At Coast Capital, we’re not dreaming about a better future, we’re building one. As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want.
Requirements
- Establish and nurture ongoing relationships with prospective clients, providing customized mortgage consultation to address specific needs.
- Engage proactively with clients, offering support during the mortgage application process and schedule consistent follow-ups to guarantee their satisfaction.
- Keep abreast of industry regulatory changes and stay well-informed.
- Review mortgage applications to confirm they comply with underwriting standards and regulations.
- Accurately prepare and maintain records for regulatory audits and educate clients on the regulatory requirements affecting mortgage processes.
- Offer expert advice on mortgage products, driving sales to surpass established targets.
- Employ strategic sales initiatives to attract new clients and present mortgage options during appointments.
- Adopt a consultative sales approach to address client needs effectively.
- Identify and proactively reach out to potential clients using a variety of channels, including social media, to build a robust lead pipeline.
- Develop and implement lead sourcing strategies, attend industry events to network and uncover new opportunities, and analyze market trends to identify fresh avenues for lead generation.
- Join local business and community groups to increase visibility and cultivate connections with prospective clients.
- Establish partnerships with real estate agents and builders to generate referral opportunities.
- Use online networking platforms to actively engage with clients and develop referral sources.
Benefits
- Comprehensive commission structure that rewards initiative across a spectrum of products
- Retirement options
- Mortgage and auto financing benefits
- Real Recognition
- Award winning culture
- Double your impact through employee volunteer program
