Mortgage Sales Associate: Growth & Referrals

BMO; Texas; Remote; USD 42,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

BMO is seeking a mortgage sales professional to cultivate referral networks, generate home financing opportunities, and guide customers through the mortgage process. You will collaborate with branches and partners to deliver compliant, timely mortgage solutions.

The role emphasizes relationship development, cross-selling, and marketing initiatives to meet sales and profitability targets while adhering to 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.
• 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.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

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 through mortgage application and processing activities.
• Partners with branch teams to properly hand off customers and finalize mortgage documentation.
• Ensures compliance with regulatory requirements and risk framework.

Skills

Interpersonal skills

Sales

Customer service

Negotiation

Relationship management

Education

Post-secondary degree in related field

Job description

BMO is seeking a mortgage sales professional to cultivate referral networks, generate home financing opportunities, and guide customers through the mortgage process. You will collaborate with branches and partners to deliver compliant, timely mortgage solutions.

The role emphasizes relationship development, cross-selling, and marketing initiatives to meet sales and profitability targets while adhering to regulatory requirements.