Mortgage Sales Assistant

Job not on LinkedIn

🔥 8 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 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

• 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

🎯 Requirements

• 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

🏖️ 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 • Reasonable accommodations for individuals with disabilities