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Stratford-upon-Avon

    Finance Audit Specialist - Stratford-upon-Avon, Warwickshire, United Kingdom - Bank of Montreal

    Bank of Montreal
    Bank of Montreal Stratford-upon-Avon, Warwickshire, United Kingdom

    1 week ago

    Default job 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.
    Actively searches for sales opportunities to achieve individual sales and profitability goals.

    Proactively contacts realtors and referral sources identified through the creation of national partnerships and/or creates local partnerships to lead client and realtor discussions and sell real estate lending products and insurance that meet the Bank's mortgage growth and profitability objectives.

    Assists with the implementation of targeted marketing programs, promotions, and other initiatives.
    Seeks opportunities to expand network by obtaining referrals from existing relationships.
    Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events.
    Serves a customer advocate during application and processing activities.

    Provides marketing, event coordination, and general administrative support to maintain positive and ongoing contact with their broader referral network.

    Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
    Organizes customer appreciation events, seminars, and conference calls.
    Guides customers throughout mortgage application and processing activities.
    Partners with branch teams to properly hand off customers to finalize mortgage documentation.
    Identifies client needs for banking products (e.g. everyday banking, lending, and investment) and refers to appropriate BMO partners.
    Provides advice and guidance to assigned business/group on implementation of solutions.
    Helps determine business priorities and best sequence for execution of business / group strategy.
    Analyzes data and information to provide insights and recommendations.
    Gathers and formats data into regular and ad-hoc reports and dashboards.
    Provides input into the planning and implementation of operational programs.

    Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions.

    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 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

    Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.
    In-depth understanding of the mortgage lending process and applicable regulatory requirements.
    Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.
    Strong knowledge of the broader real estate industry and mortgage market.
    S


    Only:
    This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement.


    Compensation and Benefits:
    100% commission role


    Compensation and Benefits:
    Retail Banking Sales & Service

    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.

    Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures.

    Proactively contacts realtors and referral sources identified through the creation of national partnerships and/or creates local partnerships to lead client and realtor discussions and sell real estate lending products and insurance that meet the Bank's mortgage growth and profitability objectives.

    Assists with the implementation of targeted marketing programs, promotions, and other initiatives.
    Seeks opportunities to expand network by obtaining referrals from existing relationships.
    Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events.

    Provides marketing, event coordination, and general administrative support to maintain positive and ongoing contact with their broader referral network.

    Organizes customer appreciation events, seminars, and conference calls.
    Guides customers throughout mortgage application and processing activities.
    Partners with branch teams to properly hand off customers to finalize mortgage documentation.
    Identifies client needs for banking products (e.g. everyday banking, lending, and investment) and refers to appropriate BMO partners.
    Provides advice and guidance to assigned business/group on implementation of solutions.
    Helps determine business priorities and best sequence for execution of business / group strategy.
    Analyzes data and information to provide insights and recommendations.
    Gathers and formats data into regular and ad-hoc reports and dashboards.
    Provides input into the planning and implementation of operational programs.

    Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions.

    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 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

    Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.
    In-depth understanding of the mortgage lending process and applicable regulatory requirements.
    Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.
    Strong knowledge of the broader real estate industry and mortgage market.
    S


    Only:
    This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement.


    Compensation and Benefits:
    100% commission role


    Compensation and Benefits:
    Commission The above represents BMO Financial Group's pay range and type.
    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.

    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. 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. To request accommodation, please contact your recruiter.

    A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

    BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life.

    Everywhere we do business, we're focused on building, investing and transforming how we work to drive performance and continue growing the good.

    More than 12 million customers count on us for personal and commercial banking, wealth management and investment services.

    As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers.

    In Canada, the United States and across the globe, we'll continue to build, invest and transform to drive performance that serves the good that grows.

    #
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