Mortgage Specialist - Client Retention Focus

Join First National in Toronto, ON as a Mortgage Specialist, focused on retaining clients and enhancing their financial experience through first-rate service and support. This full-time position is ideal for dedicated individuals with strong communication skills.

In this rewarding role, you will interact with clients to manage their mortgage renewals and requests. Your primary objective will be to retain clients through proactive engagement and by promoting necessary insurance products. Your analytical mindset will ensure you meet retention targets consistently.

Key Responsibilities:

• Address calls related to renewals and customer requests

• Manage retention of accounts during property transitions

• Engage with clients through outbound communications

• Offer Mortgage Life Insurance and Home Warranty solutions

• Leverage technology to support client mortgage processes

Requirements:

• Strong verbal communication skills required

• Sales experience in mortgage or financial services

• Familiarity with mortgage underwriting procedures

• Problem-solving skills in high-pressure contexts

• FSRA registration must be completed within five days

Take this opportunity to make a difference in client financial journeys at First National.
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