Mortgage Growth & Partnerships Specialist

Bank N.A.; Glendale (AZ); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank N.A. in Glendale, AZ seeks an experienced mortgage professional to cultivate referral networks and drive home financing opportunities. You will identify sales opportunities, refer to colleagues when needed, and develop marketing programs to grow mortgage originations while ensuring regulatory compliance.

The role emphasizes guiding customers through mortgage applications and working closely with branch teams to finalize documentation and referrals for non-mortgage needs.

Qualifications

• 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.
• In-depth understanding of the mortgage lending process and applicable regulatory requirements.

Responsibilities

• Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business.
• Identifies sales opportunities and refers to BMO colleagues as appropriate.
• Develops and executes marketing and sales programs to drive business results.
• Guides customers throughout mortgage application and processing activities.
• Partners with branch teams to properly hand off customers and refer to appropriate banking products.

Skills

Relationship building

Sales experience

Customer service

Communication

Education

Post-secondary degree in related field

Job description

Bank N.A. in Glendale, AZ seeks an experienced mortgage professional to cultivate referral networks and drive home financing opportunities. You will identify sales opportunities, refer to colleagues when needed, and develop marketing programs to grow mortgage originations while ensuring regulatory compliance.

The role emphasizes guiding customers through mortgage applications and working closely with branch teams to finalize documentation and referrals for non-mortgage needs.