Mobile Mortgage Specialist - Winnipeg, Canada - Assiniboine Credit Union Ltd

Assiniboine Credit Union Ltd

Verified Company

Winnipeg, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

The Mobile Mortgage Specialist is responsible for cultivating and managing relationships, primarily with external partners, to identify home financing opportunities and increase ACU's residential mortgage market share.

The Mobile Mortgage Specialist plays an important role in delivering a consistent and compelling member experience, often acting as the first point of contact for new members to ACU.

The Mobile Mortgage Specialist contributes to balanced and intentional growth by understanding members' full financial needs and connecting them to the right experts and advice in all areas of ACU.

KEY ACCOUNTABILITES

Develop and execute appropriate strategies to meet growth targets and KPIs while consistently delivering business results.
Proactively identify and connect with external partners, developing reciprocal relationships to generate retail mortgage business.
Deliver a consistent and compelling member experience, building trust through expertise and sound advice, guiding members through the home buying process.
Provide mobile service by meeting with prospects, members, and external partners at a time and location that is convenient to them.
Partner with branch teams to connect all members with a warm hand off and an opportunity to meet their additional personal financial needs.
Proactively identify other member needs and connect members with the appropriate advice at ACU including experts in the Community and Business Financial Centre, ACU Wealth management, and Winnipeg Insurance Brokers.
Represents ACU by being visible in the community, attending conferences, trade shows and other relevant events to cultivate business relationships.
Organize and lead member seminars and appreciation events.
Assist in the implementation of marketing programs, promotions and other initiatives.
Conduct credit investigations, completing all applicable documentation accurately and making sound business decisions aligned to ACU risk appetite and values.
Collaborate with the credit team and other internal partners to provide timely responses to members.
Interpret and understand operating procedures, lending policies and security requirements ensuring all guidelines are adhered to.
Work with accuracy and attention to detail to minimize errors that impact members and incur cost to ACU.
Resolve member concerns with an aim for first contact resolution, referring escalations to the appropriate person or department as needed.
Understand, respect, and support ACU's commitment to corporate social responsibility, respectful workplace and diversity initiatives.
Maintain current and relevant knowledge of industry trends, competitor products and strategies.
Provide input in projects and strategic initiatives aimed at improving the member experience.

QUALIFICATIONS

EDUCATION & EXPERIENCE

Post-secondary education in a business-related field, accompanied by four to six years of job-related experience or an equivalent combination of education and experience.

This role requires demonstrated and consistent success in the following ACU core competencies including:

Leading Self
Member Service
Delivering Results
Communication
Change
Problem Solving & Decision Making
Organizational Acumen

In addition, the Mobile Mortgage Specialist:

Is outgoing, positive and passionate about meeting new people and making connections
Has strong interpersonal and relationship building skills
Has knowledge of, and connections in, the real estate and residential mortgage market
Has indepth knowledge of mortgage lending, KYC and other applicable regulatory requirements
Functional knowledge of personal banking

WHO WE ARE?

As a Certified B Corporation and one of Manitoba's Top Employers (2023), the culture of Assiniboine Credit Union is supportive of the individual while focused on the greater community.

You'll be motivated by shared values and encouraged to always think about how, through financial sustainability, we can do more for our members, our employees and our community.

Choosing to work at Assiniboine Credit Union means that you'll be working for an organization that:

puts people, planet and prosperity first,

- values diversity and inclusion,
- is focused on social and environmental responsibility,
- supports employees through training programs and long-term career development,
- offers a competitive total compensation program which includes bonuses, a matched pension program, and health and dental benefits.

If doing things differently and doing more is part of who you are, join us on a rewarding journey where your personal aspirations and career goals can align.