Bilingual Mortgage Renewal Specialist
C
Compunnel
📍 banff, division no. 15, Canada
Job Description
Elevate your career as a Bilingual Mortgage Renewal Specialist focused on enhancing client loyalty and retention. Use your skills in relationship building and tailored mortgage solutions to support clients in renewals.
This role emphasizes customer service and strategic mortgage retention. You will assess client needs, recommend compelling renewal options, and present competitive rates. Additionally, your expertise in communication and negotiation will help ensure compliance while achieving retention targets.
Key Responsibilities:
• Manage inbound and outbound client renewal interactions
• Assess customer requirements and recommend solutions
• Retain clients by presenting competitive mortgage rates
• Explain mortgage terms and renewal deadlines clearly
• Meet customer experience and retention targets consistently
Requirements:
• 2–3+ years in financial services or customer service
• 1–2+ years using CRM sy...
This role emphasizes customer service and strategic mortgage retention. You will assess client needs, recommend compelling renewal options, and present competitive rates. Additionally, your expertise in communication and negotiation will help ensure compliance while achieving retention targets.
Key Responsibilities:
• Manage inbound and outbound client renewal interactions
• Assess customer requirements and recommend solutions
• Retain clients by presenting competitive mortgage rates
• Explain mortgage terms and renewal deadlines clearly
• Meet customer experience and retention targets consistently
Requirements:
• 2–3+ years in financial services or customer service
• 1–2+ years using CRM sy...