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ADAPTED_NOW

Mortgage Specialist

Proactively contacts referral and origination sources identified through the creation of national partnerships and/or creates local partnerships to lead discussions about home financing solutions. You will be provided with industry-leading training and support and will be able to build your existing referral network with our competitive referral programs to achieve your full potential.

KBSkills

ACTIVE

<div><div><div><div><div><div><div><div><div><div><div><div><div><div><p style="text-align:left">Application Deadline:</p></div></div></div></div></div></div></div></div></div></div></div></div></div></div>07/30/2025<p style="text-align:inherit"/><p style="text-align:inherit"/><p style="text-align:left">Address:</p>297 Erie Street South<p style="text-align:inherit"/><p style="text-align:inherit"/><div><div><div><div><div><div><div><p style="text-align:left">Job Family Group:</p></div></div></div></div></div></div></div>Retail Banking Sales & Service<p style="text-align:inherit"/><p style="text-align:inherit"/><p>Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Mortgage Specialist can offer you all that and much more. Expect to fill an important and rewarding role – helping customers make their dream of home ownership a reality. You will be provided with industry-leading training and support and will be able to build your existing referral network with our competitive referral programs to achieve your full potential.</p><p style="text-align:inherit"/><p style="text-align:inherit"/><p>Cultivates, builds, and manages relationships with a referral network 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. Follows corporate policies, operating directives, legal and regulatory requirements.</p><ul><li>Proactively contacts referral and origination sources identified through the creation of national partnerships and/or creates local partnerships to lead discussions about home financing solutions.</li><li>Assists with the implementation of targeted marketing programs, promotions, and other initiatives.</li><li>Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.</li><li>Supports the delivery of targeted marketing programs, promotions, and other initiatives.</li><li>Seeks opportunities to expand network by obtaining referrals and originations from existing relationships.</li><li>Establishes and enhances the Bank’s community presence by participating in trade shows, conferences, and related events.</li><li>Serves a customer advocate during application and processing activities.</li><li>Completes onboarding activities as required.</li><li>Delivers exceptional customer service that builds trust through expertise, responsive service, and support.</li><li>Guides customers throughout mortgage application and processing activities.</li><li>Partners with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs.</li><li>Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.</li><li>Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and investment) and refer to appropriate BMO partners.</li><li>Stays abreast of consumer needs, industry trends, best practices, and the regulatory requirements, policies, and procedures for mortgage products and services.</li><li>Addresses customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution.</li><li>Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.</li><li>Provides advice and guidance to assigned business/group on implementation of solutions.</li><li>Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.</li><li>Helps determine business priorities and best sequence for execution of business / group strategy.</li><li>Conducts independent analysis and assessment to resolve strategic issues.</li><li>Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.</li><li>Documents updates in BMO’s internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.</li><li>Analyzes data and information to provide insights and recommendations.</li><li>Gathers and formats data into regular and ad-hoc reports and dashboards.</li><li>Provides input into the planning and implementation of operational programs.</li><li>Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.</li><li>Organizes work information to ensure accuracy and completeness.</li><li>Engages with referral network to create strong relationships that generate referrals and mortgage originations for clients requiring real estate lending solutions.</li><li>Completes all necessary transactions in compliance with guidelines and other requirements to maintain operational integrity.</li><li>Focus may be on a business/group.</li><li>Thinks creatively and proposes new solutions.</li><li>Exercises judgment to identify, diagnose, and solve problems within given rules.</li><li>Works mostly independently.</li><li>Broader work or accountabilities may be assigned as needed.</li></ul><p/><p><b>Qualifications:</b></p><ul><li>Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.</li><li>If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.</li><li>In-depth understanding of the mortgage lending process and applicable regulatory requirements.</li><li>Strong interpersonal, sales, customer service, and negotiation skills.</li><li>Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.</li><li>Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.</li><li>Strong knowledge of the broader real estate industry and mortgage market.</li><li>Strong negotiation skills.</li><li>Specialized knowledge from education and/or business experience.</li><li>Verbal & written communication skills - In-depth.</li><li>Collaboration & team skills - In-depth.</li><li>Analytical and problem solving skills - In-depth.</li><li>Influence skills - In-depth.</li></ul><div><div><div><div><div><div><div><p style="text-align:inherit"/><p style="text-align:left"><b>Salary</b><b>:</b></p></div></div></div></div></div></div></div><p style="text-align:inherit"/><div><div><div><div><div><div><div><p style="text-align:left"><b>Pay Type: </b></p></div></div></div></div></div></div></div>Commission<p style="text-align:inherit"/><p style="text-align:left">The above represents BMO Financial Group’s pay range and type.</p><p style="text-align:inherit"/><p style="text-align:left">Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.</p><p style="text-align:inherit"/><p style="text-align:left">BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards</p><p style="text-align:inherit"/><p style="text-align:inherit"/><p><b>About Us</b></p><p/><p>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.</p><p/><p>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.</p><p/><p>To find out more visit us at https://jobs.bmo.com/ca/en.</p><p/><p>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.</p><p/><p>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.</p>

