Senior Mortgage Advisor & Relationship Builder

Bank N.A.; California; Hybrid; USD 70,000 - 110,000; Full time

Job summary

BMO is seeking a Mortgage Banking professional in California to cultivate and manage a network of referrals, driving mortgage originations and market share. You will collaborate with branch teams, identify opportunities, and guide clients through the mortgage application and processing steps.

You will develop targeted marketing programs, support promotions, and ensure compliant, high-quality customer service while aligning with risk and regulatory requirements.

Qualifications

• 3–5 years in mortgage sales or related financial services.
• Post-secondary degree or equivalent experience.
• Strong knowledge of mortgage lending processes and regulations.

Responsibilities

• Cultivates and manages referral networks to generate mortgage originations.
• Builds partnerships with branch teams to refer clients and finalize mortgage transactions.
• Delivers exceptional customer service during mortgage application and processing.
• Identifies cross-sell opportunities for banking products and referrals to appropriate partners.

Skills

Relationship building

Sales experience

Mortgage lending knowledge

Networking

Customer service

Education

Bachelor's degree or equivalent

Job description

BMO is seeking a Mortgage Banking professional in California to cultivate and manage a network of referrals, driving mortgage originations and market share. You will collaborate with branch teams, identify opportunities, and guide clients through the mortgage application and processing steps.

You will develop targeted marketing programs, support promotions, and ensure compliant, high-quality customer service while aligning with risk and regulatory requirements.