Job Description
Drive mortgage retention and customer engagement as a Bilingual Mortgage Retention Specialist. Your expertise in renewals and client relations will enhance overall satisfaction and loyalty.
As a critical member of our team, you will utilize your 2–3 years of experience in financial services and customer support to manage client interactions focused on mortgage renewals. Being fully bilingual in French and English enables you to effectively communicate with clients from diverse regions. You'll recommend tailored options and present value-added services that encourage retention.
Key Responsibilities:
• Manage mortgage renewal client interactions efficiently
• Analyze customer needs and advise on renewal solutions
• Retain clients with competitive rates and service offerings
• Clearly explain relevant mortgage terms and timelines
• Meet or surpass key retention and customer satisfaction targets
Requirements:
• 2–3+ years in customer service or financial roles
As a critical member of our team, you will utilize your 2–3 years of experience in financial services and customer support to manage client interactions focused on mortgage renewals. Being fully bilingual in French and English enables you to effectively communicate with clients from diverse regions. You'll recommend tailored options and present value-added services that encourage retention.
Key Responsibilities:
• Manage mortgage renewal client interactions efficiently
• Analyze customer needs and advise on renewal solutions
• Retain clients with competitive rates and service offerings
• Clearly explain relevant mortgage terms and timelines
• Meet or surpass key retention and customer satisfaction targets
Requirements:
• 2–3+ years in customer service or financial roles