BMO U.S.
5001 - 10000 employees
🏦 Banking
💸 Finance
💳 Fintech
Banking • Finance • Fintech
BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.
Mortgage Sales Assistant
🕒 Yesterday
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BMO U.S.
5001 - 10000 employees
🏦 Banking
💸 Finance
💳 Fintech
Banking • Finance • Fintech
BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.
📋 Description
• Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients • Assists in preparing new business proposals or presentations to clients/prospects • Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels • Performs client sales & service support activities as required to meet client needs and maintain overall service standards • Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate • Maintains detailed knowledge and understanding of the integrated private banking services and offerings and lending procedures • Collaborates with internal and external stakeholders in order to deliver on business objectives • Executes set-up, maintenance, and advancement of lending products and related account administration as per guidelines • Identifies, records and advises banker / relationship manager of any credit &/or risk management issues
🎯 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 • Working knowledge of personal (primarily) and commercial credit and non-credit products and services • Working knowledge of lending processes and supporting policies • Verbal & written communication skills - Good • Organization skills - Good • Collaboration & team skills - Good • Analytical and problem solving skills - Good • Criminal background review and credit history evaluation will be required
🏖️ Benefits
• Health insurance • Retirement savings plans • Tuition reimbursement • Accident and life insurance
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