Mobile Mortgage Specialist - Niagara Region
Meridian Credit Union LimitedWhy Meridian?
At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.
Find our story here: About Meridian
Our Retail Banking Practice:
Our vision is to be recognized as the financial institution that has the most local impact, supported by a purposeful value proposition to our Members.
We have a passion for ensuring we maintain our tradition of exceeding Member expectations and helping them achieve their best lives. We deliver advice-based banking while providing tools that reduce complexity, offering the right information, and motivating our Members to reach their overall financial goals.
Our Mobile Mortgage Specialists work alongside our partners in Wealth, Small Business, and Retail branches to support our Members' holistic financial growth.
As a Mobile Mortgage Specialist:
You will contribute to the success of Meridian by proactively generating retail mortgage business from real estate agents, home builders, lawyers and other centers of influence in the community. You will have the opportunity to provide an exceptional level of service and advice to the new Members you bring to the Meridian branch network while successfully executing against your business plan objectives.
What you’ll do:
- Develop and close mortgage and home equity line of credit referrals from realtors, builders, lawyers, accountants, financial planners and other center of influence
- Leveraging your skills in consultative sales, you will provide exceptional level of service and advice to new Members introduced to Meridian
- Meet with Members at their home or place of business to process their mortgage application
- To meet the unique needs of each Member you will provide sound credit recommendations and solutions
- Ensure profitability of all transactions by appropriate application of rates (discretionary pricing, risk-based lending) fees and service charges
- Responsible to attain individual targets for sales and referrals as mutually agreed upon in the annual performance planning cycle
- Participate in annual objective setting and regular coaching sessions
- Probe to identify Member needs and opportunities and provide solutions or refer to appropriate team Members to meet those needs.
- Maintain a thorough knowledge and understanding of all Meridians products and services and their related features and benefits in order to deepen and enhance Member relationships
- Ensure all transactions are documented and accurately completed in a timely and professional manner.
How you will succeed:
- Superior knowledge of the mortgage industry with demonstrated mortgage origination results
- Results driven mindset as an independent sales professional with exceptional communication (written and verbal) and interpersonal skills
- Ability to build profitable and enduring relationships
- Strong business development skills
- Ability to work independently in a fast-paced, competitive market
- Competent use of Microsoft Office applications
- Must have a valid driving license and insurance to operate a vehicle in Ontario
- Flexible to travel in Niagara region & surrounding areas, and work variable hours, including evenings and weekends
Join us! This role is work from home, with the ability to travel to various locations, including branches, in your specified market territory. Successful candidates must be located or willing to work in the Niagara region & surrounding areas.
What's in it for you?
This role is 100% commissioned, however, we provide a fixed guarantee amount for the first 6 months of $30,000, on top of variable incentives, to support you. We also provide the following total rewards:
- Employer-paid health benefits
- Defined contribution pension matching
- Financial benefits including free banking, and special rates on mortgages, lines of credits and more
- Unique rewards and recognition program
You will benefit from an inclusive and collaborative work environment that encourages creativity, curiosity, and celebrates success. You will also receive the right training, tools and technology needed to delight our Members, with the opportunity to learn from diverse industry leaders, who have hailed from top organizations around the world.
Build the Future of Banking with Us
At Meridian, we’re not just adapting to the future—we’re shaping it. We see talent as a catalyst for sustainable growth, community impact, and future-readiness. As the financial landscape evolves, we’re looking for team members who bring:
- Embedding & leveraging technology – Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working. Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset
- Critical Thinking – The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions.
- Data Driven– Leverage data and insights to identify, prioritize and improve member experience and business efficiency.
- Curiosity & Flexibility – Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options. Continuously learn and grow.
Our Commitment to You!
Meridian is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Please note that due to the volume of applications, only those under consideration will be contacted for an interview.
Thank you for your interest in Meridian Credit Union.
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