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Mobile Mortgage Manager

Posting closes: Until Filled

Compensation: This is a fully commissioned role

Please Note: this is a mobile role requiring the successful to be remote/mobile in and around the Edmonton Region.

As we come together as one amalgamated Credit Union, this internal opportunity is available to all employees from both Legacy Servus and connectFirst Credit Union. With more heart and more smart, we’re greater together.

Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada's Best Managed Companies for 20 consecutive years and ranked as one of the top banks in Canada on Forbes World’s Best Banks list for two years in a row, we are a team of smart, gutsy, and driven individuals.  

We're looking for a Mobile Mortgage Manager for the Edmonton area!

As a Mobile Mortgage Manager you play an integral role in the development of quality mortgage opportunities through realtors, builders, renovation companies, associations, and groups to obtain new mortgage opportunities for Servus within an assigned territory. You utilize your expert knowledge in mortgages and apply technical expertise in the delivery of all mortgage related products/service, including High Ratio Mortgages, Conventional Financing, Construction, and Home Equity Line of Credit Mortgages.

In a nutshell, we are looking for a gutsy, smart, and driven professionals to act as a business ambassador and play a vital role in reimagining member financial fitness, the growth and profitability of our credit union.

More specifically, the scope of your responsibilities will include but are not limited to:

  • Present a professional, confident, and informed demeanor that appropriately represents the Servus Brand and Values
  • Conduct a regular site call program to provide dealers with information and education on Servus’ products and services to develop increased application volume
  • Regularly attend referral network meetings – showcase yourself and Servus as an excellent partner for their purchasers
  • Prepare, complete, and submit mortgage applications through Credit Path and/or Filogix, as required
  • Facilitate the transition of a mortgage approval through to funding
  • Identify and prioritize suitable prospects to effectively develop and implement a value-added Business Development Strategy to acquire new referral relationships

To qualify, you'll need at least the following:

  • A network of connections with referral sources (ex. Realtors, Builders)
  • 5 years of proven experience with prospecting, sales, negotiation, and relationship development
  • Strong mortgage lending and underwriting experience
  • Professional experience in business development with previous sales experience required
  • Flexible work hours including evenings and weekends as required, including open houses and trade shows.

Most importantly, we're looking for candidates who align with our values. We live our values in how we do business. We're not afraid to be different – in fact, we embrace our differences. We have a spirit that motivates us to give our best service to members every day.

Working for Servus has outstanding benefits. In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as:

  • Training & Development Opportunities
  • Career Advancement Potential
  • Flexible work options
  • Competitive Compensation including performance-based incentive pay
  • Meaningful work towards individual and corporate goals 
  • Opportunities to get involved and give back through an employee volunteer program

 For information about these benefits and more, click here. 

At Servus, our employees are also members. This means you'll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the services we provide … with a few additional perks!

What happens next?

Only those applicants selected for an interview will be contacted. Should you require any accommodations during the hiring process, please advise us at that time.

Discover a sense of belonging amongst a team of unique, authentic individuals working together to reimagine financial fitness. We value and celebrate the richness that diverse backgrounds and experiences bring to our community. Your skills, passion, and curiosity may find a sense of belonging at Servus, so even if you don’t check every box we encourage you to apply! 

#indh

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What You Should Know About Mobile Mortgage Manager, Servus Credit Union

Hey there! If you’re an experienced Mobile Mortgage Manager looking for an exciting opportunity, Servus Credit Union has just the role for you, centered around the vibrant Edmonton Region. We pride ourselves on creating strong, resilient communities, and we want you to help us with that mission as we seek to build meaningful mortgage opportunities. In this fully commissioned mobile role, you'll be the face of Servus, engaging with realtors, builders, and more to create lasting connections. Your expertise in mortgage lending – including High Ratio Mortgages, Conventional Financing, and Home Equity Lines of Credit – will be vital. Not only will you conduct regular site visits to educate our partners on Servus’ services, but you'll also represent our brand confidently at network meetings. Collaborating with colleagues from both Legacy Servus and connectFirst Credit Union, you’ll contribute to a culture of mutual growth where our values guide us to greater achievements. We’re looking for those gutsy individuals who excel at prospecting and sales, someone who can work flexible hours and isn’t afraid to get out there and build those relationships. With generous benefits, including training opportunities and competitive compensation that rewards your hard work, joining Servus means not just a job, but a chance to make a difference in the community while advancing your career. We believe that diversity drives innovation, and we welcome applicants from all backgrounds. If this sounds like a great fit for you, we can't wait to meet you!

