• B

    Mortgage Specialist Associate  

    - Burnaby

    Job DescriptionApplication Deadline:09/29/2025Address:7075 Kingsway AvenueJob Family Group:Retail Banking Sales & ServiceCultivates, 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.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.Contacts BMO colleagues where required to discuss any terms and conditions where the documentation provided is unacceptable and/or to obtain any missing 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.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.Completes pre- and post- sales activities that support business and market share growth.Understands customer needs to offer financial solutions that meet customer goals.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 BMO colleagues of any issues that might impede turnaround time and/or approval.Delivers exceptional customer service that builds trust through expertise, responsive service, and support.Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.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.Stays abreast of consumer needs, industry trends, best practices, and the regulatory requirements, policies, and procedures for mortgage products and services.Addresses customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution.Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.Documents updates in BMO’s internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports and dashboards.Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.Organizes work information to ensure accuracy and completeness.Engages with referral network 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.Completes complex & diverse tasks within given rules/limits.Analyzes issues and determines next steps; escalates as required.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable 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.Working knowledge of personal lending and mortgage products and services.Relationship Management skills – Good.Problem Solving – Good.Strategic influencing and negotiation – Basic.Basic specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Salary:$36,000.00 - $54,500.00Pay Type: SalariedThe above represents BMO Financial Group’s pay range and type.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.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-RewardsAbout UsAt 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://jobs.bmo.com/ca/en.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.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.

  • B

    Mortgage Specialist Associate  

    - Burnaby

    Job DescriptionApplication Deadline:09/29/2025Address:7075 Kingsway AvenueJob Family Group:Retail Banking Sales & ServiceCultivates, 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.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.Contacts BMO colleagues where required to discuss any terms and conditions where the documentation provided is unacceptable and/or to obtain any missing 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.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.Completes pre- and post- sales activities that support business and market share growth.Understands customer needs to offer financial solutions that meet customer goals.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 BMO colleagues of any issues that might impede turnaround time and/or approval.Delivers exceptional customer service that builds trust through expertise, responsive service, and support.Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.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.Stays abreast of consumer needs, industry trends, best practices, and the regulatory requirements, policies, and procedures for mortgage products and services.Addresses customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution.Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.Documents updates in BMO’s internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports and dashboards.Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.Organizes work information to ensure accuracy and completeness.Engages with referral network 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.Completes complex & diverse tasks within given rules/limits.Analyzes issues and determines next steps; escalates as required.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable 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.Working knowledge of personal lending and mortgage products and services.Relationship Management skills – Good.Problem Solving – Good.Strategic influencing and negotiation – Basic.Basic specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Salary:$36,000.00 - $54,500.00Pay Type: SalariedThe above represents BMO Financial Group’s pay range and type.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.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-RewardsAbout UsAt 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://jobs.bmo.com/ca/en.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.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.

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    Service Delivery Manager  

