Mortgage Relationship & Origination Specialist

Mmbba; California; Remote; USD 45,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a Mortgage Sales Specialist in the United States (CA) to cultivate relationships with referral networks and drive home financing opportunities. You will proactively identify opportunities, refer to colleagues, and support marketing initiatives to grow mortgage originations.

The role requires 3-5 years of relevant experience, strong interpersonal and negotiation skills, and knowledge of mortgage processes and regulatory requirements.

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.
• Strong interpersonal, sales, customer service, and negotiation skills.
• Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.

Responsibilities

• Proactively contacts referral and origination sources identified through the creation of national partnerships and/or creates local partnerships to lead discussions about home financing solutions.
• Assists with the implementation of targeted marketing programs, promotions, and other initiatives.
• Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.
• Supports the delivery of targeted marketing programs, promotions, and other initiatives.
• Seeks opportunities to expand network by obtaining referrals and originations from existing relationships.
• Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events.
• Serves a customer advocate during application and processing activities.
• Completes onboarding activities as required.
• Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
• Guides customers throughout mortgage application and processing activities.
• Partners with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs.
• 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 and refer to appropriate BMO partners.

Skills

Sales

Customer service

Negotiation

Communication

Analytical

Education

Post-secondary degree

Job description

BMO Financial Group is seeking a Mortgage Sales Specialist in the United States (CA) to cultivate relationships with referral networks and drive home financing opportunities. You will proactively identify opportunities, refer to colleagues, and support marketing initiatives to grow mortgage originations.

The role requires 3-5 years of relevant experience, strong interpersonal and negotiation skills, and knowledge of mortgage processes and regulatory requirements.