- 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 ), 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.
- Competitive best in class commission compensation plan (75bps -100bps on closed/funded mortgages)
- Ability to participate Traditional (conventional/Prime) and Alternative Lending programs
- Employer paid benefits
- Dedicated underwriting team
- Realtor referral program with bps incentives ($ paid on closed referrals from the first closed referral, no referral minimums to participate)
- Fully digitized loan origination systems with automated pre-approvals for both traditional and alternative lending programs
- Along with full support from highly engaged management and Senior Leadership teams
- 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
- 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.
- 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
- Frequent travel throughout designated region
-
Mortgage specialist
1 week ago
Société Financière Manuvie Waterloo, ON, CanadaNous sommes un fournisseur de services financiers qui s'emploie à faciliter les décisions de nos clients et de nos collègues partout dans le monde et à les aider à vivre mieux. De nos initiatives environnementales à nos investissements dans la collectivité, nous montrons la voie ...
-
Mobile Mortgage Specialist
2 days ago
TD Bank Kitchener, Canada**Mobile Mortgage Specialist**: · BR · **Job Category - Primary** · - Sales & Business Development · **Work Location** · - 4233 King Street East · **Employment Type** · - Regular · **City** · - Kitchener · **Time Type** · - Full Time · **Province/State** · - Ontario · **Hours** · ...
-
Mobile Mortgage Specialist
2 days ago
TD Bank Kitchener, Canada418598BR · Sales & Business Development · Kitchener, ON · September 5, 2023 · Hours · 37.5 · Workplace Model · Hybrid · Pay Details · Department Overview · Obtain residential mortgage business and place those customers within the TD branch network. · - The MMS is accountable to r ...
-
Mobile Mortgage Specialist Assistant
1 week ago
TD Bank Kitchener, Canada**Work Location**: · Kitchener, Ontario, Canada · **Hours**: · 1 · **Line of Business**: · Personal & Commercial Banking · **Pay Details**: · **Start an exciting career with one of the strongest financial institutions in Canada. TD is growing their Mobile Mortgage Sales Force and ...
-
Mortgage Specialist
2 days ago
Royal Bank of Canada Brantford, Canada**Come Work with Us** · At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. · Whether you're helping clients find new opportunities, developing new tech ...
-
Mortgage Specialist
13 minutes ago
BMO Financial Group Guelph, Canada435 Stone Road - Unit Z11 Guelph Ontario,N1G 2X6 · Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunit ...
-
Mortgage Specialist
1 week ago
Bank of Montreal Kitchener, ON, CanadaCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. De ...
-
Mortgage Specialist
4 days ago
BMO Kitchener, CanadaApplication Deadline: · 04/29/2024 · Address: · 795 Ottawa St S · Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies ...
-
Mortgage Specialist
5 days ago
BMO Kitchener, Canada Full timeApplication Deadline: · 03/30/2024 Address: · 795 Ottawa St S Job Family Group: · Retail Banking Sales & Service Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of t ...
-
Mortgage Specialist
4 weeks ago
BMO Waterloo, Canada Full timeApplication Deadline: · 04/29/2024Address: · 3 King Street SouthJob Family Group: · Retail Banking Sales & ServiceCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of ...
-
Mortgage Specialist
1 week ago
BMO Kitchener, Canada Full timeApplication Deadline: · 05/30/2024Address: · 795 Ottawa St SJob Family Group: · Retail Banking Sales & ServiceCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the ...
-
Mortgage Specialist
3 weeks ago
BMO Kitchener, Canada Full timeApplication Deadline: · 04/29/2024Address: · 795 Ottawa St SJob Family Group: · Retail Banking Sales & ServiceCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the ...
-
Mobile Mortgage Specialist
1 week ago
TD Bank Brantford, Canada395899BR · Sales & Business Development · Brantford, ON · January 16, 2023 · Company Overview · Department Overview · TD Canada Trust is TD's customer-focused personal and small business banking business. Serving more than 11 million customers nationally, TD Canada Trust provides ...
-
Mobile Mortgage Specialist
1 week ago
TD Bank Brantford, Canada**Work Location**: · Brantford, Ontario, Canada · **Hours**: · 37.5 · **Line of Business**: · Personal & Commercial Banking · **Pay Details**: · **Brantford** · **Who We Are**: · **TD is one of the world's leading global financial institutions and is the fifth largest bank in Nor ...
-
Mobile Mortgage Specialist
1 week ago
TD Bank Brantford, CanadaWork Location: · Brantford, Ontario, Canada · Hours: · 37.5 · Line of Business: · Personal & Commercial Banking · Pay Details: · **Job Description**: · CUSTOMER · - Identify client life and financial goals, potential barriers, provide recommendations, and ongoing relationship / p ...
-
Mortgage Broker Credit Specialist
1 week ago
DUCA Kitchener, ON, CanadaWe'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 ...
-
Vice President, Mortgage Specialists
1 week ago
Bank of Montreal Kitchener, ON, CanadaRegional Vice President - Mortgage Specialists page is loaded Regional Vice President - Mortgage Specialists · Apply locations Kitchener, ON, CAN time type Full time posted on Posted 2 Days Ago job requisition id R Application Deadline: · Retail Banking Sales & Service As a Reg ...
-
Mortgage Specialist
4 days ago
BMO Cambridge, Canada Full timeApplication Deadline: · 03/30/2024 Address: · 44 Main St Job Family Group: · Retail Banking Sales & Service Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the ho ...
-
Mortgage Specialist
4 days ago
BMO Cambridge, CanadaApplication Deadline: · 04/29/2024 · Address: · 44 Main St · Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales ...
-
Mortgage Specialist
3 weeks ago
BMO Cambridge, Canada Full timeApplication Deadline: · 04/29/2024Address: · 44 Main StJob Family Group: · Retail Banking Sales & ServiceCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home ...
Mobile Mortgage Specialist - Kitchener, Canada - DUCA Financial Services Credit Union Ltd.
Description
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 MoreTM.
DUCA ) is the fastest organically growing large Credit Union in Canada distinguished for the following:
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 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.
What we offer to our Mobile Mortgage Specialist
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
Occupational Experience & Education Requirements
Knowledge, Skills & Attributes
Working Conditions
Department: Retail Sales
Primary Location: Various - Mobile
Employment Status: Full-time
Hours per Week: 38
DUCA is committed to employment equity and encourages applications from all qualified candidates. Recruitment related accommodations will be provided upon request.
Qualified applicants are encouraged to submit their application. Applications must include a resume.
We thank all applicants but only those considered for an interview will be contacted.
Mobile Mortgage Specialist professionals in Kitchener
-
Abdul Sial
Lead product designer
-
Melissa Augustine
Customer Service Representative