Specialist I – IC Mortgage Sales – Non Network Banker

🔥 4 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

💵 $42k - $80k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤑 Sales

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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 opportunities and refer customers to appropriate BMO colleagues • Develop and execute marketing and sales programs, promotions, and initiatives • Contact referral and origination sources and create local partnerships • Identify cross-sell and up-sell opportunities for banking products • Expand the referral network and generate mortgage originations • Participate in trade shows, conferences, and related community events • Advocate for customers throughout mortgage application and processing • Guide customers through mortgage application and processing activities • Partner with branch teams to hand off customers, finalize documentation, and refer non-mortgage needs • Resolve or escalate issues and ensure funds are advanced promptly • Provide professional customer service and identify client needs for banking products • Monitor consumer needs, industry trends, best practices, and regulatory requirements • Develop solutions and recommendations aligned with business strategy and stakeholder needs • Support strategic initiatives with internal and external stakeholders • Analyze data and information; prepare regular and ad-hoc reports and dashboards • Document updates in internal systems and complete required transactions • Execute operational programs and routine tasks within service-level agreements • Apply BMO’s Risk Management Framework and make risk-informed decisions

🎯 Requirements

• Typically between 3 - 5 years of relevant experience • Post-secondary degree in related field of study or an 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

🏖️ 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