Mobile Mortgage Specialist - Surrey

Coast Capital Savings; Surrey; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A community-focused financial cooperative is looking for a Mobile Mortgage Specialist to empower members in achieving homeownership. This role offers autonomy, uncapped earnings, and the ability to build strong community relationships. Ideal candidates should have over 5 years of experience in strategic sales and a solid understanding of the BC real estate market.

Benefits

Uncapped earning potential

Flexible working hours

Qualifications

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

Responsibilities

• Source and develop a pipeline of qualified mortgage leads.
• Provide expert mortgage advice to members.
• Engage in community events and social media.

Skills

Relationship building

Sales acumen

Financial analysis

Networking

Underwriting

Tools

CRM

Lead generation tools

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 without a cap? If so, the Mobile Mortgage Specialist role at Coast Capital is designed for you.

At Coast Capital, we believe in Building Better Futures Together, starting with helping our members achieve homeownership and financial wellness. This role goes beyond mortgages; it’s about empowering you to be a trusted advisor and community partner.

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.
• Relationship-Driven: Focus on building real financial solutions through one-on-one member, partner, and community engagement.
• Purpose-Led Work: Contribute to building better futures by unlocking financial opportunities for members 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 homeownership
• Leverage your network and COIs, including real estate agents, builders, financial planners, and community groups
• Meet and exceed individual and team targets using your sales skills and product knowledge
• Underwrite confidently, ensuring compliance and regulatory standards
• Engage actively in your community through events and social media to represent Coast Capital
• Collaborate internally to ensure a seamless member experience

What You Bring

• A proven track record in mortgage sales, relationship-building, and exceeding 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 mortgage products
• Confidence and independence in managing your schedule and pipeline
• Strong underwriting, financial analysis, and CRM skills
• Familiarity with digital lead generation and community engagement tools
• A 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 empowers our teams to do the same. Join us to bring your ambition, community mindset, and business acumen to a role where you control your success.

Apply today and start building your future while helping others build theirs.

Equity, Diversity & Inclusion at Coast Capital

If your experience doesn’t align perfectly with every qualification, we still encourage you to apply. We value diverse perspectives and are committed to equity, diversity, and inclusion, welcoming applications from Indigenous Peoples, Black and racialized persons, persons with disabilities, and those of diverse sexual and gender identities.

For accommodations, contact [e-mail] or call 778-391-5836. We will work with you to meet your needs.