Mobile Mortgage Specialist

3 weeks ago

Waterloo, Canada DUCA Financial Services Credit Union Ltd. Full time

Why DUCA? 

We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to serve.  

We exist to help People, Businesses and Communities Do More, Be More, and Achieve More™. 

DUCA (www.duca.com) is the fastest organically growing large Credit Union in Canada distinguished for the following: 

  • Positive, un-big bank like service experience delivered through Member-facing staff in branch, on the phone (Member-Connect) and via our Mobile mortgage specialists, Wealth Management advisors and Commercial and Business Banking Account Managers. 
  • Competitive rates.
  • Personalized financial solutions, guidance, and service with the lowest possible fees for both Personal and Business Members.
  • Profit sharing among Members.
  • Multiple ways to bank—online, mobile app, phone/full-service Member Connect Contact Centre, and, of course, in-branch—DUCA is accessible 24/7 
  • A community philosophy of “profits with a purpose” culminating in the creation of the DUCA Impact Lab (www.ducaimpactlab.com), a charitable foundation committed to helping the credit challenged and underbanked.  This led to DUCA's designation as a B-Corp certified organization, the first ever credit union to receive this global recognition.

A career with one of Canada’s fastest growing credit unions means you’ll find endless opportunities to make a difference with your unique abilities and perspectives. Our people live their purpose while helping others Do more, Be more and Achieve more with their money and their lives.  At DUCA, you’ll be part of a vibrant and collaborative team where you’ll be supported to excel and make an impact, no matter what role you play. 

Mobile Mortgage Specialist

We are looking for 1 new Mobile Mortgage Specialist in the Kitchener/Waterloo area 

A mortgage professional who thrives in an entrepreneurial setting. Self-motivation is second nature to you, in not only accomplishing but exceeding your goals. You put your Clients first, always going above and beyond, enabling them to secure their homes and their futures. You take pride in leveraging, developing and nurturing relationships with your Clients, colleagues and communities. Trust, integrity, and accountability are key pillars to your success and are highly valued by you.

What we offer to our Mobile Mortgage Specialist 

  • Competitive best in class commission compensation plan (75bps -100bps on closed/funded mortgages)
  • Ability to participate Traditional (conventional/Prime) and Alternative Lending programs 
  • Employer paid benefits
  • Dedicated underwriting team
  • Realtor referral program with bps incentives ($ paid on closed referrals from the first closed referral, no referral minimums to participate)
  • Fully digitized loan origination systems with automated pre-approvals for both traditional and alternative lending programs
  • Along with 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

DUCA is committed to employment equity and encourages applications from all qualified candidates. Recruitment related accommodations will be provided upon request.

Qualified applicants are encouraged to submit their application. Applications must include a resume. 

We thank all applicants but only those considered for an interview will be contacted.

  • Retail specialist

    2 weeks ago

    Waterloo, ON, Canada Freedom Mobile Inc. Full time

    At Freedom , we’re proud to be leaders in a movement that brings affordable wireless services to Canadians – we’re always on the lookout for go-getters that are committed to disrupt the status quo. Does that sound like you? We’d love to meet you. Job Description The role If you’re an upbeat, self-starter who genuinely enjoys interacting with...

  • Retail specialist

    2 weeks ago

    Waterloo, Canada Videotron Ltd Full time

    At Freedom , we’re proud to be leaders in a movement that brings affordable wireless services to Canadians – we’re always on the lookout for go-getters that are committed to disrupt the status quo.Does that sound like you? We’d love to meet you.Job DescriptionThe roleIf you’re an upbeat, self-starter who genuinely enjoys interacting with others, we...

  • Retail specialist

    2 weeks ago

    Waterloo, Canada Vidéotron Full time

    Company Description At , we're proud to be leaders in a movement that brings affordable wireless services to Canadians - we're always on the lookout for go-getters that are committed to disrupt the status quo. Does that sound like you? We'd love to meet you. Job Description The role If you're an upbeat, self-starter who genuinely enjoys interacting with...

  • Retail specialist

    2 weeks ago

    Waterloo, Canada Videotron Ltd Full time

    At Freedom , we’re proud to be leaders in a movement that brings affordable wireless services to Canadians – we’re always on the lookout for go-getters that are committed to disrupt the status quo.Does that sound like you? We’d love to meet you.Job DescriptionThe roleIf you’re an upbeat, self-starter who genuinely enjoys interacting with others, we...

  • Retail specialist

    2 weeks ago

    Waterloo, Canada Vidéotron Full time

    Company Description At , we're proud to be leaders in a movement that brings affordable wireless services to Canadians - we're always on the lookout for go-getters that are committed to disrupt the status quo. Does that sound like you? We'd love to meet you. Job Description The role If you're an upbeat, self-starter who genuinely enjoys interacting with...

