Athletics fundraising coordinator advancing University of Alberta Golden Bears and Pandas sports programs. Managing donor stewardship, alumni relations, fundraising initiatives, events and data - driven operations.
About the role
- Mortgage Specialist building referral networks and guiding customers through home financing applications. Supporting BMO’s mortgage sales, service, and compliance objectives.
Responsibilities
- Cultivate, build, and manage referral-network relationships to create a pipeline of new mortgage business
- Identify sales opportunities and refer customers to appropriate BMO colleagues
- Develop and execute marketing and sales programs, promotions, and initiatives
- Contact referral and origination sources and develop local partnerships for home financing discussions
- Search for cross-sell and up-sell opportunities to achieve sales and profitability goals
- Expand the referral network and generate mortgage originations
- Establish BMO’s community presence through trade shows, conferences, and related events
- Advocate for customers during mortgage application and processing
- Guide customers through mortgage application and processing activities
- Partner with branch teams to hand off customers, finalize mortgage documentation, and refer non-mortgage needs
- Resolve or escalate issues and ensure funds are advanced in a timely manner
- Provide professional customer service and identify needs for banking products
- Stay current on consumer needs, industry trends, best practices, and regulatory requirements
- Develop solutions and recommendations aligned with business strategy and stakeholder needs
- Support strategic initiatives with internal and external stakeholders
- Conduct analysis and assessment to resolve strategic issues
- Liaise with BMO teams and customers to complete home financing applications
- Document updates in BMO’s internal systems
- Analyze data and prepare regular and ad-hoc reports and dashboards
- Execute routine service requests and transactions within service-level agreements
- Complete transactions in compliance with applicable guidelines and requirements
- Apply BMO’s Risk Management Framework and make risk-informed decisions
Requirements
- Typically 3–5 years of relevant experience
- Post-secondary degree in a related field of study or an equivalent combination of education and experience
- Credit qualifications and associated credit knowledge and skills according to credit portfolio requirements and qualification standards, if applicable
- In-depth understanding of the mortgage lending process and applicable regulatory requirements
- Strong 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
- Strong knowledge of the broader real estate industry and mortgage market
- Specialized knowledge from education and/or business experience
- In-depth verbal and written communication skills
- In-depth collaboration and team skills
- In-depth analytical and problem-solving skills
- In-depth influence skills
Benefits
- Commission structure
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- Industry-leading training and support
- Manager support and coaching
- Network-building opportunities
- Inclusive, equitable, and accessible workplace
- Accommodations available during the selection process
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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