Broker Specialist

SASCU; Salmon Arm; Hybrid; CAD 65,000 - 100,000; Full time

Benefits offered by this job

Pension plan with SASCU matching

Extended health & dental care

Travel insurance

Life insurance

Employee and Family Assistance Program

Flexible spending account

Flexible work arrangements and PTO

Career growth support

Banking fee waivers & loan/mortgage优惠

Job summary

SASCUs Broker Specialist role focuses on strengthening broker relationships and building a reliable pathway for mortgage business to support members and communities. You will apply sound analysis and proactive relationship management to balance service, risk, and profitability.

Ideal candidates have 4–5 years in financial services with residential mortgage lending experience and knowledge of CMHC/SASCU policies. Flexible work arrangements are offered.

Qualifications

• 2+ years in financial services or mortgage lending.
• Strong understanding of residential mortgages and SASCU policies.
• Experience with mortgage broker industry and broker-generated business.
• CUIC 210 and CUIC 240 certifications are preferred.

Responsibilities

• Build and manage relationships with brokers and broker houses to grow SASCU's broker channel.
• Ensure broker applications lead to sound lending decisions with due diligence and policy alignment.
• Ensure mortgage files progress efficiently with accurate documentation and follow-up.
• Deliver a consistent broker experience that strengthens relationships and trust with SASCU.
• Maintain broker financial processes to protect transaction integrity and reporting.

Skills

Mortgage analysis

Broker relationships

Residential mortgage lending

CMHC products knowledge

SASCU product knowledge

Education

Post-secondary education

CUIC 210

CUIC 240

Tools

CMHC policies

Job description

Brief Description

As a Broker Specialist, you will strengthen SASCU’s ability to Raise the Shuswap by building trusted broker relationships and creating a responsive, reliable pathway for mortgage business that supports the financial health of our members and communities. Through sound analysis, disciplined mortgage processing, and proactive relationship management, you will turn opportunities into sustainable business while balancing service, risk, margin, and profitability. This position brings SASCU’s values of Imagination, Impact, Initiative, and Integrity to every broker and internal partnership by finding better ways to serve, taking ownership of outcomes, making decisions with care, and building confidence in SASCU as a trusted financial partner.

What You'll Do (key Responsibilities)

• Build and proactively manage productive relationships with brokers and broker houses, identifying opportunities for profitable growth, and positions SASCU as a responsive and trusted mortgage partner to grow a strong and sustainable broker channel while balancing volume, service expectations, margin, and overall profitability.
• Ensure broker-generated mortgage applications result in sound, well-supported lending decisions by applying strong analysis, due diligence, and residential mortgage expertise in alignment with SASCU policies, guidelines, and approval authorities.
• Ensure approved broker mortgages progress efficiently to completion through accurate documentation, effective follow-up, and appropriate due diligence.
• Deliver a consistent and responsive broker experience that builds trust, strengthens relationships, and positions SASCU as a valued partner.
• Maintain accurate and well-controlled broker financial processes to protect the integrity of transactions, commissions, accounts, and reporting.
• Deepen broker and member relationships by connecting opportunities across SASCU and contributing to referral and One SASCU outcomes.
• Strengthen SASCU’s presence and credibility within the mortgage community by building productive relationships with brokers and industry partners.
• Strengthen internal mortgage capability and broker service delivery by sharing expertise, staying current, and identifying opportunities for continuous improvement.

What You'll Bring (qualifications)

• 2 years of post-secondary education or an equivalent combination of education and experience.
• 4-5 years of financial services experience with a strong focus on residential mortgage lending.
• Experience with the mortgage broker industry and broker-generated mortgage business.
• Advanced knowledge of residential mortgages, including SASCU’s Investment and Lending Policy.
• Strong understanding of Canada Mortgage and Housing Corporation (CMHC) products and policies.
• Completion of CUIC 210 (Consumer and Residential Mortgage Lending) and CUIC 240 (Fundamentals of Personal Financial Planning).
• Advanced knowledge of SASCU products and services.

We invest in our employees by offering (rewards and benefits)

• A competitive base salary plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
• Comprehensive group benefits coverage including extended health and dental care, travel insurance, and life insurance, and an Employee and Family Assistance Program.
• Flexible spending account for additional health and personal wellness activities and expenses.
• Flexible work arrangements and paid time off including vacation, medical/care time, personal days, and paid community volunteering.
• Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
• Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.