Navigating the Mortgage Industry with Tara James

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