Virtual Mortgage Sales Specialist

Mmbba; Texas; Remote; USD 42.000 - 80.000; Vollzeit

Benefits dieser Stelle

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Zusammenfassung

BMO Financial Group in the United States seeks a Mortgage Originator to cultivate referral networks and drive home financing opportunities. You will guide customers through mortgage applications and collaborate with branches to finalize documentation.

The role requires deep mortgage lending knowledge, strong communication, and sales skills. A hybrid/remote setup in the U.S. is common, with a focus on compliant, customer-centric service.

Qualifikationen

• 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.
• 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.
• Strong negotiation skills.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

Aufgaben

• Proactively contacts referral and origination sources identified through national partnerships and/or creates local partnerships to lead discussions about home financing solutions.
• Assists with the implementation of targeted marketing programs, promotions, and other initiatives.
• Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.
• Supports the delivery of targeted marketing programs, promotions, and other initiatives.
• Seeks opportunities to expand network by obtaining referrals and originations from existing relationships.
• Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events.
• Serves a customer advocate during application and processing activities.
• Completes onboarding activities as required.
• Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
• Guides customers throughout mortgage application and processing activities.
• Partners with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs.

Kenntnisse

Interpersonal skills

Sales skills

Customer service

Negotiation

Communication

Analytical thinking

Ausbildung

Post-secondary degree

Jobbeschreibung

BMO Financial Group in the United States seeks a Mortgage Originator to cultivate referral networks and drive home financing opportunities. You will guide customers through mortgage applications and collaborate with branches to finalize documentation.

The role requires deep mortgage lending knowledge, strong communication, and sales skills. A hybrid/remote setup in the U.S. is common, with a focus on compliant, customer-centric service.