Financial advisor Jobs in Huntsville, ON
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Financial advisor • huntsville on
Last updated: 18 days ago
The Mortgage Consultant pro-actively markets and promotes Capital City Home Loans financial products to meet established loan quality and production goals.
The Mortgage Consultant represents the com...Show moreLast updated: 30+ days ago
Being a part of BrokerLink, means you live our values : to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity....Show moreLast updated: 30+ days ago
Join a team! We are a global diversified pharmaceutical company enriching lives through our relentless drive to deliver better health outcomes.
We develop, manufacture and market a range of products...Show moreLast updated: 30+ days ago
Fairstone Bank and its family of brands are united in delivering innovative, accessible and reliable financial solutions that enable Canadians to reach their goals.
Over the years, our brand family ...Show moreLast updated: 30+ days ago
The Engineering Supervisor plays a key leadership role in managing Lakeland Powers Engineering team GIS systems and asset management programs.
This role is an excellent opportunity for experienced E...Show moreLast updated: 30+ days ago
Our Customer Experience team is a group of top performers who work in a highly collaborative setting to ensure advancement of our systems and delivery of the highest quality experience.Think of it ...Show moreLast updated: 30+ days ago
The role of the Strategic Initiatives Analyst will be to support the Insurance and Individual Wealth (IIW) business, the focus of this role is leading various IIW-related initiatives geared towards...Show moreLast updated: 30+ days ago
Be Your Own Boss – Flexible / Full Time, Local Work – Achievable Financial Goals.Best Version Media provides a turnkey publishing opportunity for entrepreneurial minded people who are coachable in ou...Show moreLast updated: 30+ days ago
Financial Services Representative (Permanent, Full-time).Compensation for this position is determined by skills, experience, and education.
It is aligned with the locations market data, as well as i...Show moreLast updated: 30+ days ago
Un message en français suivra •.Are you someone that loves to stay organized? Are you a go-to person for information and problem solving? Do you take pride in providing high levels of customer servi...Show moreLast updated: 30+ days ago)
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing excellent custo...Show moreLast updated: 30+ days ago
Salary Range (plus eligible to receive a performance based incentive, applicable to position) : .Agricultural lending experience required : .
Make things happen for your sales team by preparing credit ...Show moreLast updated: 30+ days ago
Medavie is a national health solutions partner that integrates benefits management, health management and health care delivery.
Together, with our team of more than 7,700 professionals, we are commi...Show moreLast updated: 30+ days ago
In this hourly, remote contractor role, you will review AI-generated finance analyses and / or generate expert finance content, evaluating reasoning quality and step-by-step problem-solving while pro...Show moreLast updated: 30+ days ago
Join easyfinancial, the consumer lending driver behind goeasy’s rapid growth.We’ve earned prestigious accolades including being named one of.
Canada’s Top Growing Companies.TIME Ma...Show moreLast updated: 30+ days ago
This full-time position offers flexible work hours and ample opportunities for advancement into management roles.You will work remotely to serve clients and offer valuable advice and protection to ...Show moreLast updated: 18 days ago
Remote Equity Trader Job at Maverick Trading.Maverick Trading, a 26-year old proprietary trading firm is looking to hire experienced and entry-level equity and equity and option traders.We are a gl...Show moreLast updated: 30+ days ago
Our client is looking for a Senior Project Manager to join their team.Strong stakeholder management and ability to work with competing priorities .
Ability to understand product and business priorit...Show moreLast updated: 30+ days ago
The employer is committed to creating an inclusive and diverse work environment and is proud to be an equal opportunity employer.
All qualified applicants will receive consideration for employment w...Show moreLast updated: 30+ days ago
Mortgage Consultant - SC
Capital City Home LoansAny locationFull-time
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- Kamloops, BC (from $ 62,305 to $ 500,000 year)
- Thompson, MB (from $ 62,305 to $ 500,000 year)
- Duncan, BC (from $ 149,484 to $ 500,000 year)
- Innisfil, ON (from $ 170,750 to $ 500,000 year)
- Gravenhurst, ON (from $ 148,156 to $ 412,571 year)
- Delta, BC (from $ 61,080 to $ 400,000 year)
- Kelowna, BC (from $ 124,323 to $ 262,500 year)
- Brandon, MB (from $ 130,412 to $ 225,000 year)
- Cambridge, ON (from $ 61,000 to $ 210,658 year)
- Maple Ridge, BC (from $ 59,618 to $ 204,108 year)
Mortgage Consultant - SC
Capital City Home LoansAny location30+ days ago
Job type
- Full-time
Job descriptionResponsible for knowing product manuals and understanding all company loan programs and their requirements. Responsible for staying up to date on federal, state, and local laws, regulations, FNMA, FHLMC, FHA, USDA and VA as they pertain to the mortgage lending industry. Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences. Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. Ability to analyze and comprehend complex financial data and provide financial alternatives. Strong computer skills. Professional and effective interpersonal skills. Demonstrated understanding of mortgage processing, underwriting and closing procedures. Minimum of 1-year residential mortgage lending experience with a focus on generating self-sourced business. High School Diploma or equivalent. Verifiable, established network of referral business including Real Estate professionals and other centers of influence.
Job Details
Description
Position Summary :
The Mortgage Consultant pro-actively markets and promotes Capital City Home Loans financial products to meet established loan quality and production goals. The Mortgage Consultant represents the company in a professional and enthusiastic manner by providing an exceptional level of customer service, supporting and adhering to our core values in all functions of the job responsibilities and interaction with internal and external customers.
In this on-going sales role, the Mortgage Consultant continually identifies, develops and maintains a quality network of business relationships that serves as a recurring source of referrals for new mortgage lending opportunities. A Mortgage Consultant's network may consist of Real Estate professionals, Builders, professional and personal contacts, as well as other valuable referral sources, and is enhanced by the Mortgage Consultant's regular participation in business related development opportunities, community efforts to promote homeownership and professional organizations.
The Mortgage Consultant responds to customer inquiries and referrals in a timely manner. The Mortgage Consultant conducts interviews with prospective borrowers in order to analyze financial and credit data, determine customer financing objectives, advise customers of product / pricing policies and guidelines, and gather any additional required information. The Mortgage Consultant ensures exceptional customer service by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements, demonstrating a commitment to professional ethics, complying with all Federal and State compliance policies and adhering to HMDA requirements.
Essential / Primary Job Functions :
- Markets and promotes Capital City Home Loans financial products to their business community including builders / developers, real estate brokers, financial institutions, friends and family.
- Ensures exceptional customer service experience by overseeing loan process from origination to close and providing on-going communication to customers and business partners.
- Collects and analyses financial documentation from the borrower and advises the potential borrower of their lending options.
- Recommends the appropriate loan program based on the borrowers needs and financial circumstances including credit history, assets, debts, investments, and amount of the loan.
- Ensures loan application is complete, legible, signed and detailed prior to submission.
- Collects supporting loan documentation as required and provide complete package to Processer.
- Obtain the Capital City Home Loans Float / Lock Letter at the time of the loan application with the float or lock portion completed.
- Locks the loan with secondary marketing via the lock desk and responds timely to all calls regarding interest rates.
- Work with Processors to ensure all loan conditions are met.
- Develop Business Referral Network from outside sources such as attending networking activities, prospecting, cold-calling and marketing.
- Participate in community efforts to promote home ownership.
- Attend and complete all Capital City Home Loans required training.
Qualifications
Job Requirements / Knowledge :
Education / Work Experience :