Bilingual Mortgage Renewal & Retention Specialist

This Bilingual Mortgage Renewal & Retention Specialist role in Ontario is focused on managing inbound and outbound client interactions related to mortgage renewals. It would suit someone who can bring careful technical judgement and practical problem-solving to the role.

Known job details

• Location: Ontario
• Contract: Full-time
• Work model: Remote
• Looking for an opportunity to make a direct impact on the customer experience?
• What is in it for you.
• Hourly salary of $25.
• 12-month contract.

Likely focus of the role

• Managing inbound and outbound client interactions related to mortgage renewals.
• Assess customer needs and recommend appropriate renewal options and solutions.
• Retain existing clients by presenting competitive rates and value-added services.

Requirements mentioned

• Post-secondary education in Business, Finance, or a related field, or equivalent work experience.
• 2-3+ years of experience in financial services, customer service, or a call center environment.
• 1-2+ years of experience using CRM systems and call center tools, such as Salesforce or similar platforms.