Mortgage Sales Assistant
Location
California
Posted
1 day ago
Salary
$41.7K - $69K / year
Seniority
Senior
Job Description
Mortgage Sales Assistant
BMO U.S.
• 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
Job Requirements
- 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
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
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