Senior Mortgage Relationship Architect

BMO; San Francisco (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 Financial Group in the United States seeks an experienced Mortgage Originator to grow the home financing business through a network of referrals and partnerships. You will guide clients through the mortgage application and processing lifecycle, delivering exceptional service and competitive solutions.

Collaborating with branch teams, you will execute targeted marketing programs, analyze data, and identify cross-sell opportunities while complying with regulatory requirements and risk controls.

Qualifications

• Deep understanding of the mortgage lending process and regulatory requirements.
• Strong interpersonal, sales, customer service, and negotiation skills.
• Knowledge of personal banking, investments, trust services, and lending products.
• Experience with cross-functional collaboration and data-driven analysis.

Responsibilities

• Cultivates and manages relationships with referral networks to generate mortgage originations.
• Guides customers through mortgage application and processing activities.
• Partners with branch teams to hand off customers and finalize mortgage documentation.
• Analyzes data to provide insights and recommendations for marketing and sales programs.

Skills

Relationship building

Sales

Customer service

Negotiation

Communication

Analytical thinking

Education

Post-secondary degree in related field

Job description

BMO Financial Group in the United States seeks an experienced Mortgage Originator to grow the home financing business through a network of referrals and partnerships. You will guide clients through the mortgage application and processing lifecycle, delivering exceptional service and competitive solutions.

Collaborating with branch teams, you will execute targeted marketing programs, analyze data, and identify cross-sell opportunities while complying with regulatory requirements and risk controls.