Job Description

Application Deadline: 07/13/2023

Address: 55 Bloor Street West

Job Family Group: Customer Solutions

Cultivates, builds, and manages relationships with a third-party network of referral and origination sources to build a pipeline of new mortgage business and increase BMO\xe2\x80\x99s share of the home financing market. The role will identify and build relationships with brokerage firms, develop business, manage relationships, and provide sales support, as well as represent BMO at trade shows, and other client events. As a BrokerEdge BDM you will play an integral role in driving customer acquisition to help diversify BMOs Home Financing client base.

• Develops and delivers sales programs and initiatives to achieve sales results targeted to customer needs.
• Develops mortgage referral and origination strategies to achieve profitability objectives.
• Models effective sales practices and behaviors to build and improve sales capability and enhance sales performance.
• Participates at events in the market to foster a positive image of the Bank and advocate for the Bank\xe2\x80\x99s products and services.
• Develops and maintains relationships with existing and potential centers of influence, sources of origination, and business partners to match customer needs with products and services.
• Works with the client and BMO stakeholders to ensure a seamless process and effective onboarding.
• Manages and resolves sales and pricing escalations and customer service issues, escalates as required.
• Influences and negotiates to achieve business objectives.
• Recommends and implements solutions based on analysis of issues and implications for the business.
• Assists in the development of strategic plans.
• Identifies emerging issues and trends to inform decision-making.
• Recommends and implements solutions based on analysis of issues and implications for the business.
• Assists in the development of strategic plans.
• Identifies emerging issues and trends to inform decision-making.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Helps determine business priorities and best sequence for execution of business / group strategy.
• Conducts independent analysis and assessment to resolve strategic issues.
• Acts as the day to day contact for third parties; supports the implementation, maintenance, and sustainment of origination solutions.
• Leads/oversees the management of key relationships and provides guidelines for execution; ensures that all agreements are met as per requirements.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Monitors and tracks performance, and addresses any issues.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
• Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging, and identifies appropriate distribution channels.
• Works with partners to resolve complex or persistent issues, manage exceptions, and serve as an escalation point for others.
• Provides input into the planning and implementation of operational programs.
• Makes recommendations to improve BMO processes and systems.
• Leads / participates in the design, implementation and management of core business / group processes.
• Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.
• Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
• Engages with third parties to create strong relationships that generate referrals and mortgage originations for clients requiring real estate lending solutions.
• Completes all necessary transactions in compliance with guidelines and other requirements to maintain operational integrity.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles non-routine situations.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
• In-depth understanding of the mortgage lending process and applicable regulatory requirements.
• In-depth knowledge of the competitive marketplace and trends in mortgage sales.
• Strong project and time management.
• Strong experience with management and leadership and change management.
• Deep knowledge and technical proficiency gained through extensive education and business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

We\xe2\x80\x99re 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 \xe2\x80\x93 for yourself and our customers. We\xe2\x80\x99ll 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\xe2\x80\x99ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at .

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other\xe2\x80\x99s 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.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

BMO Financial Group