Mortgage Advisor: High-Earning, Client-Focused

BMO; Gunnison (CO); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Competitive referral programs

Industry-leading training

Job summary

BMO Gunnison is seeking a Mortgage Specialist to help customers realize their home ownership dreams. You will leverage national partnerships and local referrals, deliver exceptional service, and guide clients through mortgage applications and processing.

Training and support are provided to grow your referral network and achieve sales targets. The role emphasizes building community presence, cross-selling banking solutions, and collaborating with branch teams to ensure a smooth mortgage

Qualifications

• 3-5 years of relevant experience and post-secondary degree in related field of study or equivalent
• In-depth understanding of mortgage lending process and regulatory requirements
• Strong interpersonal, sales, customer service and negotiation skills

Responsibilities

• Proactively contacts referral and origination sources identified through partnerships
• Assists with targeted marketing programs and promotions
• Seeks cross-sell and up-sell opportunities for branch profitability
• Guides customers through mortgage application and processing activities
• Partners with branch teams to hand off customers and finalize mortgage documentation
• Delivers exceptional customer service and builds trust through expertise and responsive service

Skills

Interpersonal skills

Sales experience

Customer service

Negotiation skills

Self-management

Analytical and problem solving

Influence skills

Verbal & written communication

Collaboration & teamwork

Education

Post-secondary degree in related field

Job description

BMO Gunnison is seeking a Mortgage Specialist to help customers realize their home ownership dreams. You will leverage national partnerships and local referrals, deliver exceptional service, and guide clients through mortgage applications and processing.

Training and support are provided to grow your referral network and achieve sales targets. The role emphasizes building community presence, cross-selling banking solutions, and collaborating with branch teams to ensure a smooth mortgage