Navigating the Mortgage Industry with Tara James
Description
In this episode of the Elevating Women in Business Podcast,
host Guelda Redman interviews Tara James, a BC licensed mortgage broker with
Citadel Mortgages. Tara shares her journey from an accounting background to
becoming a full-time mortgage broker. She discusses her passion for helping
clients, particularly self-employed individuals, navigate the complexities of
mortgages. Tara emphasizes the importance of consistency, follow-up, and
building strong relationships with other professionals in the industry. She
also offers valuable advice for women considering a career in mortgage
brokering, highlighting the importance of having a financial safety net and a
support system. The discussion touches on networking strategies, the challenges
of transitioning to entrepreneurship, and the significance of building trust
with clients.
00:00 Welcome to Elevating Women in Business
00:21 Meet Tara James: From Office Manager to Mortgage
Broker
01:25 Tara's Journey into the Mortgage Industry
02:48 Specializing in Self-Employed Clients
05:19 Challenges and Rewards of the Job
06:34 What Sets Tara Apart
07:53 Building Successful Business Habits
11:32 Advice for Aspiring Mortgage Brokers
16:24 The Importance of Networking
22:15 Final Thoughts and Encouragement
27:42 Conclusion and Farewell

















