Mortgage Retention Specialist - Remote

Overview

The Mortgage Retention Specialist is responsible for providing expert advice on mortgage renewal and financing needs, aiming to retain and expand customer relationships while ensuring a high-quality customer experience.

In Short

• Proactively advises on mortgage products and solutions.
• Handles inbound and outbound customer contacts.
• Negotiates home financing pricing.
• Collaborates with internal and external stakeholders.
• Maintains confidentiality of customer information.
• Adheres to regulatory and compliance requirements.
• Researches and investigates lending applications.
• Completes documentation accurately.
• Drives sales through customer interactions.
• Maintains knowledge of personal banking trends.

Requirements

• 2-3 years of relevant experience preferred.
• Knowledge of personal lending and home financing products.
• Understanding of contact center operational processes.
• Good verbal and written communication skills.
• Strong organizational skills.
• Ability to collaborate and work in a team.
• Analytical and problem-solving skills.

Benefits

• Health insurance.
• Tuition reimbursement.
• Accident and life insurance.
• Retirement savings plans.
• Performance-based incentives.
• Discretionary bonuses.
• Career growth opportunities.
• Inclusive and accessible workplace.