Mortgage Sales Assistant

🕒 il y a 2 jours

🤠 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 U.S.

Site WebLinkedInTous les Emplois

5001 - 10000 employés

🛡️ Assurance

💼 Conseil

📦 Logistique

Insurance • Consulting • Logistics

Chez BMO, la banque est notre engagement personnel à aider les gens à chaque étape de leur vie financière. La vérité est que les besoins des gens évoluent : nous évoluons également. Mais nous ne changeons jamais qui nous sommes. Ce qui signifie que nous ne renoncerons jamais à offrir à nos clients la meilleure expérience bancaire possible dans l’industrie. Notre incroyable équipe de plus de 10 000 personnes, plus de 600 agences et 1300 distributeurs automatiques de billets, ne représente que la partie visible de l’iceberg. Vous devriez faire connaissance avec nous. Nous sommes là pour aider. Nos conditions d'utilisation des réseaux sociaux : https://www.bmo.com/socialmediatermsofuse BMO est un nom commercial utilisé aux États-Unis par BMO Bank N.A. Membre FDIC.

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 • Proactively contact referral and origination sources and establish local or national partnerships • Identify cross-sell and up-sell opportunities to achieve sales and profitability goals • Expand the referral network and generate mortgage originations • Participate in trade shows, conferences, and related events to strengthen community presence • Serve as a customer advocate throughout mortgage applications and processing • Guide customers through mortgage application and processing activities • 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 in a timely manner • Provide customer service and identify needs for banking products, referring customers to appropriate BMO partners • Stay current on 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 • Conduct independent analysis and assessment of strategic issues • Liaise with BMO teams and customers to complete home financing applications • Document updates in BMO internal systems regarding customer opportunities, transactions, and issues • Analyze data and produce regular and ad-hoc reports and dashboards • Support operational program planning and implementation • Execute routine service requests, transactions, and queries within service-level agreements • Complete transactions in compliance with 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 • 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 • 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 • Must comply with applicable mortgage licensing, regulatory, policy, and legal requirements

🏖️ Avantages

• Commission structure • Performance-based incentives • Discretionary bonuses • Health insurance • Tuition reimbursement • Accident and 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