Mortgage Retention Specialist (Bilingual)
C
Compunnel
📍 niagara falls, niagara region, Canada
Job Description
Join our team as a Bilingual Mortgage Retention Specialist, focusing on enhancing customer loyalty through tailored mortgage solutions. Your communication skills will drive client engagement and retention success.
We are looking for a passionate Loyalty Renewal Specialist with 2-3 years of experience in financial services. This role is integral in fostering client relationships, understanding customer needs, and presenting appropriate mortgage renewal options. You will rely on your negotiation skills to retain clients and meet set targets while ensuring compliance and satisfaction.
Key Responsibilities:
• Handle client interactions for mortgage renewals effectively
• Assess customer needs and recommend tailored solutions
• Present competitive rates and value-added services to retain clients
• Clarify mortgage terms and timelines to facilitate informed choices
• Meet or exceed customer experience and retention targets
Requirements:
• 2–3+ years' experience in ...
We are looking for a passionate Loyalty Renewal Specialist with 2-3 years of experience in financial services. This role is integral in fostering client relationships, understanding customer needs, and presenting appropriate mortgage renewal options. You will rely on your negotiation skills to retain clients and meet set targets while ensuring compliance and satisfaction.
Key Responsibilities:
• Handle client interactions for mortgage renewals effectively
• Assess customer needs and recommend tailored solutions
• Present competitive rates and value-added services to retain clients
• Clarify mortgage terms and timelines to facilitate informed choices
• Meet or exceed customer experience and retention targets
Requirements:
• 2–3+ years' experience in ...