Mobile Mortgage Specialist

3 weeks ago

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

About the Role

We are seeking a highly motivated and results-driven Mortgage Sales Professional to join our team at DUCA Financial Services Credit Union Ltd. As a Mobile Mortgage Specialist, you will be responsible for originating residential mortgage and home equity loans from real estate agents, home builders, lawyers, accountants, financial planners, and other centers of influence.

Key Responsibilities

  • Proactively create opportunities to engage in client-focused home financing conversations to bring new members to DUCA.
  • Prospect new and existing referral sources for residential mortgage leads using consultative selling techniques and 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 tailored to individual member needs.
  • Participate in regular coaching sessions and monthly objectives setting.
  • Identify new member financial needs and cross-sell opportunities, providing 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 comfortable working independently.
  • A minimum of two years' previous financial services experience preferred.

About DUCA

DUCA Financial Services Credit Union Ltd. is a vibrant and collaborative team where you'll be supported to excel and make an impact. We're committed to employment equity and encourage applications from all qualified candidates. If you're passionate about providing excellent member service and helping others achieve their goals, we'd love to hear from you.

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