  • Retail specialist

    2 weeks ago

    Waterloo, Canada Videotron Ltd Full time

    At Freedom , we’re proud to be leaders in a movement that brings affordable wireless services to Canadians – we’re always on the lookout for go-getters that are committed to disrupt the status quo.Does that sound like you? We’d love to meet you.Job DescriptionThe roleIf you’re an upbeat, self-starter who genuinely enjoys interacting with others, we...

  • Retail specialist

    2 weeks ago

    Waterloo, Canada Vidéotron Full time

    Company Description At , we're proud to be leaders in a movement that brings affordable wireless services to Canadians - we're always on the lookout for go-getters that are committed to disrupt the status quo. Does that sound like you? We'd love to meet you. Job Description The role If you're an upbeat, self-starter who genuinely enjoys interacting with...

  • Private lending specialist

    5 days ago

    Waterloo, Canada Société Financière Manuvie Full time

    Nous sommes un fournisseur de services financiers qui s’emploie à faciliter les décisions de nos clients et de nos collègues partout dans le monde et à les aider à vivre mieux. De nos initiatives environnementales à nos investissements dans la collectivité, nous montrons la voie en nous appuyant sur des valeurs, et ce, dans l’ensemble de nos...

  • Private lending specialist

    1 month ago

    Waterloo, Canada Société Financière Manuvie Full time

    Nous sommes un fournisseur de services financiers qui s’emploie à faciliter les décisions de nos clients et de nos collègues partout dans le monde et à les aider à vivre mieux. De nos initiatives environnementales à nos investissements dans la collectivité, nous montrons la voie en nous appuyant sur des valeurs, et ce, dans l’ensemble de nos...

  • Private lending specialist

    1 month ago

    Waterloo, Canada Société Financière Manuvie Full time

    Nous sommes un fournisseur de services financiers qui s’emploie à faciliter les décisions de nos clients et de nos collègues partout dans le monde et à les aider à vivre mieux. De nos initiatives environnementales à nos investissements dans la collectivité, nous montrons la voie en nous appuyant sur des valeurs, et ce, dans l’ensemble de nos...

  • Private lending specialist

    1 month ago

    Waterloo, Canada Société Financière Manuvie Full time

    Nous sommes un fournisseur de services financiers qui s’emploie à faciliter les décisions de nos clients et de nos collègues partout dans le monde et à les aider à vivre mieux. De nos initiatives environnementales à nos investissements dans la collectivité, nous montrons la voie en nous appuyant sur des valeurs, et ce, dans l’ensemble de nos...

  • Senior Technology Specialist, Quality

    2 weeks ago

    Waterloo, Canada Equitable Life of Canada Full time

    Senior Technology Specialist, Quality Waterloo, ON, Canada Req #2254 Monday, May 6, 2024 At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth...

  • Senior Technology Specialist, Quality

    2 weeks ago

    Waterloo, Canada Equitable Life of Canada Full time

    At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today. ...

  • Senior Technology Specialist, Quality

    5 days ago

    Waterloo, Canada Equitable Life of Canada Full time

    At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today. ...

  • Senior Technology Specialist, Quality

    2 weeks ago

    Waterloo, Canada Equitable Life of Canada Full time

    At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today. ...

  • Senior Technology Specialist, Quality

    2 weeks ago

    Waterloo, Canada Equitable Life of Canada Full time

    At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today. ...

  • Event Marketing Specialist

    1 week ago

    Waterloo, Canada Manulife Full time

    **_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you....

  • Lead Technology Specialist, Digital Developer

    4 weeks ago

    Waterloo, Canada Equitable Life of Canada Full time

    Lead Technology Specialist, Digital Developer Waterloo, ON, Canada Req #1960 Thursday, February 22, 2024 At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the...

  • Infotainment Test Specialist Senior – Automotive

    3 days ago

    Waterloo, Canada RPMGlobal Full time

    Transforming the Future with Convergence of Simulation and Data Infotainment Test Specialist Senior – Automotive Job Summary: Our client in Waterloo, ON is looking for an Infotainment Test Specialist Senior – Automotive. This is a contract position. What You Will Do: Provide manual coverage including test plan design, test case design, test execution,...

  • Infotainment Test Specialist Senior – Automotive

    2 days ago

    Waterloo, Canada RPMGlobal Full time

    Transforming the Future with Convergence of Simulation and Data Infotainment Test Specialist Senior – Automotive Job Summary: Our client in Waterloo, ON is looking for an Infotainment Test Specialist Senior – Automotive. This is a contract position. What You Will Do: Provide manual coverage including test plan design, test case design, test execution,...