Elevating Women in Business

Navigating the Mortgage Industry with Tara James


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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

...more
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Elevating Women in BusinessBy Guelda Redman