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BMO U.S.

Mortgage Sales Assistant

BMO U.S.

Providing superior customer service and portfolio management in lending services while collaborating with specialists and relationship managers.

Posted 4/30/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $41,714 - $69,000 per yearWebsite

About the role

Key responsibilities & impact
  • Provides superior level of customer service and portfolio management in lending services
  • Assists in preparing new business proposals or presentations to clients/prospects
  • Performs client sales & service support activities to meet client needs
  • Determines client needs and ensures timely and accurate transaction processing
  • Provides after sales support and handles exceptions tactfully, accurately and efficiently
  • Collaborates with internal and external stakeholders to deliver on business objectives
  • Executes setup, maintenance, and advancement of lending products and account administration
  • Maintains control of security collateral including preparation and registration

Requirements

What you’ll need
  • Typically between 3 - 5 years of relevant experience
  • Post-secondary degree in related field of study or equivalent combination of education and experience
  • Working knowledge of personal and commercial credit
  • Working knowledge of lending processes and supporting policies
  • Verbal & written communication skills - Good
  • Organization skills - Good
  • Collaboration & team skills - Good
  • Analytical and problem solving skills - Good

Benefits

Comp & perks
  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
portfolio managementlending servicestransaction processinglending productscredit analysisbusiness proposalssales supportaccount administrationcollateral managementexception handling
Soft Skills
customer servicecommunication skillsorganizational skillscollaboration skillsteam skillsanalytical skillsproblem solving skills