Mobile Mortgage Specialist - Cambridge, Kitchener, Waterloo

at  DUCA Financial Services Credit Union Ltd

WHY DUCA?

We’re a vibrant, exciting credit union that lives its “profits with a purpose” philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to serve.
We exist to help People, Businesses and Communities Do More, Be More, and Achieve More™.

DUCA (www.duca.com) is the fastest organically growing large Credit Union in Canada distinguished for the following:

• Positive, un-big bank like service experience delivered through Member-facing staff in branch, on the phone (Member-Connect) and via our Mobile mortgage specialists, Wealth Management advisors and Commercial and Business Banking Account Managers.
• Competitive rates.
• Personalized financial solutions, guidance, and service with the lowest possible fees for both Personal and Business Members.
• Profit sharing among Members.
• Multiple ways to bank—online, mobile app, phone/full-service Member Connect Contact Centre, and, of course, in-branch—DUCA is accessible 24/7
• A community philosophy of “profits with a purpose” culminating in the creation of the DUCA Impact Lab (www.ducaimpactlab.com), a charitable foundation committed to helping the credit challenged and underbanked. This led to DUCA’s designation as a B-Corp certified organization, the first ever credit union to receive this global recognition.

A career with one of Canada’s fastest growing credit unions means you’ll find endless opportunities to make a difference with your unique abilities and perspectives. Our people live their purpose while helping others Do more, Be more and Achieve more with their money and their lives. At DUCA, you’ll be part of a vibrant and collaborative team where you’ll be supported to excel and make an impact, no matter what role you play.

MOBILE MORTGAGE SPECIALIST

We are looking for 1 new Mobile Mortgage Specialist in the Cambridge, Kitchener & Waterloo area!
A mortgage professional who thrives in an entrepreneurial setting. Self-motivation is second nature to you, in not only accomplishing but exceeding your goals. You put your Clients first, always going above and beyond, enabling them to secure their homes and their futures. You take pride in leveraging, developing and nurturing relationships with your Clients, colleagues and communities. Trust, integrity, and accountability are key pillars to your success and are highly valued by you.

OCCUPATIONAL EXPERIENCE & EDUCATION REQUIREMENTS

• Mortgage industry or financial services knowledge in a customer facing role.
• Flexible to travel and work variable hours in a fast faced and competitive marketplace.
• Results-driven individual and comfortable working independently.
• A minimum of two years’ previous financial services experience preferred.

KNOWLEDGE, SKILLS & ATTRIBUTES

• Solid knowledge of residential mortgages and financial services in a sales/service capacity.
• Well-developed communication and interpersonal skills including the ability to actively listen, connect and respond in a confident manner.
• Comfortable meeting new people and presenting to a varied audience.
• Ability to engage and connect with new prospects, referral sources and centers of influence.
• Highly motivated and confident with strong prospecting and networking skills.
• Highly developed customer and relationship management skills with ability to negotiate and influence.
• Passionate about providing excellent Member service and helping others to achieve their goals
• Strong business acumen and financial industry knowledge
• Proven sales skills
• Experience using Microsoft Office suite of products
• Experience using Loan Originating System (LOS), or other related software considered an asset

JOB PURPOSE & SUMMARY

The Mobile Mortgage Specialist utilizes consultative selling skills to originate residential mortgage and home equity loans from real estate agents, home builders, lawyers, accountants, financial planners and other centres of influence. The Mobile Mortgage Specialist plays a key role in helping new DUCA members achieve their goal of home ownership by providing an exceptional level of service and advice while executing against business plan objectives.

KEY ACCOUNTABILITIES & DUTIES

• Proactively create opportunities to engage in client focused home financing conversations with the goal of bringing new Members to DUCA.
• Prospect new and existing referral sources for residential mortgage leads using consultative selling techniques and by offering DUCA’s unique suite of products.
• Meet with new Members at their convenience and submit relevant financial information and documentation to the credit adjudication team.
• Monitor overall results and review progress against activities and sales goals.
• Provide sounds credit recommendations and solutions catered to individual needs of new Members.
• Participate in regular coaching sessions and monthly objectives setting.
• Identify new member financial needs and cross sell opportunities and provide appropriate solutions.
• Complete and process all work within guidelines and in accordance to compliance, audit, policies, and procedures