Mortgage Sales Assistant

🕒 il y a 1 jour

🤠 Texas – Distant

🤠 Texas – Remote

💵 $42 000 - $80 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

🤑 Commercial

👻 Score fantôme 0%

Ce que ça veut dire : la probabilité que cette offre reste ouverte sans recrutement actif.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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BMO

Site WebLinkedInTous les Emplois

10 000+ employés

🏦 Banque

💸 Finance

🔥 Financement dans la dernière année

💰 €142 900 000 Post IPO debt en 2025-11

Banking • Finance

BMO est la Banque de Montréal, une grande institution financière canadienne qui propose des services bancaires de détail et commerciaux au Canada et aux États-Unis. Le texte fourni sur le site souligne les expériences bancaires distinctes pour le Canada et les États-Unis ainsi qu'un support bilingue (anglais/français), indiquant une banque orientée vers les consommateurs, desservant tant les particuliers que les entreprises à travers l'Amérique du Nord.

Description

• Cultivate, build, and manage referral-network relationships to create a pipeline of new 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 about home financing solutions • Identify cross-sell and up-sell opportunities • Expand the referral network and generate mortgage originations • Establish and enhance the Bank’s community presence through trade shows, conferences, and related events • Advocate for customers throughout mortgage application and processing activities • Guide customers through mortgage applications and processing • 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 timely • Provide customer service and identify needs for banking products • Monitor consumer needs, industry trends, best practices, and regulatory requirements • Develop solutions and recommendations based on business strategy and stakeholder needs • Support strategic initiatives with internal and external stakeholders • Conduct analysis and assessment to resolve strategic issues • Liaise with BMO teams and customers to complete home financing applications • Document updates in BMO internal systems • Analyze data and provide insights and recommendations • Prepare regular and ad-hoc reports and dashboards • Support operational program planning and implementation • Execute routine service requests and transactions within service-level agreements • Complete transactions in compliance with applicable guidelines and requirements • Apply BMO’s Risk Management Framework and make risk-informed decisions

🎯 Exigences

• Typically 3–5 years of relevant experience • Post-secondary degree in a related field of study or equivalent combination of education and experience • Federal registration with the Nationwide Mortgage Licensing System and Registry required • Criminal background review required • Credit history evaluation required • Restrictions on performing in a real estate agent capacity • 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, 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

🏖️ Avantages

• 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 • Reasonable accommodations for individuals with disabilities