Remote Mortgage Sales & Partnerships Advisor

BMO; United States; 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 Originator for a remote US-based role. You will cultivate relationships with referral sources to generate mortgage opportunities, guide applicants through the full process, and collaborate with branch teams to finalize documentation and referrals for non-mortgage needs.

The role emphasizes strong sales and customer service, knowledge of mortgage and banking products, and compliance with regulatory requirements.

Qualifications

• Typically between 3-5 years of relevant experience and post-secondary degree in related field or 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.
• 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.

Responsibilities

• Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO's share of the home financing market.
• 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, finalize mortgage documentation, and refer customers with non-mortgage needs.
• Resolves or escalates issues to meet customer expectations and ensure timely funds.

Skills

Sales skills

Customer service

Negotiation

Relationship building

Education

Post-secondary degree in related field

Job description

BMO is seeking a Mortgage Originator for a remote US-based role. You will cultivate relationships with referral sources to generate mortgage opportunities, guide applicants through the full process, and collaborate with branch teams to finalize documentation and referrals for non-mortgage needs.

The role emphasizes strong sales and customer service, knowledge of mortgage and banking products, and compliance with regulatory requirements.