Mortgage Retention Specialist Bilingual

Position: Mortgage Retention Specialist Bilingual Role
Step into a rewarding Bilingual Mortgage Retention Specialist role, dedicated to client loyalty and satisfaction. Utilize your skills to create personalized mortgage renewal solutions for diverse clients.

The position calls for someone with a strong customer service background who can effectively communicate in both French and English. With responsibilities focusing on managing mortgage renewals, you will engage clients proactively, assess their needs, and present competitive offers that drive retention. Your success will be measured by your ability to meet performance metrics while supporting clients through every step of the renewal process.

Key Responsibilities:

• Manage client communications for mortgage renewals effectively

• Assess needs to recommend suitable renewal options

• Retain clients by showcasing competitive rates and services

• Clearly explain mortgage renewal terms and timelines

• Achieve retention and customer satisfaction targets consistently

Requirements:

• 2–3+ years in financial services or customer service

• 1–2+ years using CRM systems like Salesforce

• Relevant post-secondary education or equivalent experience

• Fully bilingual in French and English

• Previous experience in lending or mortgage renewals preferred

Apply your strong negotiation skills to help clients navigate their mortgage renewals smoothly.
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