CRA Mortgage Banker (Bilingual English/Spanish)
Core
Cultivates referral networks and executes marketing programs to generate new mortgage business and increase market share for BMO.
Role type
Mortgage Banker (Sales & Origination)
Builds
Mortgage loan pipeline and home financing solutions
Domain
Retail Banking / Mortgage Lending
Deliverable
client delivery
Required skills
[Mortgage lending process knowledge, Regulatory compliance (Reg Z, SAFE Act), Referral network management, Sales strategy execution, Customer advocacy, Cross-sell/up-sell identification, Data analysis for insights, Risk management framework application]
Preferred skills
[Real estate industry knowledge, Personal lending expertise, Business strategy alignment, Creative solution proposal]
Technologies
[BMO internal systems, Nationwide Mortgage Licensing System and Registry (NMLS), Reporting dashboards]
Responsibilities
[Builds referral network for mortgage originations, Executes targeted marketing and sales programs, Guides customers through application and processing, Resolves complex customer issues, Analyzes data to provide business insights, Ensures compliance with federal regulations and bank policies]
Seniority
Mid-level (3-5 years experience), hands-on IC