Remote Mortgage Renewal Specialist

BMO; Toronto; Hybrid; CAD 37,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

BMO Financial Group in Canada is seeking a Mortgage Advisor to proactively advise on renewal/financing and to retain and grow share of wallet, handling inbound/outbound contacts.

You will manage all transactional outcomes, reference compliance, collaborate with stakeholders, and deliver a superior customer experience across remote and in-branch channels.

The role requires 2–3 years of related experience; compensation includes a salary range and benefits.

Qualifications

• 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.

Responsibilities

• Proactively provides expert advice on mortgage renewal/financing needs, products and solutions to retain and expand share of wallet.
• Fulfills sales and service activities for customers by following approved procedures.
• Identifies and makes referrals to other business groups.
• Drives the sales process for inbound and outbound customer contacts upon mortgage renewal, through in-depth home financing options.
• Negotiates home financing pricing ensuring customers feel valued at the same time as profitable transactions.

Skills

Mortgage lending

Customer service

Sales skills

Communication

Regulatory knowledge

Education

Finance education

Financial certifications

Tools

CRM software

Lending platforms

Job description

BMO Financial Group in Canada is seeking a Mortgage Advisor to proactively advise on renewal/financing and to retain and grow share of wallet, handling inbound/outbound contacts.

You will manage all transactional outcomes, reference compliance, collaborate with stakeholders, and deliver a superior customer experience across remote and in-branch channels.

The role requires 2–3 years of related experience; compensation includes a salary range and benefits.