Bilingual; French/English Mortgage Retention Specialist client and retention programs
Job in
Saskatoon, Saskatchewan, S7W, Canada
Listing for:
S.i. Systems
Contract
position
Listed on 2026-06-05
Job specializations:
-
Finance & Banking
Banking & Finance
-
Customer Service/HelpDesk
Bilingual, Banking & Finance
Job Description & How to Apply Below
Position: Bilingual (French/English) Mortgage Retention Specialist (2–3+ years) to support client renewals and retention programs
Our financial services client is seeking a Bilingual (French/English) Mortgage Retention Specialist (2–3+ years) to support client renewals and retention programs within mortgage operations-
Join a customer-focused team delivering bilingual mortgage renewal and retention support within a major financial services organization. This role manages inbound and outbound client interactions, guiding customers through renewal decisions and presenting tailored mortgage solutions. It offers high visibility in meeting retention and performance targets across diverse client segments. The team operates within a collaborative, remote environment with strong peer support and structured renewal cycles.
Contract, Remote (Ontario), Hybrid – Halifax or Waterloo, Working Hours- EST
Duration: 1 Year (Chance of Extension)
Hours:
37.5 Hours Per Week
Must Haves
2–3+ years in financial services
, customer service
, or call center environment1–2+ years using CRM systems or Salesforce
-based call center toolsStrong persuasion
, negotiation
, and mortgage communication abilitiesFully bilingual in French and English to support clients across multiple jurisdictionsPost-secondary education in Business, Finance, or a related field (or equivalent work experience)Nice to Have
Experience in mortgage renewals, lending, or bankingHome-equity product exposureAbility to perform in fast-paced, high-volume settingsTrack record meeting or exceeding retention and conversion targetsResponsibilities
Manage inbound and outbound client interactions related to mortgage renewalsAssess customer needs and recommend appropriate renewal options and solutionsRetain existing clients by presenting competitive rates and value-added servicesExplain mortgage terms, rates, and renewal timelines clearly to clientsMeet or exceed defined retention, conversion, and customer experience targetsCoordinate client follow-ups, reminders, and appointments to ensure timely renewals
Position Requirements
3+ Years
work experience
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