Mortgage Sales Specialist I

🔥 12 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $45k - $95k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤑 Sales

👻 Ghost score 0%

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BMO

WebsiteLinkedInAll Job Openings

10,000+ employees

🏦 Banking

💸 Finance

🔥 Funding within the last year

💰 $142.9M Post IPO debt on 2025-11

Banking • Finance

BMO is the Bank of Montreal, a major Canadian financial institution that provides retail and commercial banking services in Canada and the United States. The provided site text highlights separate Canadian and U. S. banking experiences and bilingual (English/French) support, indicating a consumer-facing bank serving individuals and businesses across North America.

📋 Description

• Cultivate, build, and manage referral-network relationships to generate mortgage business • Identify sales, cross-sell, and up-sell opportunities for home financing and other banking products • Develop and execute marketing and sales programs, promotions, and initiatives • Contact referral and origination sources and create local partnerships • Expand the referral network and obtain mortgage originations • Establish the Bank’s community presence through trade shows, conferences, and related events • Serve as a customer advocate throughout mortgage application and processing • Guide customers through application and processing activities • Partner with branch teams to hand off customers, finalize mortgage documentation, and refer non-mortgage needs • Resolve or escalate issues and ensure funds are advanced promptly • Provide customer service and identify needs for banking products • Stay current on consumer needs, industry trends, best practices, and mortgage regulations • Develop solutions and recommendations based on business strategy and stakeholder needs • Support strategic initiatives with internal and external stakeholders • Conduct independent analysis to resolve strategic issues • Liaise with BMO teams and customers to complete home-financing applications • Document updates in BMO internal systems • Analyze data and prepare regular and ad-hoc reports and dashboards • Provide input into operational program planning and implementation • Complete transactions in compliance with applicable guidelines • Apply risk-informed judgment within BMO’s Risk Management Framework

🎯 Requirements

• Typically 3–5 years of relevant experience • Post-secondary degree in a related field of study or 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 • 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 • Specialized knowledge from education and/or business experience • In-depth verbal and written communication skills • In-depth collaboration and team skills • In-depth analytical and problem-solving skills • In-depth influence skills • Federal registration with the Nationwide Mortgage Licensing System and Registry required • Criminal background review and credit history evaluation required • Restrictions on performing in a real estate agent capacity • Ability to comply with applicable laws, regulations, policies, procedures, and risk-management requirements

🏖️ Benefits

• Commission structure • Performance-based incentives • Discretionary bonuses • Health insurance • Tuition reimbursement • Accident insurance • Life insurance • Retirement savings plans • In-depth training and coaching • Manager support • Network-building opportunities • Tools and resources to reach new milestones • Reasonable accommodations for individuals with disabilities