Pros: outstanding training seminars
Cons: extra long hours, ie weekends, evenings
Typical Day - Start working by 9:00am, everyday is different depending on the priority or urgency of the mortgage needs. Worked several evenings and weekends to catch up on workload.
What I Learned - I learned all the skills required for a Mortgage Planning Specialist (8 years).
Management - As a Mortgage Planning Specialist, I was included in Management Meetings with the Directors and other Specialists. These meetings included overall office concerns, functions, sales volumes and ways to increase sales, marketing approaches, one on one meetings with Financial Planners, training, etc.
Co-Workers - Great co-workers, alot of fun and support.
Hardest Part of Job - Reinforcing urgent timelines, documents required and process with the Financial Planners.
Most Enjoyable Part of The Job - Freedom, flexibility, office culture, relationship building, support and building long lasting friendships.