Mobile Mortgage Specialist

Mobile Mortgage Specialist Coast Capital Savings Location(s): Victoria, Admin - Douglas St, Aulds Road Branch, Sooke Branch Job Type: Full Time Regular myWork Program: Mobile Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References Job Purpose As a Mobile Mortgage Specialist at Coast Capital, you’ll work with current and prospective members to help them in their pursuit of home ownership by providing expert mortgage advice. In an environment that values autonomy and connectivity, you’ll appreciate the freedom that comes with setting up your office space at home and stepping out into the community to network and engage. You’ll benefit from a comprehensive commission structure that rewards your initiative across a spectrum of products including mortgages, investments, credit cards, commercial referrals and insurance, crafting a truly dynamic and rewarding career experience. Accountabilities Establish and nurture ongoing relationships with prospective clients, providing customized mortgage consultation to address specific needs; engage proactively with clients, offer support during the mortgage application process, and schedule consistent follow‑ups to guarantee their satisfaction; coordinate with internal teams to address client inquiries and issues swiftly. Keep abreast of industry regulatory changes and stay well‑informed; review mortgage applications to confirm they comply with underwriting standards and regulations; accurately prepare and maintain records for regulatory audits and educate clients on the regulatory requirements affecting mortgage processes. Offer expert advice on mortgage products, driving sales to surpass established targets; employ strategic sales initiatives to attract new clients and present mortgage options during appointments; adopt a consultative sales approach to address client needs effectively. Identify and proactively reach out to potential clients using a variety of channels, including social media, to build a robust lead pipeline; develop and implement lead‑sourcing strategies, attend industry events to network and uncover new opportunities, and analyze market trends to identify fresh avenues for lead generation. Join local business and community groups to increase visibility and cultivate connections with prospective clients; establish partnerships with real‑estate agents and builders to generate referral opportunities; use online networking platforms to actively engage with clients and develop referral sources. Skills & Qualifications Bachelor’s degree in Finance, Economics, Business Administration, or related field 5+ years with strategic sales and networking Extensive knowledge of the real estate and economic market in British Columbia Knowledge of current residential mortgage products and services Ability to analyse financial information and mortgage applications Expertise in mortgage underwriting standards and regulations Competency in using CRM software for client relationship management Familiarity with digital marketing tools for lead generation Proficiency in online networking platforms for community engagement Track record of meeting or exceeding sales targets in the mortgage industry History of successfully building and maintaining client relationships Proven experience in developing personal networks to generate business opportunities Demonstrated ability to innovate and implement successful lead‑generation strategies Experience in creating and executing strategic sales plans in the financial sector Evidence of strong community involvement with a focus on business development activities Equity, Diversity & Inclusion at Coast Capital Don’t meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone – including our employees. If you’re excited about this career opportunity and your experience may not perfectly align with every qualification in this posting, we still encourage you to apply. We strongly encourage applications from Indigenous Peoples, Black, and racialised persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognise that diverse perspectives, experiences and expertise benefit our employees, our members, and our community. Coast Capital is committed to providing an accessible recruitment experience. If you are a candidate with a disability and require accommodation(s) during any stage of the recruitment process, please contact us at accessibility@coastcapitalsavings.com or 778‑391‑5836. Why join Coast Capital Savings? Purpose is our North Star – we look at everything through our purpose, guiding the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement – we have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing to keep improving; we foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you – we believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you’re most effective – in 2020 the world changed, and that includes how we work. In response to COVID‑19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family – we offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options – we also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s. Mortgage and auto financing benefits – employees save thousands on their mortgages and auto loans with best‑in‑category benefits. Real Recognition – we recognise excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award‑winning culture – we’re a Platinum member of Canada’s Best Managed Companies and are regularly recognised by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community – since 2000 we’ve invested over $90 million into our members’ communities. Double your impact – through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non‑profit of your choice. Seniority level Mid‑Senior level Employment type Full‑time Job function Finance and Sales #J-18808-Ljbffr