Mortgage Sales & Relationship Specialist

BMO; Austin (TX); Remote; 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 is seeking a Mortgage Sales professional in Texas to cultivate and manage a referral network, build a robust mortgage pipeline, and actively identify sales opportunities. You will coordinate with BMO colleagues to drive home financing solutions and execute targeted marketing programs.

The role emphasizes relationship-building, customer service excellence, and adherence to regulatory requirements within a dynamic banking environment.

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.

Responsibilities

• Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business.
• Actively identifies sales opportunities and refers to BMO colleagues as appropriate.
• Develops and executes effective marketing and sales programs to drive business results.
• 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.

Skills

Sales

Customer service

Negotiation

Relationship building

Communication

Analytical

Education

Post-secondary degree

Job description

BMO is seeking a Mortgage Sales professional in Texas to cultivate and manage a referral network, build a robust mortgage pipeline, and actively identify sales opportunities. You will coordinate with BMO colleagues to drive home financing solutions and execute targeted marketing programs.

The role emphasizes relationship-building, customer service excellence, and adherence to regulatory requirements within a dynamic banking environment.