Mobile Mortgage Specialist

3 weeks ago

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

**Why DUCA?**

We’re 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. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to serve.

We exist to help People, Businesses and Communities **Do More, Be More, and Achieve More**.
- Positive, un-big bank like service experience delivered through Member-facing staff in branch, on the phone (Member-Connect) and via our Mobile mortgage specialists, Wealth Management advisors and Commercial and Business Banking Account Managers.
- Competitive rates.
- Personalized financial solutions, guidance, and service with the lowest possible fees for both Personal and Business Members.
- Profit sharing among Members.
- Multiple ways to bank—online, mobile app, phone/full-service Member Connect Contact Centre, and, of course, in-branch—DUCA is accessible 24/7

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.

**Mobile Mortgage Specialist**

We are looking for 1 new Mobile Mortgage Specialist in the Kitchener/Waterloo area

A mortgage professional who thrives in an entrepreneurial setting. Self-motivation is second nature to you, in not only accomplishing but exceeding your goals. You put your Clients first, always going above and beyond, enabling them to secure their homes and their futures. You take pride in leveraging, developing and nurturing relationships with your Clients, colleagues and communities. Trust, integrity, and accountability are key pillars to your success and are highly valued by you.

**What we offer to our Mobile Mortgage Specialist**
- Competitive best in class commission compensation plan (75bps -100bps on closed/funded mortgages)
- Ability to participate Traditional (conventional/Prime) and Alternative Lending programs
- Employer paid benefits
- Dedicated underwriting team
- Realtor referral program with bps incentives ($ paid on closed referrals from the first closed referral, no referral minimums to participate)
- Fully digitized loan origination systems with automated pre-approvals for both traditional and alternative lending programs
- Along with 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 co

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