Mortgage Sales Assistant

Job not on LinkedIn

🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $50k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤑 Sales

👻 Ghost score 0%

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BMO

WebsiteLinkedInAll Job Openings

10,000+ employees

🏦 Banking

💸 Finance

🔥 Funding within the last year

💰 $142.9M Post IPO debt on 2025-11

Banking • Finance

BMO is the Bank of Montreal, a major Canadian financial institution that provides retail and commercial banking services in Canada and the United States. The provided site text highlights separate Canadian and U. S. banking experiences and bilingual (English/French) support, indicating a consumer-facing bank serving individuals and businesses across North America.

📋 Description

• Prepare new business proposals or presentations for clients and prospects • Prepare for client meetings and account opening documentation • Identify workflow alternatives to improve efficiency and service levels • Provide client sales and service support • Determine client needs and ensure timely, accurate transaction processing • Provide after-sales support and handle exceptions according to bank policy • Own and resolve client inquiries, concerns, and complaints • Maintain knowledge of private banking services, offerings, and lending procedures • Collaborate with internal and external stakeholders • Analyze data and information to provide insights and recommendations • Set up, maintain, and advance lending products and related account administration • Verify and process loan drawdowns within credit authorization terms and required security documentation • Review and action overdrafts and monitoring reports • Set up and complete margin and covenant tests • Maintain security collateral, including preparation and registration • Monitor security renewals, registrations, and expiry dates • Monitor lending documentation integrity • Collect fees applicable to credit terms and account agreements • Support bankers and specialists with credit, non-credit, and related activities • Identify and advise relationship managers of credit and risk-management issues • Identify opportunities to increase profitability, create capacity, and reduce expenses • Mitigate risks and make credit recommendations or decisions in accordance with credit principles and bank policies • Escalate irregularities and discrepancies to management • Participate in audits and compliance reviews • Adhere to the code of conduct and ethical guidelines • Follow security, safeguarding, fraud-prevention, anti-money-laundering, and due-diligence procedures • Protect bank assets by complying with banking, investment, lending, legal, ethical, and risk requirements • Complete complex and diverse tasks, including escalations from other employees • Analyze issues and determine next steps • Apply the Risk Management Framework and make risk-informed decisions aligned with business strategy and regulations

🎯 Requirements

• Typically 3–5 years of relevant experience • Post-secondary degree in a related field of study or an equivalent combination of education and experience • Working knowledge of personal and commercial credit and non-credit products and services • Working knowledge of lending processes and supporting policies • Credit qualifications and associated credit knowledge and skills according to credit portfolio requirements and qualification standards, if applicable • Specialized knowledge • Good verbal and written communication skills • Good organization skills • Good collaboration and team skills • Good analytical and problem-solving skills • Federal registration with the Nationwide Mortgage Licensing System and Registry • Criminal background review and credit history evaluation required • Restrictions on performing in a real estate agent capacity

🏖️ Benefits

• 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 • Reasonable accommodations for individuals with disabilities

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