Mortgage Retention Specialist; Bilingual

Position: Mortgage Retention Specialist (Bilingual)
Location: Beloeil

Join as a Mortgage Retention Specialist (Bilingual) focusing on client retention and mortgage solutions. You'll utilize robust negotiation and communication skills for successful client engagement.

In this position, you will manage both inbound and outbound client communications concerning mortgage renewals. Assessing customer needs will be key as you recommend suitable renewal options. Your ability to clearly explain terms and meet retention goals will directly impact customer satisfaction.

Key Responsibilities:

• Manage client interactions about mortgage renewals

• Evaluate customer needs and suggest tailored renwal solutions

• Present competitive rates to enhance client retention

• Clearly articulate mortgage terms and renewal schedules

• Ensure targets for retention and customer experience are met

Requirements:

• 2–3+ years’ experience in financial services or customer relations

• 1–2+ years with CRM systems such as Salesforce

• Relevant post-secondary education in Business or Finance

• Fluent in both French and English

• Proven ability to negotiate and drive sales

Use your expertise in renewals and strong communication to support clients effectively.
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