Mortgage Specialist Assistant

BMO Financial Group - Kelowna, BC (30+ days ago)

Apply Now

Address:
1875 Dilworth Drive

Job Family Group:
Retail Banking Sales & Service

Thank you for your interest in BMO Financial Group. We are currently working towards providing a better candidate experience by including all of our job descriptions in both English and French. In the meantime, if this role is located in Quebec and/or New Brunswick please reference the French job description available below the English version. Otherwise please see the job description below in English as per federal language requirements.

Nous vous remercions pour votre intérêt à l'égard de BMO Groupe financier. Nous travaillons actuellement à offrir une meilleure expérience aux candidats en publiant toutes nos descriptions de poste en français et en anglais. Entre-temps, si ce poste est affiché au Québec ou au Nouveau-Brunswick, veuillez consulter la description de poste en français disponible sous la version anglaise. Autrement, veuillez consulter la description de poste ci-dessous en anglais, conformément aux exigences fédérales en matière de langues

The Mortgage Specialist (MS) Assistant role is accountable to support BMOs vision to be the bank that defines great customer experience and to further our strategy to having the most productive sales and distribution network in the country by providing top-performing MSs with customer oriented pre-sale service and administrative supports such as:

Liaising with third party referral sources providing them with updated rate sheets and marketing materials, and responding to all queries in a timely fashion
Booking customer appointments
Providing administrative support such as keying applications into the credit system, maintaining databases of client and third party referral contact information, and updating credit files to assist with the verification of terms and conditions
Organizing customer appreciation events
Identifying cross sell opportunities

Bring your passion for creating great customer experiences, along with:

Passion for helping customers
Strong Sales and service oriented with a demonstrated ability to proactively listen, identify sales opportunities and solve problems
Strong communication skills (over the telephone and in person)
Solid computer and multi-tasking skills
Strong collaboration skills

Education and Accreditation

Completed high school education, or equivalent work experience

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. 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.

To find out more visit us at https://bmocareers.com .

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.