Mortgage Renewal & Financing Advisor (Remote)

BMO; United States; Remote; USD 41.000 - 80.000; Vollzeit

Benefits dieser Stelle

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Zusammenfassung

BMO Financial Group is seeking a Mortgage Renewal/Financing Specialist to proactively provide expert advice on mortgage options and cross-sell products. The role involves handling customer contacts, following approved procedures, and coordinating with internal teams to deliver a positive customer experience.

The position requires bilingual English/French abilities to support clients across Quebec and beyond, with remote/telework options and a salary range reflecting experience and location.

Qualifikationen

• Verbal & written communication skills are required (Good).
• Organization skills are important (Good).
• Collaboration & team skills are essential (Good).
• Analytical and problem solving skills are important (Good).

Aufgaben

• 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.
• Researches lending applications following established processes and maintains confidentiality.

Kenntnisse

Verbal & written communication

Organization skills

Collaboration & team skills

Analytical & problem solving

Jobbeschreibung

BMO Financial Group is seeking a Mortgage Renewal/Financing Specialist to proactively provide expert advice on mortgage options and cross-sell products. The role involves handling customer contacts, following approved procedures, and coordinating with internal teams to deliver a positive customer experience.

The position requires bilingual English/French abilities to support clients across Quebec and beyond, with remote/telework options and a salary range reflecting experience and location.