Virtual Mortgage Specialist

Employer Industry: Financial Services

• Competitive compensation and benefits package
• Opportunity for career advancement with clear, transparent criteria
• Work within a collaborative team of innovative thinkers
• Recognized and rewarded for high performance
• Commitment to making a difference in the community
• Supportive leadership and internal training for personal growth

• Proactively establish contact with mortgage renewal customers to retain mortgage business
• Manage assigned renewal leads, assessing customer financial needs and presenting retention offers
• Identify opportunities to deepen customer relationships with relevant financial solutions
• Execute the Customer Experience Model to deliver exceptional customer experiences
• Adhere to compliance and operational excellence to minimize risk

• Strong understanding of residential mortgage products, policies, and processes
• Experience in a customer-facing role within the financial industry or related field
• Post-secondary degree in business/finance or a related field (considered an asset)
• Expert knowledge of Microsoft Teams, Salesforce, and E-Signature
• Highly organized with effective written and verbal communication skills

• Prior experience leading virtual advice discussions and assisting customers in navigating virtual meetings

#Financial Services #Mortgage Retention #Career Growth #Customer Experience #Competitive Compensation

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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.