Mobile Mortgage Specialist - Surrey

Coast Capital Savings; Surrey; Hybrid; CAD 80,000 - 120,000; Full time

Job summary

Coast Capital Savings seeks a Mobile Mortgage Specialist to empower clients in achieving homeownership through personalized service. This role emphasizes relationship-building and autonomy, with industry-leading commission structures offering uncapped earning potential. Ideal candidates will possess a solid background in mortgage sales and be proactive community connectors.

Qualifications

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

Responsibilities

• Drive business by sourcing and developing qualified mortgage leads.
• Provide expert mortgage advice to help clients achieve homeownership.
• Engage with the community through local events and social media.

Skills

Relationship-building

Financial analysis

Underwriting

Sales instincts

Community engagement

Tools

CRM systems

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:

• EnhancedCriminal 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 powerful 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 was built for you.

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

Why This Role Stands Out

• Uncapped Earning Potential: Industry-leading, performance-driven commission plan that rewards you across the full suite of Coast Capital products including mortgages, investments, credit cards and insurance.
• Autonomy & Flexibility: You manage your desk, your time, your calendar. We give you the tools you build the business.
• Relationship-Driven: This is not transactional. You’ll work one-on-one with members, partners, and communities to provide real financial solutions not just mortgage products.
• Purpose-Led Work: We’re here to build better futures by unlocking financial opportunities and growing incomes for our members, employees, and communities.

What You’ll Do

• Drive your business by sourcing, developing, and nurturing a pipeline of qualified mortgage and referral leads
• Provide expert mortgage advice to new and existing members, helping them achieve their homeownership goals
• Leverage your network and COIs, E.G. real estate agents, builders, financial planners, and community groups
• Use your sales instincts and product knowledge to meet (and exceed) individual and team targets
• Underwrite with confidence, aligning with compliance and regulatory standards
• Actively engage in your community from local events to social media networking to represent Coast Capital and build brand trust
• Collaborate with internal teams to ensure 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 own 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’re a financial cooperative that puts people first and we empower our teams to do the same. When you join us, you’re not just joining a company. 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 single requirement? At Coast Capital, we believe everyone has potential. We are committed tobuilding better, brighter, more inclusive futuresfor 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.

We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [e-mail] call 778-391-5836. We will work with you to meet your needs.