Mortgage Sales Assistant

🔥 3 hours ago

🏄 California – Remote

🏄 California – Remote

💵 $50k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤑 Sales

👻 Ghost score 0%

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BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

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 customer service and portfolio management in lending services for existing and potential clients • Supports specialists and relationship managers with lending services • Provides technical expertise for credit analysis, structuring, decisions, and portfolio monitoring • Prepares new business proposals or presentations and client meeting materials • Prepares account opening documentation • Identifies workflow alternatives to improve efficiency and service levels • Performs client sales and service support activities • Determines client needs and completes transaction processing accurately and on time • Provides after-sales support and handles exceptions • Resolves client inquiries, concerns, and complaints • Maintains knowledge of private banking services, offerings, and lending procedures • Collaborates with internal and external stakeholders • Analyzes data and provides insights and recommendations • Sets up, maintains, and advances lending products and related accounts • Verifies and processes loan drawdowns within credit authorization terms • Reviews overdrafts and monitoring reports • Sets up and completes margin and covenant tests • Maintains security collateral, including preparation and registration • Monitors security renewals, registrations, and expiry dates • Monitors lending documentation integrity • Collects applicable fees • Supports bankers and specialists with credit, non-credit, and related activities • Identifies and advises on credit and risk management issues • Identifies opportunities to increase profitability, create capacity, and reduce expenses • Mitigates risks and makes credit recommendations or decisions in accordance with credit principles and risk policies • Escalates irregularities and discrepancies • Participates in audits and compliance reviews • Adheres to conduct, ethical, security, safeguarding, banking, investment, lending, legal, and regulatory requirements • Handles complex tasks and escalations • Analyzes issues and determines next steps

🎯 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 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 the credit portfolio requirements and qualification standards, if a Credit Qualifiable job • 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 • Tools and resources to reach new milestones

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