Mortgage Sales Assistant

BMO U.S.

Mortgage Sales Assistant at BMO providing superior customer service and portfolio management in lending services. Involving credit analysis, account processing, and client support.

Posted 6/20/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $41,714 - $69,000 per yearWebsite

About the role

Key responsibilities & impact

Provides a superior level of customer service and portfolio management in lending services
Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring
Applies lending expertise to a lending and deposit portfolio of accounts
Assists in preparing new business proposals or presentations to clients/prospects
Assists in preparing for client meetings and account opening documentation
Identifies and recommends workflow process alternatives that can lead to improved efficiency
Performs client sales & service support activities as required to meet client needs
Determines client needs and ensures timely and accurate completion of transaction processing
Provides after sales support and handles exceptions tactfully
Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution
Maintains detailed knowledge and understanding of the integrated private banking services and offerings

Requirements

What you’ll need

Typically between 3 - 5 years of relevant experience
Post-secondary degree in related field of study or an equivalent combination of education and experience
Working knowledge of personal (primarily) and commercial credit and non-credit products and services
Working knowledge of lending processes and supporting policies
If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

credit analysisportfolio managementlending expertisetransaction processingworkflow process improvementbusiness proposal preparationclient account managementsales supportexception handlingcredit qualifications

Soft Skills

customer servicecommunicationproblem-solvingownershipattention to detailinterpersonal skillsorganizational skillsproactive approachclient relationship managementtimely resolution