Mortgage Sales Assistant
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Job Description
Mortgage Sales Assistant supporting BMO Financial Group’s lending services and client portfolios. Handling loan administration, credit monitoring, compliance, and customer service.
Responsibilities:
- Prepare new business proposals or presentations for clients and prospects
- Prepare for client meetings and account opening documentation
- Identify workflow alternatives to improve efficiency and service levels
- Provide client sales and service support
- Determine client needs and ensure timely, accurate transaction processing
- Provide after-sales support and handle exceptions according to bank policy
- Own and resolve client inquiries, concerns, and complaints
- Maintain knowledge of private banking services, offerings, and lending procedures
- Collaborate with internal and external stakeholders
- Analyze data and information to provide insights and recommendations
- Set up, maintain, and advance lending products and related account administration
- Verify and process loan drawdowns within credit authorization terms and required security documentation
- Review and action overdrafts and monitoring reports
- Set up and complete margin and covenant tests
- Maintain security collateral, including preparation and registration
- Monitor security renewals, registrations, and expiry dates
- Monitor lending documentation integrity
- Collect fees applicable to credit terms and account agreements
- Support bankers and specialists with credit, non-credit, and related activities
- Identify and advise relationship managers of credit and risk-management issues
- Identify opportunities to increase profitability, create capacity, and reduce expenses
- Mitigate risks and make credit recommendations or decisions in accordance with credit principles and bank policies
- Escalate irregularities and discrepancies to management
- Participate in audits and compliance reviews
- Adhere to the code of conduct and ethical guidelines
- Follow security, safeguarding, fraud-prevention, anti-money-laundering, and due-diligence procedures
- Protect bank assets by complying with banking, investment, lending, legal, ethical, and risk requirements
- Complete complex and diverse tasks, including escalations from other employees
- Analyze issues and determine next steps
- Apply the Risk Management Framework and make risk-informed decisions aligned with business strategy and regulations
Requirements:
- Typically 3–5 years of relevant experience
- Post-secondary degree in a 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 credit portfolio requirements and qualification standards, if applicable
- 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
- Reasonable accommodations for individuals with disabilities
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