Frequently Asked Questions (FAQs) for Mobile Mortgage Manager Role at Servus Credit Union
What are the key responsibilities of a Mobile Mortgage Manager at Servus Credit Union?

As a Mobile Mortgage Manager at Servus Credit Union, your key responsibilities include developing quality mortgage opportunities through engagement with realtors and builders, conducting educational site visits, presenting mortgage products, preparing and submitting mortgage applications, and facilitating the mortgage approval process. Your role is integral in enhancing Servus’ reach within the Edmonton region while showcasing our brand values.

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What qualifications are required to become a Mobile Mortgage Manager at Servus Credit Union?

To qualify for the Mobile Mortgage Manager position at Servus Credit Union, candidates typically need a network of referral connections, at least 5 years of experience in sales, negotiation, and business development, along with a strong background in mortgage lending and underwriting. A flexible schedule to accommodate site visits and networking events is also expected.

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What benefits can Mobile Mortgage Managers expect at Servus Credit Union?

Mobile Mortgage Managers at Servus Credit Union can expect a comprehensive benefits package that includes health and wellness programs, career advancement opportunities, competitive compensation, and flexible work options. Additionally, employees enjoy the perks of being a member of the credit union, including profit sharing and active participation in the company’s democratic processes.

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How does the role of a Mobile Mortgage Manager impact the community?

The role of a Mobile Mortgage Manager at Servus Credit Union significantly impacts the community by fostering strong financial literacy and providing accessible mortgage opportunities that enable individuals and families to achieve their homeownership dreams. By connecting with local realtors and builders, you help create a sense of community trust and engagement.

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What sets Servus Credit Union apart as an employer for Mobile Mortgage Managers?

Servus Credit Union stands out as an employer for Mobile Mortgage Managers due to its commitment to community, employee development, and workplace diversity. With a longstanding reputation for excellence and inclusivity, Servus not only supports its employees with comprehensive training and benefits but also fosters a culture that values innovation and individual contributions.

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Common Interview Questions for Mobile Mortgage Manager
Can you describe your experience with mortgage lending and underwriting?

Highlight your specific experiences and relevant successes in mortgage lending and underwriting. Mention any training or certifications you have and provide examples of how your skills have led to successful outcomes for clients.

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How do you handle challenging negotiations with clients or partners?

Discuss specific strategies you employ during negotiations, such as active listening, finding common ground, and being persuasive without being aggressive. Provide a real-life example where you successfully navigated a tough negotiation.

Join Rise to see the full answer
What methods do you use to develop and maintain referral relationships?

Explain your approach to relationship building, such as regular check-ins, providing valuable information to partners, and attending networking events. Personal anecdotes highlighting successful referrals would strengthen your answer.

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Tell us how you stay motivated when working remotely.

Share your techniques for maintaining motivation and focus while working remotely, including setting daily goals, utilizing productivity tools, and creating a structured working environment that minimizes distractions.

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What strategies would you implement to increase mortgage application volumes?

Discuss actionable strategies tailored to Servus Credit Union’s market, such as collaborating with local realtors, hosting educational workshops, and leveraging social media outreach to create awareness of the mortgage products.

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How do you prioritize tasks when managing multiple client relationships?

Detail your methods for prioritizing tasks, including using tools like task lists or CRM software, assessing urgency and impact, and ensuring that all clients feel equally valued and attended to.

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What role does customer education play in your approach as a Mobile Mortgage Manager?

Emphasize the importance of educating clients on mortgage options and the lending process. Provide examples of how you’ve implemented educational initiatives to empower clients in making informed decisions about their financial fitness.

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Have you ever faced a significant setback in your career? How did you handle it?

Share a specific setback and focus on the lessons learned and how you have grown from the experience. This demonstrates resilience and a commitment to personal and professional development.

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How do you measure your success as a Mobile Mortgage Manager?

Discuss specific metrics or goals you set for yourself, such as the number of closed loans, client satisfaction scores, or referral rates, and how these metrics inform your strategy moving forward.

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What do you find most fulfilling about working in mortgage sales?

Articulate your passion for helping others achieve their homeownership goals, the satisfaction of solving complex financial needs, and working in a dynamic, challenging environment that offers continuous learning.

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Servus Credit Union, headquartered in Edmonton, Alberta, and established in 1938, is a credit union offering personal and business financial services.

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Full-time, remote
DATE POSTED
March 29, 2025

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