Mortgage Originator & Relationship Builder

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Harris Bank in Glendale, AZ is seeking a Mortgage Business Development professional to cultivate referral networks, build a pipeline of home financing opportunities, and drive mortgage originations. You will work with branch teams to guide customers through applications and ensure smooth processing, while aligning with regulatory requirements.

This role emphasizes relationship-based sales, cross-selling, market awareness, and delivering exceptional service.

Qualifications

• Typically between 3 - 5 years of relevant experience and post-secondary degree in related field.
• In-depth understanding of the mortgage lending process and regulatory requirements.
• Strong interpersonal, sales, customer service, and negotiation skills.
• Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.
• 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.
• Strong negotiation skills.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.

Responsibilities

• Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business.
• Assists with targeted marketing programs and other initiatives.
• Identifies cross-sell and up-sell opportunities for branch referrals.
• Supports execution of marketing programs and initiatives.
• Expands network by obtaining referrals and originations from existing relationships.
• Represents the bank at community events and trade shows to broaden presence.
• Guides customers through mortgage applications and processing.
• Partners with branches to finalize mortgage documentation and referrals.
• Delivers exceptional service to identify client needs for banking products and referrals.
• Maintains regulatory compliance and adheres to bank policies.

Skills

Interpersonal skills

Sales skills

Customer service

Negotiation

Mortgage regulatory knowledge

Communication

Teamwork

Education

Post-secondary degree

Related field degree

Job description

BMO Harris Bank in Glendale, AZ is seeking a Mortgage Business Development professional to cultivate referral networks, build a pipeline of home financing opportunities, and drive mortgage originations. You will work with branch teams to guide customers through applications and ensure smooth processing, while aligning with regulatory requirements.

This role emphasizes relationship-based sales, cross-selling, market awareness, and delivering exceptional service.