Mortgage retention specialist (outbound)

Duties
Proactively provides expert advice on mortgage renewal, financing needs, and products to retain and expand customer share of wallet. Fulfills sales and service activities by following approved procedures and managing transactional outcomes.
Hard requirements
  • Between 2 - 3 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience is preferred, not required
  • Knowledge of personal lending and home financing products
  • Knowledge of competitive marketplace and trends in product offerings
  • Knowledge of contact centre operational processes and policies
  • Knowledge of call centre technology, processes and metrics
  • Good verbal & written communication skills
  • Good organization skills
  • Good collaboration & team skills
  • Good analytical and problem solving skills
Pay & benefits
  • Salary: $40,500.00 - $80,000.00
  • Pay Type: Salaried
  • May include a commission structure
  • Total compensation package may vary based on pay type and may include performance-based incentives, discretionary bonuses, and other perks and rewards
  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans
Work format
  • Address: VIRTUAL59 - REMOTE/TELETRAVAIL - ON
Work location