Mobile Mortgage Specialist

1 month ago

Toronto, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full time
About the Role

We are seeking a highly motivated and results-driven Mobile Mortgage Specialist to join our team at DUCA Financial Services Credit Union Ltd. As a Mobile Mortgage Specialist, you will play a key role in helping new members achieve their goal of home ownership by providing exceptional service and advice while executing against business plan objectives.

Key Responsibilities
  • 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 sound 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 with compliance, audit, policies, and procedures.
Requirements
  • Mortgage industry or financial services knowledge in a customer-facing role.
  • Flexible to travel and work variable hours in a fast-paced and competitive marketplace.
  • Results-driven individual and comfortable working independently.
  • A minimum of two years' previous financial services experience preferred.
What We Offer
  • Competitive best-in-class commission compensation plan (75bps - 100bps on closed/funded mortgages).
  • Guaranteed base salary for the first 6 months of employment and then a 100% commission structure.
  • Employer-paid benefits.
  • Dedicated underwriting team.
  • Partner referral program that pays up to 25 bps on all funded deals.
  • Fully digitized loan origination systems.
  • Full support from highly engaged management and senior leadership teams.

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