FCU Community Financial - Mortgage Advisor (Permanent, Full-Time) - Courtenay
$67,558–$79,331 year
On-siteCourtenay, British Columbia, Canada
Job Summary
Assess mortgage applications by collecting and evaluating documentation for accuracy, then provide personalized guidance on suitable mortgage options aligned with member financial goals. Build lasting relationships with members to understand unique needs while fostering strong connections and proactively identifying referral opportunities. Engage in community outreach initiatives to expand the member base and ensure full compliance with applicable laws, regulations, and internal policies throughout the lending process. Oversee all documentation related to lending activities, including approvals and disbursements, to maintain accurate and timely record-keeping. Report to the Branch Manager to deliver exceptional service and support throughout the mortgage process.
Required Qualifications
- Secondary school diploma
- 2-5 years' experience in financial services, preferably within the credit union system
- Minimum 2 years of direct retail lending experience
- Demonstrated understanding of lending principles and practices, with specific knowledge of consumer lending products and regulations
- Proven sales and business development understanding, with a track record of achieving targets and goals
- Education or equivalent experience with Products & Services, Fundamentals of Personal Financial Planning, Consumer & Residential Mortgage Lending, and Business Financial Statement Analysis
Desired Qualifications
- Extensive knowledge of Wealthview banking system functionalities, including workplace operations and form utilization considered an asset
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