Virtual Mortgage Retention Specialist

📋 Description

• Manage inbound and outbound customer interactions related to mortgage renewals and home lending
• Conduct consultative conversations to understand customers’ financial goals and recommend mortgage
• Drive the mortgage renewal and sales process, incorporating promotions into conversations.
• Negotiate home financing pricing while balancing satisfaction and profitability.
• Process customer transactions accurately or refer requests to internal teams.
• Identify opportunities to expand relationships and make referrals to other groups.

🎯 Requirements

• 2–3 years of relevant experience and/or certification in a related field preferred.
• Knowledge of personal lending, mortgage, and home financing products.
• Understanding of market conditions and trends in financial offerings.
• Familiarity with contact center operations, processes, and metrics.
• Strong verbal and written communication skills to explain financial products clearly.
• Fluency in both French and English is required (Quebec support).

🎁 Benefits

• Salary: CAD $36,600–$67,500 per year, varies by location/experience.
• Performance-based incentives, bonuses, commissions, and other rewards.
• Health insurance and wellness coverage.
• Tuition reimbursement for professional development.
• Retirement savings plans and life/accident coverage.
• Training and ongoing professional development opportunities.