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Mortgage Banking Specialist

2 months ago

Morgan Hill, California, United States BMO Financial Group Full time

Role Overview: The Mortgage Banking Specialist is responsible for developing and nurturing relationships with a network of referral sources to enhance the mortgage business pipeline and increase BMO's market share in home financing.

Key Responsibilities:

  • Identify and pursue sales opportunities to meet individual sales and profitability targets.
  • Engage proactively with realtors and referral sources to establish partnerships that facilitate discussions around real estate lending products.
  • Implement targeted marketing initiatives and promotional activities to drive business outcomes.
  • Expand the referral network by leveraging existing relationships for new opportunities.
  • Enhance BMO's community presence through participation in industry events and conferences.
  • Act as a customer advocate throughout the mortgage application and processing phases.
  • Provide administrative support to maintain ongoing communication with the referral network.
  • Deliver exceptional customer service that fosters trust and satisfaction.
  • Organize events and seminars to appreciate customers and provide information on mortgage processes.
  • Collaborate with branch teams to ensure seamless customer transitions during the mortgage documentation process.
  • Address customer issues promptly to meet expectations and ensure timely fund disbursement.
  • Identify client needs for various banking products and refer them to appropriate BMO partners.
  • Develop tailored solutions based on an understanding of business strategies and stakeholder requirements.
  • Support the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Conduct analysis to resolve strategic challenges and ensure effective completion of home financing applications.
  • Maintain accurate documentation in BMO's internal systems to track customer opportunities and transactions.
  • Analyze data to provide insights and recommendations for business improvement.
  • Engage with third-party realtors and legal professionals to strengthen referral relationships.
  • Ensure compliance with regulatory requirements and internal policies throughout the mortgage process.
  • Participate in projects aimed at enhancing the customer experience.

Qualifications:

  • 3 to 5 years of relevant experience, with a post-secondary degree in a related field or equivalent education and experience.
  • Understanding of portfolio management and credit qualification standards.
  • Comprehensive knowledge of the mortgage lending process and applicable regulations.
  • Strong interpersonal, sales, and customer service skills.
  • Expertise in personal lending and relationship management.
  • Familiarity with personal banking, investments, and commercial lending.
  • Excellent verbal and written communication skills.
  • Strong analytical and problem-solving abilities.

Compensation: The salary range for this position is $48,000 to $90,200, with a combination of salary and commission. BMO Financial Group offers a comprehensive benefits package, including health insurance, retirement savings plans, and performance-based incentives.

Company Commitment: BMO is dedicated to fostering an inclusive and equitable workplace. We value diversity and strive to create a supportive environment for all employees.