At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: Putting people first and building relationships with intention
Seeking out and embracing new ideas
Believing that how we do things is as important as what we do
Role Specifications
Everyday flexibility. Travel required. Sales Incentive Program.
Location: Vancouver or Victoria, BC.
CWB Optimum Mortgage
Unlock Your Potential at CWB Optimum Mortgage
At CWB Optimum Mortgage, we don't just offer mortgages-we provide tailored solutions that turn homeownership dreams into reality. As part of CWB Financial Group, we specialize in flexible mortgage options for clients with diverse financial backgrounds, including those who are self-employed or facing credit challenges.
By joining our team, you will have the opportunity to shape your career while helping clients achieve their homeownership dreams. You'll work with a diverse range of clients, using your expertise to create innovative solutions and overcome barriers to homeownership. As part of a client-focused team, you'll be dedicated to providing exceptional service and delivering the best outcomes for clients, regardless of their financial background. With the support, training, and resources to grow, you'll make a real impact while advancing your career.
What you're selling
Achieve strategic business development objectives to build and maintain mortgage fundings from referral sources/mortgage brokers within the Vancouver and Victoria Island markets. You manage mortgage applications while ensuring they fall within the targeted risk area to achieve efficient business performance. This individual contributor role is the face of Optimum Mortgage" and is responsible to deliver a high level of service, with management, underwriting and administration support.
Contributing factors to your success Borrower focused: Deliver outstanding personal experiences at every interaction and execute on plans while continuously providing sensible mortgage options crafted for real life.
Sales driven: Build and implement a business plan to achieve targeted business growth mix, inclusive of independent sales activities: Targeted outbound call program
Referral generating program
Business community and industry networking
Developing self-generated leads
Regimented follow-up calendar
Relationship driven: Develop and achieve a relationship strategy for each client, identifying the key issues surrounding the relationship and implement a strategy to facilitate the expansion of our partnership with the business.
Market knowledge: Maintain experienced knowledge of clients and prospects, market, competition, and economic factors, in conjunction with robust understanding of key business issues and trends.
Expert negotiator: Optimize relationships while practicing proactive risk management in a highly driven environment - a win/win determination.
Adaptable: Identify and respond to changes in the business environment, establishing action plans to address customer issues and priorities.
Trusted partner: Be highly visible as the face of the organization, with larger businesses and related professionals in the market, and be well-known as a trusted lender who is sought after for alternative mortgage solutions. Represent the CWB Brand with honor and integrity in a manner consistent with our practice.
Foundational knowledge and experience
A Post-Secondary Degree in a related field with a minimum of 8 years' experience in the mortgage lending industry and sales related experience. Shown experience developing and implementing successful sales strategies and actions. Proficient with Microsoft Office Suite of products and able to adapt learning new software as needed.
Why work with us?
Find the lending career of your dreams with CWB
The overwhelming majority of our employees say CWB is a Great Place to Work®
We're different from other employers in the way we engage our employees - caring, responsive, and armed with an obsession for growing talent. Our reputation is powered by a people first culture that ensures our employees be and feel heard, promotes inclusivity and diverse viewpoints, and inspires collaboration and innovation.
Our employees love CWB. You'll love it here too.
Wellness matters . We offer an award-winning benefits package that includes: Hybrid work environments
Everyday flexibility
Generous company-funded health coverage
Health care spending account
A flexible wellness program
generous time-away options to unplug, rest & recover
Career development. We commit to our employees' development and help them reach their professional goals with: Organization wide coaching services
Mentorship
Education support & training programs
Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee represented groups.
As an equitable employer, CWB Financial Group is committed to providing a safe and inclusive environment where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require accommodation during any part of the recruitment or selection process, please reach out.
Closing Date:
• Position closes at 12:01am on the close date identified below.
01/18/2025
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