Inbound Mortgage Renewal Advisor

BMO; New Brunswick; On-site; CAD 37,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a customer-focused mortgage renewal advisor in New Brunswick. You will provide expert guidance on mortgage options, drive sales through inbound and outbound interactions, and integrate promotions into conversations to meet business goals.

Responsibilities include handling transactions, collaborating with stakeholders, and ensuring accurate documentation while maintaining regulatory compliance and confidentiality.

Qualifications

• Between 2 - 3 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience is preferred, not required.
• Knowledge of personal lending and home financing products.
• Knowledge of competitive marketplace and trends in product offerings.
• Knowledge of contact centre operational processes and policies.
• Knowledge of call centre technology, processes and metrics.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Responsibilities

• Proactively provides expert advice on mortgage renewal/financing needs, products and solutions to retain and expand share of wallet.
• Drives the sales process for inbound and outbound customer contacts upon mortgage renewal, through in-depth home financing options.
• Integrates marketing promotions and programs into customer conversations, where appropriate.
• Manages all transactional outcomes of customer contacts or refers to appropriate groups.
• Negotiates home financing pricing ensuring customers feel valued at the same time as profitable transactions.
• Probes to understand customer needs related to mortgage renewal, investment and financing options; provides advice in the best interests of the customer.
• Handles customer contacts in an informed, professional, and efficient manner.
• Collaborates with internal and external stakeholders in order to deliver on business objectives.
• Escalates complex or unresolved customer situations to managers as required.
• Performs any required documentation to ensure customer’s requests are accurately processed.

Skills

Verbal & written communication

Organization skills

Collaboration & team skills

Analytical and problem solving

Personal lending knowledge

Call centre processes & metrics

Competitive marketplace knowledge

Job description

BMO Financial Group is seeking a customer-focused mortgage renewal advisor in New Brunswick. You will provide expert guidance on mortgage options, drive sales through inbound and outbound interactions, and integrate promotions into conversations to meet business goals.

Responsibilities include handling transactions, collaborating with stakeholders, and ensuring accurate documentation while maintaining regulatory compliance and confidentiality.