Mortgage Sales Assistant

This is a fully remote position, open to applicants in Texas.

📋 Description

• Build, nurture, and manage relationships within the referral network to drive mortgage business.

• Identify sales prospects and connect customers with the appropriate BMO team members.

• Create and implement marketing and sales strategies, promotions, and initiatives.

• Actively reach out to referral and origination sources to establish both local and national partnerships.

• Recognize cross-selling and upselling opportunities to meet sales and profitability objectives.

• Broaden the referral network to enhance mortgage originations.

• Engage in trade shows, conferences, and similar events to boost community visibility.

• Act as an advocate for customers throughout the mortgage application and processing phases.

• Assist customers in navigating the mortgage application and processing procedures.

• Collaborate with branch teams to transition customers, complete mortgage documentation, and address non-mortgage inquiries.

• Address or escalate issues while ensuring timely advancement of funds.

• Provide customer service and assess needs for banking products, directing customers to the appropriate BMO partners.

• Stay updated on consumer needs, industry trends, best practices, and regulatory demands.

• Develop solutions and recommendations that align with business strategies and stakeholder requirements.

• Support strategic initiatives in collaboration with internal and external stakeholders.

• Conduct independent analyses and assessments of strategic matters.

• Coordinate with BMO teams and customers to finalize home financing applications.

• Record updates in BMO internal systems regarding customer opportunities, transactions, and issues.

• Analyze data to generate regular and ad-hoc reports and dashboards.

• Assist in operational program planning and execution.

• Carry out routine service requests, transactions, and inquiries within established service-level agreements.

• Ensure transactions are completed in accordance with guidelines and requirements.

• Apply BMO’s Risk Management Framework and make decisions informed by risk considerations.

⛳️ Requirements

• Typically 3–5 years of relevant experience.

• A post-secondary degree in a related field or an equivalent combination of education and experience.

• Comprehensive understanding of the mortgage lending process and relevant regulatory standards.

• Excellent interpersonal, sales, customer service, and negotiation abilities.

• Proficient in self-management, teamwork, personal lending, and relationship sales and management.

• Familiarity with personal banking, investments, trust services, business and commercial lending, and cash management.

• Strong knowledge of the wider real estate industry and the mortgage market.

• Advanced verbal and written communication skills.

• Strong collaboration and teamwork abilities.

• Highly developed analytical and problem-solving skills.

• Strong influencing capabilities.

• Federal registration with the Nationwide Mortgage Licensing System and Registry is required.

• A criminal background check and credit history assessment are mandatory.

• Restrictions apply to performing duties in a real estate agent capacity.

• Must adhere to applicable mortgage licensing, regulatory, policy, and legal standards.

🏝️ Benefits

• Competitive commission structure.

• Incentives based on performance.

• Discretionary bonuses.

• Comprehensive health insurance.

• Tuition reimbursement program.

• Accident and life insurance coverage.

• Retirement savings options.

• Extensive training and coaching opportunities.

• Support from management.

• Opportunities for networking.

• Access to tools and resources to achieve new milestones.

• Reasonable accommodations available for individuals with disabilities.