Mobile Mortgage Specialist

2 weeks ago


Courtenay, Canada First Credit Union Full time

Work Term: Permanent
- Work Language: English
- Hours: 35 hours per week
- Education: Secondary (high) school graduation certificate
- Experience: 3 years to less than 5 years
- **Work setting**:

- Credit union
- Financial institution
- ** Tasks**:

- Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
- Complete credit and loan documentation
- Interview applicants for loans
- Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
- Prepare statements on delinquent accounts
- Promote sale of credit and loan services
- Research and evaluate loan applicant's financial status, references, credit and ability to repay loan
- Review and update credit and loan files
- Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers
- ** Type of loan experience**:

- Business
- Mortgage
- Personal
- ** Transportation/travel information**:

- Own transportation
- ** Work conditions and physical capabilities**:

- Attention to detail
- Fast-paced environment
- Work under pressure
- ** Personal suitability**:

- Accurate
- Client focus
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Flexibility
- Judgement
- Organized
- Team player
- Integrity
- Quick learner
- ** Screening questions**:

- Are you currently legally able to work in Canada?
- Do you currently reside in proximity to the advertised location?
- Do you have previous experience in this field of employment?
- ** Workplace information**:

- Hybrid
- ** Health benefits**:

- Dental plan
- Disability benefits
- Health care plan
- Paramedical services coverage
- Vision care benefits
- ** Financial benefits**:

- Commission
- Group insurance benefits
- Life insurance
- Pension plan
- ** Long term benefits**:

- Long-term care insurance
- Maternity and parental benefits
- ** Other benefits**:

- Free parking available
- Learning/training paid by employer
- Paid time off (volunteering or personal days)
- Team building opportunities
- Parking available



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