Mobile Mortgage Specialist

2 weeks ago

Woodstock, Canada DUCA Financial Services Credit Union Ltd. Full time

**Mobile Mortgage Specialist**

We are looking for a Mobile Mortgage Specialists to join our growing Mobile Mortgage Team in the London and surrounding areas

**Who we are**

DUCA is a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer.

We offer competitive rates that rank among the best in the business. DUCA Members enjoy the highest level of service with the lowest possible fees.

A career with one of Canada’s fastest growing credit unions means you’ll find endless opportunities to make a difference with your unique abilities and perspectives. Our people live their purpose while helping others _Do more, Be more and Achieve more_ with their money and their lives. At DUCA, you’ll be part of a vibrant and collaborative team where you’ll be supported to excel and make an impact, no matter what role you play.

**What we offer to our Mobile Mortgage Specialists**
- Competitive best in class commission compensation plan (75bps -100bps on closed/funded mortgages)
- Ability to participate in A & B (Non-Conforming) Lending programs
- Employer paid benefits
- Dedicated underwriting team
- Realtor referral program that pays up to 25 bps on all funded deals
- Cutting edge fully digitized loan origination systems
- Full support from highly engaged management and Senior Leadership teams

**Job Purpose & Summary**

The Mobile Mortgage Specialist utilizes consultative selling skills to originate residential mortgage and home equity loans from real estate agents, home builders, lawyers, accountants, financial planners and other centres of influence. The Mobile Mortgage Specialist plays a key role in helping new DUCA members achieve their goal of home ownership by providing an exceptional level of service and advice while executing against business plan objectives.

**Key Accountabilities & Duties**
- Proactively create opportunities to engage in client focused home financing conversations with the goal of bringing new Members to DUCA.
- Prospect new and existing referral sources for residential mortgage leads using consultative selling techniques and by offering DUCA’s unique suite of products.
- Meet with new Members at their convenience and submit relevant financial information and documentation to the credit adjudication team.
- Monitor overall results and review progress against activities and sales goals.
- Provide sounds credit recommendations and solutions catered to individual needs of new Members.
- Participate in regular coaching sessions and monthly objectives setting.
- Identify new member financial needs and cross sell opportunities and provide appropriate solutions.
- Complete and process all work within guidelines and in accordance to compliance, audit, policies, and procedures

**Occupational Experience & Education Requirements**
- Mortgage industry or financial services knowledge in a customer facing role.
- Flexible to travel and work variable hours in a fast faced and competitive marketplace.
- Results-driven individual and comfortable working independently.
- A minimum of two years’ previous financial services experience preferred.

**Knowledge, Skills & Attributes**
- Solid knowledge of residential mortgages and financial services in a sales/service capacity.
- Well-developed communication and interpersonal skills including the ability to actively listen, connect and respond in a confident manner.
- Comfortable meeting new people and presenting to a varied audience.
- Ability to engage and connect with new prospects, referral sources and centers of influence.
- Highly motivated and confident with strong prospecting and networking skills.
- Highly developed customer and relationship management skills with ability to negotiate and influence.
- Passionate about providing excellent Member service and helping others to achieve their goals
- Strong business acumen and financial industry knowledge
- Proven sales skills
- Experience using Microsoft Office suite of products
- Experience using Loan Originating System (LOS), or other related software considered an asset

**Working Conditions**

Frequent travel throughout designated region

**Department**: Retail Sales

**Primary Location**: Various - Mobile

**Employment Status**: Full-time

**Hours per Week**: 38

**Job Grade Level**: 6

**About DUCA**

DUCA exists to help people do more, be more and achieve more with their money and their lives. We’re driven by a co-operative philosophy that puts our Members (and Owners) at the centre of every decision we make, gives them a voice in how we’re run, and rewards them for their loyalty by sharing our profits.

At DUCA, we’re dedicated to creating a positive environment where our employees have growth and development opportunities, a healthy work/life balance, opportunities to give back to the community, and a focus on doing what is right for our Members. DUCA offers a competit

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