Home Financing Relationship Advisor

BMO; Glendale (AZ); On-site; USD 42,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO is seeking a Mortgage Role focused on cultivating and managing relationships to grow home financing opportunities in the United States. You will engage referral networks, identify sales opportunities, and coordinate with branch teams to guide customers through mortgage applications and processing.

The role emphasizes delivering superior service, building trust, and complying with regulatory requirements while expanding BMO’s share of the mortgage market.

Qualifications

• In-depth understanding of the mortgage lending process and applicable regulatory requirements.
• Strong interpersonal, sales, customer service, and negotiation skills.
• Verbal & written communication skills - in-depth.
• A criminal background review and credit history evaluation will be required for this position.

Responsibilities

• Cultivates, builds, and manages relationships with a referral network to generate mortgage opportunities.
• Identifies sales opportunities and refers to BMO colleagues as appropriate.
• Delivers exceptional customer service and guides customers through mortgage applications and processing.

Skills

Interpersonal skills

Sales

Customer service

Negotiation

Relationship building

Education

Post-secondary degree or equivalent

Job description

BMO is seeking a Mortgage Role focused on cultivating and managing relationships to grow home financing opportunities in the United States. You will engage referral networks, identify sales opportunities, and coordinate with branch teams to guide customers through mortgage applications and processing.

The role emphasizes delivering superior service, building trust, and complying with regulatory requirements while expanding BMO’s share of the mortgage market.