Bilingual Mortgage Renewal & Retention Specialist

This is a fully remote position, open to applicants in Canada.

📋 Description

• Oversee both incoming and outgoing client communications regarding mortgage renewals.

• Evaluate customer requirements and suggest suitable renewal options and solutions.

• Retain current clients by offering competitive rates and additional value-added services.

• Articulate mortgage terms, rates, and renewal timelines to facilitate informed decision-making.

• Achieve or surpass retention, conversion, and customer experience objectives.

⛳️ Requirements

• Post-secondary education in Business, Finance, or a related discipline, or equivalent professional experience.

• 2-3+ years of experience in financial services, customer service, or a call center setting.

• 1-2+ years of experience utilizing CRM systems and call center tools, such as Salesforce or similar platforms.

• Background in mortgage renewals, lending, or banking.

• Strong skills in sales, retention, and negotiation.

• Demonstrated history of achieving or exceeding performance targets.

• Capacity to handle high-volume workloads in a dynamic environment.

• Bilingual in English and French to effectively communicate with and assist clients in both languages during mortgage renewal and retention interactions across various jurisdictions outside Quebec.

🏝️ Benefits

• Flexible and inclusive work environment that prioritizes employee well-being.

• Opportunities for learning, professional growth, and career advancement.

• Global work environment with continuous support and development.