Mortgage Sales Assistant
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Job Description
Mortgage Sales Assistant generating referral-driven home-financing business for BMO, a global bank. Guiding customers through mortgage applications and connecting them with banking solutions.
Responsibilities:
- 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
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