Mobile Mortgage Specialist - Vancouver

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

Job summary

A financial services organization in Vancouver seeks a Mobile Mortgage Specialist to provide expert mortgage advice and support clients in home ownership. The role includes establishing client relationships, analyzing financial data, and providing strategic advice. Candidates should have 5+ years in sales and a Bachelor's degree. Flexible work options offered.

Benefits

Customizable benefits

Retirement plans

Savings on mortgages and auto loans

Recognition programs

Qualifications

• 5+ years in strategic sales and networking.
• Extensive knowledge of BC real estate and economic markets.
• Ability to analyze financial data and mortgage applications.

Responsibilities

• Establish relationships with prospective clients for mortgage consultations.
• Stay informed about industry regulations and educate clients.
• Offer expert advice on mortgage products to surpass targets.

Skills

Strategic sales

Networking

Financial analysis

Community engagement

Education

Bachelor's degree in Finance, Economics, or related field

Tools

CRM software

Digital marketing tools

Job description

Location(s): Vancouver, BC

Job Type: Full Time

myWork Options: In-person, Hybrid

Starting Salary Range: Commission plus $50,000 annual draw

Background Screening Requirement:

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

Job Purpose

As a Mobile Mortgage Specialist at Coast Capital, you'll work with current and prospective members to help them in their pursuit of home ownership by providing expert mortgage advice. You will thrive in an environment that values autonomy and connectivity, with the flexibility to set up your home office and engage with the community.

You'll benefit from a comprehensive commission structure that rewards your initiative across products including mortgages, investments, credit cards, commercial referrals, and insurance, offering a dynamic career. You are a strong communicator who enjoys meeting new people and developing meaningful relationships to meet clients' financial needs.

Accountabilities

1. Establish and nurture relationships with prospective clients, providing customized mortgage consultations and supporting them through the application process. Follow up regularly to ensure satisfaction and coordinate with internal teams for swift resolution of inquiries.
2. Stay informed about industry regulations, review mortgage applications for compliance, and educate clients on regulatory requirements affecting mortgage processes.
3. Offer expert advice on mortgage products, employing strategic sales initiatives to surpass targets. Use a consultative approach to effectively address client needs.
4. Identify and reach out to potential clients through various channels, including social media, to build a strong lead pipeline. Attend industry events and analyze market trends to discover new opportunities.
5. Participate in local business and community groups to increase visibility, establish partnerships with real estate agents and builders for referrals, and actively engage online for community networking.

Skills & Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field
• 5+ years in strategic sales and networking
• Extensive knowledge of BC real estate and economic markets
• Knowledge of current residential mortgage products and services
• Ability to analyze financial data and mortgage applications
• Understanding of mortgage underwriting standards and regulations
• Proficiency with CRM software and digital marketing tools
• Experience in community engagement and online networking
• Track record of exceeding sales targets and building client relationships
• Proven ability to develop personal networks and implement lead strategies

Equity, Diversity & Inclusion at Coast Capital

We believe everyone has potential and are committed to building inclusive futures. We encourage applications from Indigenous Peoples, Black and racialized persons, persons with disabilities, and individuals of diverse identities. We aim to provide accessible experiences and accommodate needs upon request.

Why join Coast Capital Savings?

• Purpose: Our guiding star in all we do.
• Inclusion: We foster a safe, diverse, and engaging culture.
• Growth: Develop your career with opportunities from within.
• Flexibility: Work where you're most effective.
• Benefits: Customizable benefits and retirement plans.
• Financial perks: Savings on mortgages and auto loans.
• Recognition: Celebrate excellence and contributions.
• Community: Invest in and give back to communities.

D&I at Coast

We celebrate differences, support diversity, and are committed to building a team that reflects our community's variety of backgrounds and perspectives.