Senior Mortgage Relationship Manager - Remote

BMO; California; Hybrid; USD 45,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Performance-based incentives

Discretionary bonuses

Other perks and rewards

Job summary

BMO is seeking a Mortgage Sales professional in California to cultivate referrals, manage relationships, and drive home financing opportunities. You will identify new business, guide clients through the mortgage process, and partner with branches to close deals.

The role emphasizes sales, customer service, and regulatory knowledge, with opportunities for commissions and a strong compensation package.

Qualifications

• Typically 3–5 years of relevant experience with a related degree or equivalent.
• In-depth understanding of mortgage lending processes and regulatory requirements.
• Strong interpersonal, sales, customer service, and negotiation skills.
• Expert knowledge of relationship sales and management.

Responsibilities

• Guides customers through mortgage applications and processing activities.
• Partners with branch teams to hand off customers and finalize mortgage documentation.
• Identifies cross-sell opportunities for banking products and referrals to appropriate partners.
• Develops and executes marketing programs to drive home financing results.

Skills

Mortgage sales

Customer service

Negotiation

Cross-selling

Referral networks

Education

Post-secondary degree

Tools

CRM software

Microsoft Office

Job description

BMO is seeking a Mortgage Sales professional in California to cultivate referrals, manage relationships, and drive home financing opportunities. You will identify new business, guide clients through the mortgage process, and partner with branches to close deals.

The role emphasizes sales, customer service, and regulatory knowledge, with opportunities for commissions and a strong compensation package.