Mobile Mortgage Specialist - Surrey

White Spot; Delta; Hybrid; CAD 60,000 - 100,000; Full time

Job summary

A leading company in the financial services sector is searching for a Mobile Mortgage Specialist who excels in relationship-building and sales. This role offers uncapped earning potential while allowing for autonomy and flexibility. Candidates should have a strong background in mortgage sales and a passion for helping clients achieve their financial goals. Join us and contribute to building better futures for our community.

Benefits

Comprehensive benefits

Career growth opportunities

Flexible work arrangements

Recognition programs

Qualifications

• Proven track record in mortgage sales and exceeding targets.
• 5+ years of strategic sales experience in financial services.
• Deep knowledge of BC's real estate market.

Responsibilities

• Source and nurture a pipeline of mortgage leads.
• Provide expert mortgage advice to help members achieve homeownership goals.
• Engage actively in the community to build brand trust.

Skills

Relationship-building

Sales

Financial analysis

CRM systems

Digital lead generation

Job description

Location(s): Surrey and Surrounding Areas, BC

Job Type: Full Time

myWork Options: Hybrid

Starting Salary Range: Uncapped Commission Structure

Background Screening Requirement:

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

Build a better future for others, and yourself

Are you a high-performing business developer with a strong COI network, an expert closer, and a trusted community connector? Do you thrive on autonomy, value relationships over transactions, and want your earnings to reflect your performance and not a capped target? If so, the Mobile Mortgage Specialist role at Coast Capital is for you.

At Coast Capital, we believe in Building Better Futures Together, starting with helping our members achieve homeownership and long-term financial wellness. This role is more than mortgages; it's about empowering you to be a trusted advisor and partner to your clients and community.

Why This Role Stands Out

• Uncapped Earning Potential: Industry-leading, performance-driven commission plan rewarding you across mortgages, investments, credit cards, and insurance.
• Autonomy & Flexibility: Manage your own desk, time, and calendar with the tools we provide to help you build your business.
• Relationship-Driven: Focus on one-on-one relationships with members, partners, and communities to provide meaningful financial solutions.
• Purpose-Led Work: Our mission is to build better futures by unlocking financial opportunities and growing incomes for our members, employees, and communities.

What You'll Do

• Source, develop, and nurture a pipeline of qualified mortgage and referral leads
• Provide expert mortgage advice to help members achieve their homeownership goals
• Leverage your network and COIs, such as real estate agents, builders, financial planners, and community groups
• Meet and exceed individual and team targets using your sales instincts and product knowledge
• Underwrite with confidence, ensuring compliance and regulatory standards
• Engage actively in your community through local events and social media to represent Coast Capital and build brand trust
• Collaborate with internal teams for a seamless member experience

What You Bring

• A proven track record in mortgage sales, relationship-building, and exceeding sales targets
• 5+ years of strategic sales and networking experience in financial services, real estate, or related fields
• Deep knowledge of BC's real estate market and current residential mortgage products
• Confidence and autonomy in managing your schedule and pipeline
• Strong skills in underwriting, financial analysis, and CRM systems
• Familiarity with digital lead generation tools and community engagement platforms
• A strong sense of purpose and passion for helping others build better futures

Let's Build Better Futures Together

At Coast Capital, our purpose is our promise. We are a financial cooperative that puts people first and empowers our teams to do the same. When you join us, you're joining a movement.

Ready to bring your ambition, community mindset, and business acumen to a purpose-led role where you control your success? Apply today and start building your future while helping others build theirs.

Equity, Diversity & Inclusion at Coast Capital

Don't meet every requirement? We believe everyone has potential. We are committed to building inclusive futures for everyone, including our employees. We encourage all qualified candidates to apply, even if your experience doesn't align perfectly with every qualification listed. You might be the right fit for this or other roles at Coast Capital.

We are dedicated to equity, diversity, and inclusion. We encourage applications from Indigenous Peoples, Black and racialized persons, persons with disabilities, individuals of diverse sexual and gender identities, and women. We value diverse perspectives and experiences, which benefit our employees, members, and community.

We strive to provide an accessible application process. If you need accommodations, please contact [e-mail] or call 778-391-5836. We will work with you to meet your needs.

Why Join Coast Capital Savings?

• Purpose is our North Star: Everything we do is guided by our purpose to serve our members and communities.
• Inclusive and Engaged Culture: We foster a safe environment where everyone can thrive and feel valued.
• Career Growth: We promote from within and support your professional development.
• Flexible Work: Our myWork program offers flexibility in where and how you work.
• Comprehensive Benefits: Customizable benefits for you and your family, including retirement options and mortgage/auto benefits.
• Recognition and Culture: We celebrate excellence and have an award-winning culture.
• Community Investment: We reinvest 10% of our profits into communities and support employee volunteering.

Diversity & Inclusion at Coast

We celebrate differences and are committed to building a team that reflects the diverse backgrounds, perspectives, and skills of our community, which benefits everyone involved.