Mortgage Sales Assistant

BMO

. Cultivate, build, and manage referral-network relationships to create a pipeline of new mortgage business .

Posted 10/22/2026full-timeRemote • Texas • United StatesMid-LevelSenior💰 $42,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in mortgage lending processes, regulatory compliance, and customer advocacy while effectively managing referral networks and sales opportunities. Strong analytical and problem-solving capabilities support strategic initiatives and operational planning.

Highest-signal resume keywords

Mortgage Lending ProcessRegulatory ComplianceCustomer ServiceSales OpportunitiesReferral Network Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisMortgage Application ProcessingRisk Management FrameworkBusiness Strategy DevelopmentFinancial Documentation

Soft Skills

Interpersonal SkillsNegotiation SkillsCollaboration SkillsCommunication SkillsProblem-Solving Skills

Tools & Technologies

BMO Internal SystemsReporting Dashboards

Certifications & Qualifications

Federal Registration with Nationwide Mortgage Licensing System and Registry

Industry Keywords

Mortgage BusinessReal Estate IndustryPersonal BankingCash ManagementCommercial Lending

About the role

Key responsibilities & impact

Cultivate, build, and manage referral-network relationships to create a pipeline of new mortgage business
Identify sales opportunities and refer customers to appropriate BMO colleagues
Develop and execute marketing and sales programs, promotions, and initiatives
Contact referral and origination sources about home financing solutions
Identify cross-sell and up-sell opportunities
Expand the referral network and generate mortgage originations
Establish and enhance the Bank’s community presence through trade shows, conferences, and related events
Advocate for customers throughout mortgage application and processing activities
Guide customers through mortgage applications and processing
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 timely
Provide customer service and identify needs for banking products
Monitor consumer needs, industry trends, best practices, and regulatory requirements
Develop solutions and recommendations based on business strategy and stakeholder needs
Support strategic initiatives with internal and external stakeholders
Conduct analysis and assessment to resolve strategic issues
Liaise with BMO teams and customers to complete home financing applications
Document updates in BMO internal systems
Analyze data and provide insights and recommendations
Prepare regular and ad-hoc reports and dashboards
Support operational program planning and implementation
Execute routine service requests and transactions within service-level agreements
Complete transactions in compliance with applicable 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
Federal registration with the Nationwide Mortgage Licensing System and Registry required
Criminal background review required
Credit history evaluation required
Restrictions on performing in a real estate agent capacity
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, 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
Specialized knowledge from education and/or business experience
In-depth verbal and written communication skills
In-depth collaboration and team skills
In-depth analytical and problem-solving skills
In-depth influence skills

Benefits

Comp & perks

Commission structure
Performance-based incentives
Discretionary bonuses
Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
In-depth training and coaching
Manager support
Network-building opportunities
Reasonable accommodations for individuals with disabilities