Mortgage retention specialist (inbound)
Duties
Proactively provides expert advice on mortgage renewal, financing needs, products, and solutions to retain and expand share of wallet. Fulfills sales and service activities for customers by following approved procedures and driving the sales process for inbound and outbound customer contacts upon mortgage renewal.
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
- Verbal & written communication skills - Good
- Organization skills - Good
- Collaboration & team skills - Good
- Analytical and problem solving skills - Good
Pay & benefits
- Salary: $37,000.00 - $70,000.00
- Pay Type: Salaried
- May include a commission structure
- Total compensation package may include performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans
Work format
- Address: VIRTUAL(R)59 - REMOTE/TELETRAVAIL - ON
Work location