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Bilingual Mortgage Retention Specialist - Remote

Posted 4 weeks ago
Customer Service
Full Time
Worldwide
$37,500.00 - $69,500.00/year

Overview

The Bilingual Mortgage Retention Specialist is responsible for providing expert advice on mortgage renewal and financing needs, ensuring customer satisfaction while driving sales through effective communication and collaboration.

In Short

  • Proactively advises customers on mortgage renewal and financing options.
  • Handles inbound and outbound customer contacts related to mortgage renewals.
  • Integrates marketing promotions into customer conversations.
  • Negotiates home financing pricing to ensure customer satisfaction.
  • Collaborates with internal and external stakeholders.
  • Maintains compliance with regulatory requirements.
  • Handles documentation and ensures accurate processing of customer requests.
  • Escalates complex issues to management as needed.
  • Maintains knowledge of personal banking and lending products.
  • Fluent in French and English.

Requirements

  • 2-3 years of relevant experience or equivalent education.
  • Knowledge of personal lending and home financing products.
  • Familiarity with contact center operational processes.
  • Strong verbal and written communication skills.
  • Good organizational and collaboration skills.
  • Analytical and problem-solving abilities.
  • Ability to work in a fast-paced environment.
  • Fluency in French and English.

Benefits

  • Health insurance.
  • Tuition reimbursement.
  • Accident and life insurance.
  • Retirement savings plans.
  • Performance-based incentives and bonuses.
  • Opportunities for professional growth and development.
  • Inclusive and equitable workplace.
  • Supportive training and coaching.

B.O.M

Bank of Montreal

Bank of Montreal (BMO) is a leading financial institution committed to 'Boldly Grow the Good' in business and life. With a focus on creating lasting, positive change for customers, communities, and employees, BMO offers a wide range of services including personal and commercial banking, wealth management, and investment services to over 12 million customers globally. As the 8th largest bank in North America by assets, BMO emphasizes innovation, collaboration, and inclusivity, providing employees with the tools and resources needed for professional growth and impactful contributions. The bank is dedicated to building strong relationships and driving economic growth while maintaining a commitment to equity and accessibility in the workplace.

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