Loyalty Renewal Specialist - Bilingual
C
Compunnel
📍 oshawa, durham region, Canada
Job Description
Join us as a Bilingual Mortgage Retention Specialist, dedicated to enhancing loyalty through mortgage renewals. Your bilingual edge in French and English will be key in serving diverse clients.
In this position, you will manage client interactions regarding mortgage renewals while applying your 2-3+ years of experience in financial services. You’ll assess client needs to provide tailored renewal options, ensuring that compliance and satisfaction are met. Strong negotiation skills will drive your success in achieving retention targets while building lasting relationships.
Key Responsibilities:
• Handle inbound and outbound mortgage renewal interactions
• Assess customer needs and suggest renewal solutions
• Retain clients by presenting competitive rates
• Explain mortgage terms and timelines effectively
• Meet or exceed defined performance targets
Requirements:
• 2-3 years experience in customer service or finance
• 1-2 years experience with CRM tools like ...
In this position, you will manage client interactions regarding mortgage renewals while applying your 2-3+ years of experience in financial services. You’ll assess client needs to provide tailored renewal options, ensuring that compliance and satisfaction are met. Strong negotiation skills will drive your success in achieving retention targets while building lasting relationships.
Key Responsibilities:
• Handle inbound and outbound mortgage renewal interactions
• Assess customer needs and suggest renewal solutions
• Retain clients by presenting competitive rates
• Explain mortgage terms and timelines effectively
• Meet or exceed defined performance targets
Requirements:
• 2-3 years experience in customer service or finance
• 1-2 years experience with CRM tools like ...