Mobile Mortgage Specialist
About The Position
We’re looking for a Mobile Mortgage Specialist to join our team! This position is integral to the function of our organization, playing a critical role in our consumer advice team. The key responsibilities for this role include crafting and implementing comprehensive mortgage acquisition strategies aligned with member needs, developing solutions and making recommendations based on an understanding of member needs and business strategy. The ideal candidate will be an independent, self-managed professional who enjoys developing new business in a fast-paced, competitive market, leveraging existing relationships to demonstrate a strong understanding of the market and translating those relationships into results. They will also grow their network and create lasting connections with realtors, brokers, and others who will refer opportunities back, foster community interaction and engagement through effective communication and relationship-building, have the flexibility to meet member needs when and where it is convenient for them, and utilize digital solutions to create efficiencies, simplify members’ banking needs, and enhance the member experience.
Requirements
- Two years’ mortgage lending experience and/or three years’ consumer lending and underwriting (or an equivalent combination of education and experience).
- Excellent customer service and attention to detail skills to guide members through the mortgage process, addressing inquiries, explaining options, and ensuring satisfaction. Building trust and rapport is essential.
- Ability to analyze financial data, credit reports, and property values in order to evaluate eligibility, risk factors, and affordability.
- Detail-oriented and risk aware, contributing to the safeguarding of our company’s assets and reputation.
- Proficient in digital literacy, including (but not limited to) critical thinking, problem solving and navigation using digital solutions.
- Use and comfortability with a variety of Microsoft 365 applications (Excel, Teams, Viva, Power Automate, Power BI, Copilot).
Nice To Haves
- Completion of some post-secondary education in Commerce, Business Administration, or a related discipline is preferred but not required.
Responsibilities
- Craft and implement comprehensive mortgage acquisition strategies aligned with our member needs.
- Develop solutions and make recommendations based on an understanding of the members’ needs and business strategy.
- Be an independent, self-managed professional who enjoys developing new business in a fast-paced, competitive market.
- Leverage existing relationships to demonstrate a strong understanding of the market and be able to translate those relationships into results.
- Grow your network and create lasting connections with realtors, brokers, and others who will refer opportunities back to you.
- Foster community interaction and engagement through effective communication and relationship-building.
- Have the flexibility to meet your member’s lifestyle when and where it is convenient for them.
- Utilize digital solutions to create efficiencies, simplify members’ banking needs, and enhance the member experience.
Benefits
- 7% employer-matched pension plan
- Extended health benefits
- Employee and family assistance program
- Staff loan rate
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
