Mortgage Sales Assistant
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Posted: 10/21/2026
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Posted: 10/21/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in mortgage lending processes, regulatory compliance, and relationship management while effectively executing sales strategies and customer service initiatives. Strong analytical and problem-solving capabilities support strategic decision-making and operational planning.
Highest-signal resume keywords
Mortgage Lending ProcessSales Opportunities IdentificationCustomer Service ExcellenceRegulatory ComplianceRelationship Management
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisMortgage DocumentationMarketing Program DevelopmentCross-SellingUp-SellingRisk Management FrameworkTransaction ComplianceIndependent AnalysisAd-Hoc ReportingOperational Program Planning
Soft Skills
Interpersonal SkillsNegotiation SkillsCollaboration SkillsInfluence SkillsCommunication Skills
Tools & Technologies
BMO Internal Systems
Certifications & Qualifications
Federal Registration with Nationwide Mortgage Licensing System and Registry
Industry Keywords
Real Estate IndustryMortgage MarketPersonal BankingInvestmentsTrust ServicesBusiness LendingCommercial LendingCash ManagementRegulatory RequirementsConsumer Needs