Mobile Mortgage Advisor (Rural AB)
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Medicine Hat, AB, Canada
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  • If you're passionate about your community, adore making an impact, thrive in a fast-paced environment, and want to make a difference, then we'
  • re looking for you! Our client, a leader in banking, is an organization with deep roots, big ideas, and a commitment to doing what’s right.

    They are seeking a Mobile Mortgage Advisor for Rural Alberta surrounding Lethbridge, Medicine Hat, Calgary, Red Deer, Edmonton, and the area.

    Benefits & Perks :

  • Base salary of $30,000 with a generous variable plan and OTE of $100K+
  • Benefits, 5% RRSP matching, etc.
  • Must be able to work a flexible work schedule, including evenings and weekends, based on a combination of member availability and personal work / life balance
  • Ability to work from a home-based office with further mobility, as required, to meet member needs
  • Responsibilities :

  • Delivers remarkable member service that builds trust through expertise and responsive service and support, while balancing the interest of the credit union
  • Actively seeks out new members by developing and leveraging relationships with key stakeholders and centers of influence within the community
  • Accountable for increasing share of wallet by identifying cross-sell opportunities and facilitating introductions to other areas of the business
  • Provides flexibility and convenience for existing and new members by arranging meetings using both digital channels and face-to-face methods during adaptable work hours, including evenings and weekends
  • Maintains a thorough knowledge and understanding of all mortgage products and services and their related features and benefits in order to advise on the most appropriate mortgage solutions, and to deepen and enhance member relationships
  • Successfully achieves and / or exceeds individual sales targets, while collaborating with retail network and other business areas to anchor members to the appropriate delivery channel for closing and cross-sales
  • Ensures profitability of all transactions through appropriate application of rates (discretionary pricing, risk-based lending), fees, and service charges
  • Builds collaborative working relationships with team members, Consumer & Concierge Banking network, and other staff external to the department to facilitate and continually improve member journey
  • Qualifications :

  • Completed a relevant certificate, diploma, degree, or designation program
  • An equivalent combination of education and experience may also be considered
  • 4 - 6 years’ experience in mortgage lending in Financial Services and / or real estate
  • Proven ability to achieve sales goals and recognize new sales opportunities
  • A well-established network of realtors, builders, financial planners, and other centers of influence is considered an asset
  • Completion of relevant internal courses identified by a manager within 12 months of hire and continuously thereafter
  • Strong computer skills : able to pick up new and existing programs related to the job quickly
  • Excellent communication skills; both written and verbal
  • Strong critical thinking, problem-solving, analytical, organization, and multi-tasking skills
  • Excellent customer service orientation
  • Excellent influencing, negotiation, and presentation skills
  • Excellent attention to detail
  • Superior knowledge of the mortgage and retail lending market, real estate industry, as well as the broader financial services industry
  • Ability to foster and maintain strong relationships with members, internal partners, and external centers of influence
  • Strong sense of entrepreneurship
  • Self-starter who works independently and seeks out answers
  • Must have a valid driver’s license and a reliable vehicle
  • Job ID : RT83228120

    If you are interested in this position and meet the qualifications, apply today! We thank all applicants; however, only those who are authorized to work in Canada or are selected for an interview will be contacted.

    David Aplin Group, one of Canada’s Best Managed Companies, is an employment agency specializing in finding top talent for exceptional organizations across North America.

    There are no fees to apply to our jobs or engage with our recruiters to find a new career. Companies hire us to help them grow their teams.

    Visit our website to learn more : #LI-DNP#IND-DNP

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