Mortgage Retention Specialist; Bilingual

Position: Mortgage Retention Specialist (Bilingual)
Enhance customer satisfaction as a Bilingual Mortgage Retention Specialist specializing in renewals. Leverage your bilingual capacity in French and English to meet diverse client needs effectively.

Utilizing your 2-3 years in customer service or financial sectors, you’ll engage with clients to discuss mortgage renewals. By understanding their requirements, you'll recommend suitable solutions and competitive rates. Your strong communication and problem-solving skills will support clients in navigating the renewals process effectively.

Key Responsibilities:

• Engage in inbound and outbound client communications

• Assess customer needs for mortgage renewals

• Recommend competitive renewal options to clients

• Clearly articulate mortgage terms and timelines

• Achieve retention and customer experience targets

Requirements:

• 2-3 years experience in financial services or call centers

• Proficient with CRM systems (e.g., Salesforce)

• Education in Business, Finance, or similar

• Bilingual in English and French

• Demonstrated sales and negotiation skills

Create positive client relationships through effective communication and expert knowledge of mortgage products.
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