Mobile Mortgage Specialist

1 week ago

Nanaimo, British Columbia, Canada Coast Capital Savings Full time

Location(s): Victoria, Admin - Douglas St, Aulds Road Branch, Sooke Branch 

Job Type: Full Time Regular 

myWork Program: Mobile

Background Screening Requirement: 

  • Enhanced Criminal Record Check
  • Credit Check
  • Identity Verification 
  • Employment Verification
  • References

Job Purpose

As a Mobile Mortgage Specialist at Coast Capital, you'll work with current and prospective members to help them in their pursuit of home ownership by providing expert mortgage advice. As someone who thrives in an environment that values autonomy and connectivity, you'll appreciate the freedom that comes with setting up your office space at home and stepping out into the community to network and engage.

You'll benefit from a comprehensive commission structure that rewards your initiative across a spectrum of products including mortgages, investments, credit cards, commercial referrals and insurance, crafting a truly dynamic and rewarding career experience. Finally, you're a strong communicator who loves to meet new people and develop meaningful relationships to solve your client's financial needs.

Accountabilities

  • Establish and nurture ongoing relationships with prospective clients, providing customized mortgage consultation to address specific needs. Engage proactively with clients, offering support during the mortgage application process and schedule consistent follow-ups to guarantee their satisfaction. Coordinate with internal teams to address client inquiries and issues swiftly.

  • Keep abreast of industry regulatory changes and stay well-informed. Review mortgage applications to confirm they comply with underwriting standards and regulations. Accurately prepare and maintain records for regulatory audits and educate clients on the regulatory requirements affecting mortgage processes.

  • Offer expert advice on mortgage products, driving sales to surpass established targets. Employ strategic sales initiatives to attract new clients and present mortgage options during appointments. Adopt a consultative sales approach to address client needs effectively.

  • Identify and proactively reach out to potential clients using a variety of channels, including social media, to build a robust lead pipeline. Develop and implement lead sourcing strategies, attend industry events to network and uncover new opportunities, and analyze market trends to identify fresh avenues for lead generation.

  • Join local business and community groups to increase visibility and cultivate connections with prospective clients. Establish partnerships with real estate agents and builders to generate referral opportunities. Use online networking platforms to actively engage with clients and develop referral sources.

Skills & Qualifications

  • Bachelor's degree in Finance, Economics, Business Administration, or related field

  • 5+ years with strategic sales and networking

  • Extensive knowledge of the real estate and economic market in British Columbia

  • Knowledge of current residential mortgage products and services

  • Ability to analyze financial information and mortgage applications

  • Expertise in mortgage underwriting standards and regulations

  • Competency in using CRM software for client relationship management

  • Familiarity with digital marketing tools for lead generation

  • Proficiency in online networking platforms for community engagement

  • Track record of meeting or exceeding sales targets in the mortgage industry

  • History of successfully building and maintaining client relationships

  • Proven experience in developing personal networks to generate business opportunities

  • Demonstrated ability to innovate and implement successful lead generation strategies

  • Experience in creating and executing strategic sales plans in the financial sector

  • Evidence of strong community involvement with a focus on business development activities

Equity, Diversity & Inclusion at Coast Capital

Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone – including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital.

At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community.

Coast Capital is committed to providing an accessible recruitment experience. If you are a candidate with a disability and require accommodation(s) during any stage of the recruitment process, please contact us at or This contact is intended solely for inquiries or feedback related to accessibility barriers, accommodation requests or alternate format requests. We will work with you to ensure your needs are met. You will only receive a response to inquiries related to these topics. 

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