Mortgage Sales Assistant

🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $41.7k - $69k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤑 Sales

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BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

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 a superior level of customer service and portfolio management in lending services • Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring • Applies lending expertise to a lending and deposit portfolio of accounts • Assists in preparing new business proposals or presentations to clients/prospects • Assists in preparing for client meetings and account opening documentation • Identifies and recommends workflow process alternatives that can lead to improved efficiency • Performs client sales & service support activities as required to meet client needs • Determines client needs and ensures timely and accurate completion of transaction processing • Provides after sales support and handles exceptions tactfully • Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution • Maintains detailed knowledge and understanding of the integrated private banking services and offerings

🎯 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 (primarily) and commercial credit and non-credit products and services • Working knowledge of lending processes and supporting policies • If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards

🏖️ Benefits

• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans