Bilingual Mortgage Retention Specialist

Position: Bilingual Mortgage Retention Specialist Role
Elevate client satisfaction as a Bilingual Mortgage Retention Specialist, focusing on mortgage renewals and customized solutions. Join a customer-centric team dedicated to enhancing client relationships and retention.

In this position, you will manage client interactions focused on mortgage renewals, utilizing your bilingual skills to support English- and French-speaking clients. With a background in financial services and strong communication abilities, you will assess needs and recommend tailored options. Your goal will be to meet retention targets while delivering exceptional customer experiences.

Key Responsibilities:

• Manage inbound and outbound interactions for mortgage renewals

• Assess client needs and suggest appropriate renewal options

• Present competitive rates and value-added services to retain clients

• Explain mortgage terms and timelines clearly to clients

• Achieve retention and customer experience goals consistently

Requirements:

• 2–3+ years in financial services or call center roles

• 1–2+ years using CRM systems like Salesforce

• Post-secondary education in Business or Finance

• Fully bilingual in English and French

• Experience in mortgage renewals or banking preferred

Support clients effectively by leveraging your bilingual skills and experience in mortgage retention.
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