Remote Senior Mortgage Originator & Relationship Specialist

BMO; California City (CA); 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 is seeking a Mortgage Sales Specialist to cultivate and manage a referral-driven pipeline for home financing in a primarily remote setup for CA-based customers. You will identify opportunities, coordinate with branch teams, and guide clients through mortgage applications, ensuring compliant, timely processing and high service quality.

The role emphasizes proactive marketing, cross-sell opportunities, and building strong client relationships to grow BMO's home financing market share.

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

• 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.
• Guides customers throughout mortgage application and processing activities.
• Partners with branch teams to properly hand off customers and refer non-mortgage needs.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Liaises with various BMO teams and customers to ensure satisfactory completion of home financing applications.
• Documents updates in internal systems to track opportunities and issues.

Skills

Mortgage lending knowledge

Sales & negotiation

Customer service

Relationship management

Education

Post-secondary degree in related field

Job description

BMO is seeking a Mortgage Sales Specialist to cultivate and manage a referral-driven pipeline for home financing in a primarily remote setup for CA-based customers. You will identify opportunities, coordinate with branch teams, and guide clients through mortgage applications, ensuring compliant, timely processing and high service quality.

The role emphasizes proactive marketing, cross-sell opportunities, and building strong client relationships to grow BMO's home financing market share.