Mortgage Renewal Advisor (Inbound) – Financing Solutions

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Job summary

BMO Financial Group in Canada is hiring a Mortgage Advisor to proactively provide expert advice on mortgage renewal and financing needs, products and solutions to retain and expand share of wallet. You will fulfill sales and service activities, identify referrals, and deliver a superior customer experience across channels.

You will drive the mortgage renewal sales process, negotiate pricing, and integrate marketing promotions into conversations while handling complex situations with

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.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Responsibilities

• 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.

Skills

Mortgage products

Sales experience

Communication skills

Financial analysis

Education

Relevant post-secondary education

Tools

CRM software

Call centre tech

Job description

BMO Financial Group in Canada is hiring a Mortgage Advisor to proactively provide expert advice on mortgage renewal and financing needs, products and solutions to retain and expand share of wallet. You will fulfill sales and service activities, identify referrals, and deliver a superior customer experience across channels.

You will drive the mortgage renewal sales process, negotiate pricing, and integrate marketing promotions into conversations while handling complex situations with