Mortgage Sales Assistant

🔥 32 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

💵 $42k - $80k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤑 Sales

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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