Mobile Mortgage Specialist
Ottawa, Canada
4d ago

Purpose of the Job :

The Mobile Mortgage Specialist will contribute to the success of Meridian by proactively generating retail mortgage business from real estate agents, home builders, lawyers and other centres of influence in the community.

You will have the opportunity to provide an exceptional level of service and advice to the new Members you bring to the Meridian branch network while successfully executing against your business plan objectives

Key Accountabilities :

  • Develop and close mortgage and home equity line of credit referrals from realtors, builders, lawyers, accountants, financial planners and other centres of influence
  • Leveraging your skills in consultative sales, you will provide exceptional level of service and advice to new Members introduced to Meridian
  • Meet with Members at their home or place of business to process their mortgage application
  • To meet the unique needs of each Member you will provide sound credit recommendations and solutions
  • Ensure profitability of all transactions by appropriate application of rates (discretionary pricing, risk based lending) fees and service charges
  • Responsible to attain individual targets for sales and referrals as mutually agreed upon in the annual performance planning cycle
  • Participate in annual objective setting and regular coaching sessions
  • Probe to identify Member needs and opportunities and provide solutions or refer to appropriate team Members to meet those needs.
  • Maintain a thorough knowledge and understanding of all Meridians products and services and their related features and benefits in order to deepen and enhance Member relationships
  • Ensure all transactions are documented and accurately completed in a timely and professional manner.
  • Knowledge, Skills and Experience :

  • Superior knowledge of the mortgage industry with demonstrated mortgage origination results.
  • Ability to build profitable and enduring relationships
  • Strong business and Member development skills
  • Flexible to travel and work variable hours, including evenings and weekends
  • Able to work independently in a fast-paced, competitive market.
  • Must have a valid driving license and insurance to operate a vehicle in Ontario
  • Competent use of Microsoft Office applications a must.
  • Results driven independent sales professional with exceptional communication (written and verbal) and interpersonal skills.
  • Experience the Difference!

    Thank you for your interest in Meridian Credit Union. Please note that due to the volume of applications, only those under consideration will be contacted for an interview.

    Meridian is committed to providing accommodations for people with disabilities. Should you require an accommodation, we will partner with you to meet your needs.

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