Mortgage Relationship & Referral Specialist

BMO U.S.; 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 U.S. in Glendale is seeking a mortgage professional to cultivate and manage referral networks, drive mortgage originations, and increase market share.

You will identify sales opportunities, develop partnerships, and guide customers through the mortgage application and processing steps. This role emphasizes customer service, compliance with regulatory requirements, and collaboration with branch teams to hand off clients and finalize documentation.

Qualifications

• In-depth understanding of the mortgage lending process and regulatory requirements.
• Strong interpersonal, sales, customer service, and negotiation skills.
• Knowledge of personal banking and mortgage products.
• Expert knowledge of self-management and teamwork.
• Verbal & written communication skills - In-depth.

Responsibilities

• Cultivates, builds, and manages referral networks to generate mortgage originations.
• Guides customers through mortgage application and processing.
• Partners with branches to hand off customers and finalize documents.
• Engages with the community through events to expand presence.
• Delivers exceptional service and resolves issues to meet expectations.

Skills

Relationship building

Sales

Customer service

Negotiation

Market knowledge

Communication skills

Job description

BMO U.S. in Glendale is seeking a mortgage professional to cultivate and manage referral networks, drive mortgage originations, and increase market share.

You will identify sales opportunities, develop partnerships, and guide customers through the mortgage application and processing steps. This role emphasizes customer service, compliance with regulatory requirements, and collaboration with branch teams to hand off clients and finalize documentation.