related events.- High/exceptional producers may be required to indirectly manage a sales assistant.

    Qualifications and skills
    - Credit Qualified- Maintain expert level knowledge of self-management and teamwork, personal lending, relationship sales and management.- Possess
    functional level knowledge of Everyday Banking, Investments, Trust
    Services, Commercial Lending and commercial Cash Management- Strong knowledge of the broader real estate industry and Canadian mortgage market- Ability to conduct complete customer conversations and needs assessment- Providing practical solutions for customers; discussing alternative solutions- Strong negotiation skills- Solid background in computers and technology- Ability to use various software and programs to enhance process- Fluent French is required
    our company, we have been helping our customers and communities for
    over 195 years. Working with us means being part of a team of talented
    and passionate individuals with a shared focus on working together to
    deliver great customer experiences. We stand behind your success with
    the support you need to turn your potential into performance.

    To find out more visit our website at www.bmo.com/careers.

    Financial Group is committed to an inclusive, equitable and accessible
    workplace. By embracing diversity, we gain strength through our people
    and our perspectives. We welcome and encourage applications from people
    with disabilities. Accommodations are available on request for
    candidates taking part in all aspects of the selection process.
    Job Retail Lending & Mortgages
    Primary Location Canada-Quebec-Laval

    Organisation P&C Distribution-X000020
    Schedule full-time
    Job Posting 11/21/16
    Unposting Date 01/05/17

Company description

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