Renewal Specialist, Residential Mortgages - Remote

Overview

The Renewal Specialist, Residential Mortgages acts as the key point of contact for retaining existing customers at maturity, providing expert knowledge and proactive advice on residential mortgage products while ensuring exceptional customer service.

In Short

• Handle inbound and outbound calls for mortgage customers.
• Identify retention opportunities to retain existing clients.
• Provide mortgage solutions using knowledge of financial products.
• Maintain accurate records of retention efforts.
• Achieve established retention targets.
• Provide feedback to managers on customer insights.
• Participate in special projects as assigned.
• Exercise tact and diplomacy in daily operations.
• Work flexible hours as needed.
• Ensure high-level service excellence at all times.

Requirements

• Undergraduate degree in finance, business administration, or related field.
• 1+ years of mortgage or sales experience, preferably in financial services.
• Willingness to complete the Provincial Mortgage Agent Course.
• Intermediate experience with Microsoft Office Suite.
• Strong customer service skills for relationship building.
• Excellent written and verbal communication skills.
• Strong mathematical skills.
• Ability to maintain professionalism and integrity.
• Bilingualism in English and French is an asset.

Benefits

• Opportunity to work in a diverse and inclusive environment.
• Engagement in meaningful work that impacts society.
• Recognition as a top employer in the mortgage industry.
• Support for professional development and training.
• Flexible working hours.
• Collaborative team culture.