    - Burnaby

    Service Delivery Manager About Us: At Microserve, we are an industry leader in providing technology solutions to public and private sector clients across Western Canada. Headquartered in Burnaby, BC, with offices in Victoria, Calgary, and Edmonton, we employ over 550 team members, and are one of the largest technology solutions providers, recognized our ability to deliver and innovate to meet the changing needs of our clients. Position Overview The Service Delivery Manager is responsible for co-coordinating the delivery of services into key enterprise customers by acting as the bridge between the client and our operational delivery teams. You will have a hands-on approach and will be committed to the expansion and success of the business by managing all aspects of the delivery of services between Microserve and our clients in order to ensure targets are achieved. You will also be responsible for leading various projects in relation to service delivery while working closely with technology and building client relationships. In this role, you will also champion an inclusive and respectful work environment, embracing diverse perspectives and fostering a culture where all team members and clients feel valued and heard. Responsibilities: Responsible for overseeing and coordinating all aspects of service delivery for specific clients Coordinate schedules and resources, liaising between clients and Microserve Service Delivery teams Perform ongoing service level management and reporting, monitoring all service activity, and keeping track of both continuous improvement opportunities and issues that are identified and brought forward through regular business reviews Document policy and procedures to support on-going operations Manage the Profit and Loss reporting for projects and services engagements related to specific clients Work closely with Technical Services Team to make sure that time tracking and invoicing remains current and up to date Manage and monitor all aspects of service delivery, including ongoing operational support as well as project-based services Support sales team in the successful positioning, sale, and delivery of IT services and related solutions Identify and coordinate resource requirements for potential engagements to allow for the proactive planning and/or procurement of resources Monitor assigned services engagements, ensuring appropriate communication and reporting, and escalating any issues appropriately to management or client staff Manage engagement schedules and commitments; determine resource availability and coordinate manpower, materials, and equipment ensuring workflow and resources are well planned and coordinated Monitor field work activities, respond to and resolve issues or problems that arise in the field, ensure contract obligations are met, and ensure quality of work performed meets requirements Expedite initial analysis for various customer requests, business requirements analysis, cost estimate Preparation, solutions design and development, and quality assurance of the development process Managing the day-to-day activities of the team Motivating the team to achieve organizational goals Responsible for performance management of the team Responsible for administering annual performance reviews during contribution management Responsible for onboarding and training new team members Responsible for daily coaching and mentoring Act as a first point of escalation for team members Project Management: Produce project plans and schedules required for the successful delivery of projects Work with vendors and customers defining project requirements Gather and analyze, and be familiar with all phases of the system development lifecycle Manage the day to day operations of project team both virtually and via team meetings Collaborate with technical resources, business subject matter experts to establish the technical performance needs Guide the successful achievement of the objectives, in collaboration with the other members of the leadership team Recommend information technology strategies, policies and procedures through identifying problems, evaluating trends, and anticipating requirements Manage the profitability of projects Client Relationship Management: Keep the Senior Services Manager informed of all customer satisfaction issues and act expeditiously to mitigate each instance Network to improve the presence and reputation of the branch and company and achieve client relationship targets and any associated KPI’s (e.g., SLA adherence rates, client satisfaction scores, project delivery timelines). Collaborate closely with the Senior Services Manager and cooperate with additional account representatives Initiate and participate in Root Cause analysis and dispute resolution with key client contacts and/or with the Senior Services Manager and additional Microserve resources as required Qualification and Requirements: Post-secondary credentials related to information technology or an equivalent combination of experience and/or training in a similar organization working with large client(s) 2+ years of experience working in the IT industry, including experience successfully managing the delivery of IT services and projects in an enterprise environment ITIL foundations or other related certifications strongly preferred PMP certification or working towards certification is considered an asset Experience leading teams Strong Microsoft Office skills, including Excel, Visio, and Project Experience with or strong understanding of computer image deployment tools and processes Strong understanding of the importance of technical change management protocols in a large client business environment, also risk management practices (e.g., risk registers, mitigation plans) Strong understanding of IT security protocols and the importance of compliance in client environments Acceptance of and willingness to comply with all health and safety requirements as identified by Microserve and/or by our clients Exceptional organizational skills and attention to detail Ability to multitask and handle many different concurrent tasks to ensure all projects and operational outputs are delivered on time Strong analytical and planning skills Successful completion of a Criminal Background check Driver’s license and availability for occasional travel Corporate Responsibility Employees will embrace and embody our core values in their daily work: We Sweep Floors, Openness, Flexibility, Not Stuffy, and Customer-Driven. What do you get? Time-off policies that promote work/life balance Extended Medical and Dental plan from day one Amazing employee discounts with over 100+ companies (for example: cell phone plans, computer equipment, insurance, groceries, etc.) Fun Wellness & Engagement Activities – Such as exit rooms and staff holiday parties to name a few Community Involvement – We care about giving back to our communities and plan for volunteering events at least once per quarter Career advancement opportunities Hybrid working environment for specific roles Ongoing learning and development opportunities Professional development & Training reimbursement support Compensation: The salary range for this position is between $55,000 and $75,000 annually. The exact salary offered will be determined based on the candidate’s skills, qualifications, and relevant experience, as well as internal equity within the organization. At Microserve, we gather compensation benchmarking data across BC & Canada for our roles and use that data to build a salary range for our current team and future talent. Your exact salary is determined based on a combination of your relevant experience, skill, competencies, and internal pay equity. If you feel like this role is your dream job and have questions about compensation and benefits please get in touch with us as we are always happy to discuss further. At Microserve we believe that compensation conversations should always be ongoing. Microserve is committed to a diverse and inclusive workplace. We are an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, disability, age, or other legally protected status. If you would like to request an accommodation, please notify the Recruiter.


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