Customer-Focused Bilingual Mortgage Specialist
C
Compunnel
📍 beloeil, qc, Canada
Job Description
Drive client loyalty as a Customer-Focused Bilingual Mortgage Specialist, adept at renewals and retention strategies. Use your communication skills to enhance customer relationships and satisfaction.
This role allows you to manage client interactions regarding mortgage renewals. Assess customer needs and recommend the best renewal options to ensure satisfaction and retention. Your negotiation skills will help present competitive rates and add value to existing clients while achieving performance targets.
Key Responsibilities:
• Handle client interactions regarding mortgage renewals
• Recommend appropriate renewal options after assessing needs
• Present competitive rates to retain existing clientele
• Clearly explain mortgage details and timelines
• Achieve retention and conversion targets consistently
Requirements:
• 2–3+ years in financial or call center services
• 1–2+ years using CRM tools like Salesforce
• Post-secondary degree in Business or Financ...
This role allows you to manage client interactions regarding mortgage renewals. Assess customer needs and recommend the best renewal options to ensure satisfaction and retention. Your negotiation skills will help present competitive rates and add value to existing clients while achieving performance targets.
Key Responsibilities:
• Handle client interactions regarding mortgage renewals
• Recommend appropriate renewal options after assessing needs
• Present competitive rates to retain existing clientele
• Clearly explain mortgage details and timelines
• Achieve retention and conversion targets consistently
Requirements:
• 2–3+ years in financial or call center services
• 1–2+ years using CRM tools like Salesforce
• Post-secondary degree in Business or Financ...