BMO Financial

Analysis Skills

Banking Services

Best Practices

Business Loans

Business Strategy

Cash Management

Coaching

Commercial Loans

Communication Skills

Community Banking

Conferences

Cross-Selling

Customer Relations

Customer Support/Service

Data Analysis

Data Collection

Data Formats

Documentation

Economic Growth

Entrepreneurship

Establish Priorities

Finance Software

Financial Reporting

Identify Issues

Industry/Trade Analysis

Interpersonal Skills

Investment Services

Legal

Loan Origination

Loans

Maintenance Services

Mortgage

Mortgage Lending

Needs Assessment

Negotiation Skills

Network Administration/Management

Network Support

Onboarding

Outbound Marketing

Presentation/Verbal Skills

Problem Solving Skills

Professional Services

Profit & Loss

Promotional Programs

Real Estate

Recruiting/Staffing Agency

Regulatory Requirements

Relationship Management

Reporting Dashboards

Resolve Customer Issues

Sales

Sales Pipeline

Sales Prospecting

Service Level Agreement (SLA)

Strategic Planning

Target Marketing

Team Player

Time Management

Trade Shows

Up-Selling

Writing Skills

pxappcastusd

Materials Coordinator

Plan all incoming Raw materials, purchased components, packaging, sub-suppliers and outside services to support manufacturing and shipping requirements and oversee Receivers in accordance with stated policies, procedures and departmental goals. The incumbent is responsible for the awareness, understanding, specific responsibilities and management of the Environmental Management System (EMS) as stated in EMS policy CEVPL.00005.

