Remote Position

Specialist I-IC Mortgage Sales I

🌍 Remote · United States 💼 Full-time

Application Deadline: 10/22/2026 Address: VIRTUAL05 - HomeRes - CA Job Family Group: Retail Banking Sales & Service Overview - Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. - Actively identifies sales opportunities and refers to BMO colleagues as appropriate. - Develops and executes effective marketing and sales programs to drive business results. - Follows corporate policies, operating directives, legal and regulatory requirements. - Proactively contacts referral and origination sources identified through the creation of 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

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