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Bilingual Mortgage Specialist in Finance
Job in
Hamilton, Ontario, E8H, Canada
Listed on 2026-06-17
Listing for:
Compunnel
Full Time
position Listed on 2026-06-17
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Sales -
Customer Service/HelpDesk
Banking & Finance
Job Description & How to Apply Below
In this role, you will drive mortgage retention through strong communication and tailored solutions. Your 2-3+ years of experience in financial services will help you assess customer needs and recommend competitive options. You will utilize CRM systems and engage in both English and French to support diverse clients.
Key Responsibilities:
• Manage client interactions for mortgage renewals
• Assess and recommend renewal options and solutions
• Present competitive rates and value-added services
• Explain mortgage terms and timelines clearly
• Meet retention and customer experience targets
Requirements:
• 2-3+ years in financial services or customer service
• 1-2+ years using CRM systems like Salesforce
• Post-secondary education in Business or Finance
• Fully bilingual in French and English
• Proven track record in meeting performance targets
Leverage your bilingual skills to enhance client satisfaction and retention in mortgage services.
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