Mobile Mortgage Specialist

TL;DR

Mobile Mortgage Specialist (Finance): Developing and expanding the mortgage customer base by building strategic relationships with realtors, builders, and financial planners. Focus on proactive business development, credit knowledge application, and delivering exceptional client service within a competitive financial market.

Location: Must be based in or near Maple/Richmond Hill, Ontario, Canada

Company

A leading global financial institution providing a full range of financial products and services to millions of customers across North America.

What you will do

• Develop and maintain a robust network of referral sources including realtors, builders, and financial planners.
• Manage the end-to-end mortgage sales process for personal and small business clients.
• Execute proactive sales strategies to grow the customer base in a competitive market.
• Collaborate with Sales Managers through joint sales calls and monthly coaching sessions.
• Utilize dedicated sales management systems to track activities and ensure performance success.

Requirements

• Proven track record in sales and business development.
• Strong interpersonal, networking, and relationship management skills.
• Knowledge of retail banking and credit adjudication is highly preferred.
• Entrepreneurial mindset with the ability to work independently.
• Post-secondary education is preferred.

Culture & Benefits

• Competitive commission package with unlimited earning potential.
• Comprehensive health, well-being, and retirement savings programs.
• Essential home office tools provided, including laptop and phone allowance.
• Structured training, onboarding, and ongoing professional development programs.
• Access to mentoring and career growth opportunities within a global organization.

Hiring process

• Review of applications followed by scheduled interviews for selected candidates.
• Communication of outcomes provided via email or phone.