<h3 style="margin:0in 0in 0.0001pt;font-size:13pt;font-family:'arial' , sans-serif;font-weight:bold">Summary</h3><p style="margin:0in 0in 0.0001pt;font-size:11pt;font-family:'arial' , sans-serif">The Materials Coordinator will manage production suppliers.  Plan all incoming Raw materials, purchased components, packaging, sub-suppliers and outside services to support manufacturing and shipping requirements and oversee Receivers in accordance with stated policies, procedures and departmental goals. Directly or through manager, ensures achievement of company goals and objectives. This position participates fully in department initiatives. This position will work closely with the Materials Supervisor.  </p><h3 style="margin:0in 0in 0.0001pt;font-size:13pt;font-family:'arial' , sans-serif;font-weight:bold"> </h3><h3 style="margin:0in 0in 0.0001pt;font-size:13pt;font-family:'arial' , sans-serif;font-weight:bold">Job Duties</h3><ul style="margin-bottom:0in;margin-top:0px"><li style="margin:0in 0in 0.0001pt 0px;font-size:11pt;font-family:'arial' , sans-serif">Coordinate all incoming logistics planning with suppliers, as applicable</li><li style="margin:0in 0in 0.0001pt 0px;font-size:11pt;font-family:'arial' , sans-serif">Inventory expert, working with ERP systems to troubleshoot inventory discrepancies and monitor inventory accuracy</li><li style="margin:0in 0in 0.0001pt 0px;font-size:11pt;font-family:'arial' , sans-serif">General knowledge of PPAP, TS16949, ISO14001, MSDS, CTPAT and Health & Safety requirements</li><li style="margin:0in 0in 0.0001pt 0px;font-size:11pt;font-family:'arial' , sans-serif">On-call from the plant by cell phone after hours</li></ul><ul style="margin-bottom:0in;margin-top:0px"><li style="margin:0in 0in 0.0001pt 0px;font-size:11pt;font-family:'arial' , sans-serif">Issue firm and forecast releases to vendors on an ongoing basis for all production related items (i.e.  Steel, Aluminum, Purchased Components, Packaging, sub-suppliers and Outside services)</li><li style="margin:0in 0in 0.0001pt 0px;font-size:11pt;font-family:'arial' , sans-serif">Coordinate receiving schedules to ensure a smooth flow of incoming products</li><li style="margin:0in 0in 0.0001pt 0px;font-size:11pt;font-family:'arial' , sans-serif">Maintain minimum inventory levels and monitor for accuracy regularly with cycle counts</li><li style="margin:0in 0in 0.0001pt 0px;font-size:11pt;font-family:'arial' , sans-serif">Work as a team with Manufacturing to designate storage locations for all purchased components, Steel, Aluminum and packaging. Maintain Maps and charts for plant level reference</li><li style="margin:0in 0in 0.0001pt 0px;font-size:11pt;font-family:'arial' , sans-serif">Verify receipt data entry from Receivers and monitor FIFO of raw materials throughout the plant</li><li style="margin:0in 0in 0.0001pt 0px;font-size:11pt;font-family:'arial' , sans-serif;font-weight:bold">CMS database-Purchasing and Inventory expert.  Troubleshooting inventory discrepancies, understanding transactions in inventory database and root cause analysis</li><li style="margin:0in 0in 0.0001pt 0px;font-size:11pt;font-family:'arial' , sans-serif;font-weight:bold">Ensure current MSDS for items purchased are on file at all times </li><li style="margin:0in 0in 0.0001pt 0px;font-size:11pt;font-family:'arial' , sans-serif;font-weight:bold">Coordinate various outbound shipments related to vendors/production (i.e. Scrap processor, returnable containers; materials for out of house tryouts). </li><li style="margin:0in 0in 0.0001pt 0px;font-size:11pt;font-family:'arial' , sans-serif;font-weight:bold">Report monthly Supplier Performance and summarize for QOS reporting</li><li style="margin:0in 0in 0.0001pt 0px;font-size:11pt;font-family:'arial' , sans-serif;font-weight:bold">Work with Quality Supervisors on supplier quality issues. (Ensure that production is protected)</li><li style="margin:0in 0in 0.0001pt 0px;font-size:11pt;font-family:'arial' , sans-serif;font-weight:bold">Keep up to date with system changes and training requirements related to job duties</li><li style="margin:0in 0in 0.0001pt 0px;font-size:11pt;font-family:'arial' , sans-serif">The incumbent is responsible for the awareness, understanding, specific responsibilities and management of the Environmental Management System (EMS) as stated in EMS policy CEVPL.00005.</li></ul><ul style="margin-bottom:0in;margin-top:0px"><li style="margin:0in 0in 0.0001pt 0px;font-size:11pt;font-family:'arial' , sans-serif">The incumbent is responsible for the awareness, understanding, specific responsibilities and management of the Quality Management System (QMS) as stated in </li></ul><p style="margin:0in 0in 0.0001pt 0.25in;font-size:11pt;font-family:'arial' , sans-serif">CQAM.00001 – Corporate Quality Manual.</p><p style="margin:0in 0in 0.0001pt 0.5in;font-size:11pt;font-family:'arial' , sans-serif"/><p/><p style="margin:0in 0in 0.0001pt;font-size:11pt;font-family:'arial' , sans-serif"><strong>Requirements</strong></p><ul style="margin-bottom:0in;margin-top:0px"><li style="margin:0in 0in 0.0001pt 0px;font-size:11pt;font-family:'calibri' , sans-serif">Minimum 3 to 5 years in the automotive industry</li><li style="margin:0in 0in 0.0001pt 0px;font-size:11pt;font-family:'calibri' , sans-serif">2 years Inventory control experience</li><li style="margin:0in 0in 0.0001pt 0px;font-size:11pt;font-family:'calibri' , sans-serif">Excellent organizational and time management skills</li><li style="margin:0in 0in 0.0001pt 0px;font-size:11pt;font-family:'calibri' , sans-serif">Excellent English communication skills (verbal and written)</li><li style="margin:0in 0in 0.0001pt 0px;font-size:11pt;font-family:'calibri' , sans-serif">Positive attitude</li><li style="margin:0in 0in 0.0001pt 0px;font-size:11pt;font-family:'calibri' , sans-serif">Proficiency with database applications and administration systems, specifically Microsoft Office. </li><li style="margin:0in 0in 0.0001pt 0px;font-size:11pt;font-family:'calibri' , sans-serif">Ability to work effectively alone and prioritize. </li><li style="margin:0in 0in 0.0001pt 0px;font-size:11pt;font-family:'calibri' , sans-serif">Must be a highly motivated, service and team-oriented individual with an attention to detail.</li><li style="margin:0in 0in 0.0001pt 0px;font-size:12pt;font-family:'times new roman' , serif">Enthusiasm for challenge and new initiatives are prerequisites.</li><li style="margin:0in 0in 0.0001pt 0px;font-size:12pt;font-family:'times new roman' , serif">Strong analytical ability</li><li style="margin:0in 0in 0.0001pt 0px;font-size:12pt;font-family:'times new roman' , serif">Supervisory and interpersonal skills are required</li><li style="margin:0in 0in 0.0001pt 0px;font-size:12pt;font-family:'times new roman' , serif">Troubleshooting ability is required</li><li style="margin:0in 0in 0.0001pt 0px;font-size:12pt;font-family:'times new roman' , serif">Strong decision making and problem solving skills</li><li style="margin:0in 0in 0.0001pt 0px;font-size:12pt;font-family:'times new roman' , serif">Demonstrated good internal customer service skills</li><li style="margin:0in 0in 0.0001pt 0px;font-size:12pt;font-family:'times new roman' , serif">Detail oriented</li><li style="margin:0in 0in 0.0001pt 0px;font-size:12pt;font-family:'times new roman' , serif">Good computer skills</li><li style="margin:0in 0in 0.0001pt 0px;font-size:12pt;font-family:'times new roman' , serif">Overtime as required</li></ul><a href="https://ars2.equest.com/?response_id=d4e8b60d0ec0fd903abb909beea5e418" rel="nofollow"></a>

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