Mortgage Retention Specialist Virtual Focus

Position: Mortgage Retention Specialist with Virtual Focus
Become a Mortgage Retention Specialist at our Calgary location in Brookfield Place, emphasizing virtual financial solutions and customer satisfaction. Bring your mortgage knowledge to support customer renewals effectively.

In this position, you will manage mortgage renewal contacts and lead conversations to strengthen relationships with identified clients. Your success depends on delivering value through personalized financial advice, ensuring customer needs are prioritized accurately. Collaborate with various internal teams to enhance customer experiences and mitigate risks associated with mortgage renewals while retaining a high-performance environment.

Key Responsibilities:

• Manage proactive communications with mortgage clients

• Facilitate mortgage retention through customer assessment and consultations

• Effectively present and negotiate mortgage solutions

• Leverage collaboration for holistic financial advice

• Follow the Customer Experience Model during interactions

Requirements:

• Extensive knowledge of residential mortgage processes

• Experience in customer-facing finance roles

• Educational background in finance or business preferred

• Proficiency in Microsoft Teams and Salesforce

• Preferred fluency in Mandarin or Cantonese

Drive financial success and client satisfaction as a Mortgage Retention Specialist by offering tailored solutions and advice.
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