Mobile Mortgage Specialist

**Why DUCA?**

At DUCA, we strive for excellence in everything we do. Our commitment to **_Do more, Be more, Achieve more_** is what sets us apart and drives our company culture. DUCA’s impact goes beyond our financial solutions - we're dedicated to making a real difference in the lives of our members and in our community.

We believe our employees are our most valuable resource We are committed to providing you with the tools, support, and challenge you need to develop your career and achieve a healthy work-life balance while contributing to our outstanding culture. DUCA offers a strong total compensation package including competitive salaries and bonuses, employer-paid benefits, banking perks, wellness days, and much more.

**Mobile Mortgage Specialist**

We are looking for a Mobile Mortgage Specialists to support Barrie and surrounding area's

**What we offer to our Mobile Mortgage Specialist**
- 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