Mortgage Sales Assistant

BMO

. Prepare new business proposals or presentations for clients and prospects .

Posted 10/31/2026full-timeRemote • California • United StatesMid-LevelSenior💰 $50,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in personal and commercial credit products, lending processes, and risk management principles while providing exceptional client service and support. Capable of analyzing data to drive insights and improve operational efficiency in banking environments.

Highest-signal resume keywords

Credit QualificationsLending ProcessesRisk Management FrameworkClient Sales SupportAnalytical Problem-Solving

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Credit KnowledgeLending DocumentationTransaction ProcessingData AnalysisLoan DrawdownsMargin TestsCovenant TestsCompliance ReviewsFraud Prevention ProceduresDue Diligence Procedures

Soft Skills

Verbal CommunicationWritten CommunicationOrganization SkillsCollaboration SkillsProblem-Solving Skills

Certifications & Qualifications

Federal Registration with Nationwide Mortgage Licensing System and Registry

Industry Keywords

Private Banking ServicesCredit Portfolio RequirementsBanking PoliciesRisk ManagementClient InquiriesService LevelsComplianceEthical GuidelinesSecurity CollateralProfitability Improvement

About the role

Key responsibilities & impact

Prepare new business proposals or presentations for clients and prospects
Prepare for client meetings and account opening documentation
Identify workflow alternatives to improve efficiency and service levels
Provide client sales and service support
Determine client needs and ensure timely, accurate transaction processing
Provide after-sales support and handle exceptions according to bank policy
Own and resolve client inquiries, concerns, and complaints
Maintain knowledge of private banking services, offerings, and lending procedures
Collaborate with internal and external stakeholders
Analyze data and information to provide insights and recommendations
Set up, maintain, and advance lending products and related account administration
Verify and process loan drawdowns within credit authorization terms and required security documentation
Review and action overdrafts and monitoring reports
Set up and complete margin and covenant tests
Maintain security collateral, including preparation and registration
Monitor security renewals, registrations, and expiry dates
Monitor lending documentation integrity
Collect fees applicable to credit terms and account agreements
Support bankers and specialists with credit, non-credit, and related activities
Identify and advise relationship managers of credit and risk-management issues
Identify opportunities to increase profitability, create capacity, and reduce expenses
Mitigate risks and make credit recommendations or decisions in accordance with credit principles and bank policies
Escalate irregularities and discrepancies to management
Participate in audits and compliance reviews
Adhere to the code of conduct and ethical guidelines
Follow security, safeguarding, fraud-prevention, anti-money-laundering, and due-diligence procedures
Protect bank assets by complying with banking, investment, lending, legal, ethical, and risk requirements
Complete complex and diverse tasks, including escalations from other employees
Analyze issues and determine next steps
Apply the Risk Management Framework and make risk-informed decisions aligned with business strategy and regulations

Requirements

What you’ll need

Typically 3–5 years of relevant experience
Post-secondary degree in a related field of study or an equivalent combination of education and experience
Working knowledge of personal and commercial credit and non-credit products and services
Working knowledge of lending processes and supporting policies
Credit qualifications and associated credit knowledge and skills according to credit portfolio requirements and qualification standards, if applicable
Specialized knowledge
Good verbal and written communication skills
Good organization skills
Good collaboration and team skills
Good analytical and problem-solving skills
Federal registration with the Nationwide Mortgage Licensing System and Registry
Criminal background review and credit history evaluation required
Restrictions on performing in a real estate agent capacity

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
Reasonable accommodations for individuals with disabilities