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    Associate Mortgage Broker - Burnaby, BC, Canada - BMO

    BMO
    BMO Burnaby, BC, Canada

    2 weeks ago

    BMO background
    Description

    Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market.

    Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures.

    Inputs and mitigates credit applications in coordination with internal partners and customers to facilitate smooth fulfillment and ensure documentation meets stipulated terms and conditions.

    Monitors approved home financing applications to coordinate collection of all required documentation.

    Provides administrative support by maintaining a database of third party referral sources and customers including development and maintenance of a marketing calendar.

    Ensures third party referral sources are kept aware of the latest BMO offers and news including preparing and sending updated rate sheets.

    Completes pre- and post- sales activities that support business and market share growth.
    Receives and fulfils approved home and/or investment financing applications to provide accurate and efficient credit and administrative support.
    Monitors home financing applications to advise Mortgage Specialist of any issues that might impede turnaround time and/or approval.

    Provides marketing, event coordination, and general administrative support to assist the Mortgage Specialist in effectively maintaining positive and ongoing contact with their broader referral network.

    Identifies client needs for banking products (e.g. everyday banking, lending, and investment) and refers to appropriate BMO partners.

    Stays abreast of consumer needs, industry trends, best practices, and the regulatory requirements, policies, and procedures for mortgage products and services.

    Coordinates and executes specific activities for the implementation of strategic initiatives; Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.

    Analyzes data and information to provide insights and recommendations.
    Gathers and formats data into regular and ad-hoc reports and dashboards.
    Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.
    Participates in projects and other activities designed to improve the customer experience.

    Liaises between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise.

    Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures.

    Follows security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation.

    Protects the Bank's assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements and established risk guidelines.

    Understands risks and takes appropriate actions as they relate to personal banking, deposit and investment products, including all documentation, and any other requirements to maintain operational integrity.

    Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures.

    Typically between - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.

    Working knowledge of credit policies and directives.
    In-depth knowledge of risk management and compliance.
    Working knowledge of personal lending and mortgage products and services.
    We're here to help
    It calls on us to create lasting, positive change for our customers, our communities and our people. We strive to help you make an impact from day one - for yourself and our customers.

    We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.

    From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

    Accommodations are available on request for candidates taking part in all aspects of the selection process.
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