Mortgage Renewal and Retention Specialist

Marathon Mortgage Corp.; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

Marathon Mortgage Corp. is looking for a Mortgage Renewal & Retention Specialist to guide homeowners through mortgage renewals and refinancing. You will engage with clients, underwrite applications, and ensure a smooth experience, playing a crucial role in the company's success in the mortgage finance sector.

Benefits

Competitive salary and benefits

Supportive work culture

Opportunities for professional growth

Qualifications

• 5+ years in the mortgage industry with a focus on underwriting and retention.
• Proficiency in mortgage renewals and refinancing.
• Bilingual in French and English is an asset.

Responsibilities

• Connect with clients 120 days before mortgage maturity for renewals.
• Underwrite mortgage renewal applications according to guidelines.
• Recommend refinancing options based on client needs.

Skills

Client engagement

Credit analysis

Underwriting

Decision-making

Organizational abilities

Communication

Negotiation

Interpersonal skills

Flexibility

Education

Post-secondary degree

Valid mortgage agent license

Tools

Windows

Excel

Intellifi (Delta 360)

Fundmore application

Job description

Mortgage Renewal and Retention Specialist

Mortgage Renewal and Retention Specialist

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Marathon Mortgage Corp. (MMC) is a 5-Star Mortgage Employer and a rapidly growing Canadian mortgage finance company. Our success is built on offering competitive mortgage products and delivering exceptional service to both borrowers and broker partners. At MMC, we value people, performance, and a collaborative culture where talent is empowered and encouraged to thrive.

The Opportunity

Who We Are

Marathon Mortgage Corp. (MMC) is a 5-Star Mortgage Employer and a rapidly growing Canadian mortgage finance company. Our success is built on offering competitive mortgage products and delivering exceptional service to both borrowers and broker partners. At MMC, we value people, performance, and a collaborative culture where talent is empowered and encouraged to thrive.

The Opportunity

We’re seeking a Mortgage Renewal & Retention Specialist with strong expertise in mortgage renewals and refinancing. This role blends client engagement, credit analysis, and underwriting to help homeowners navigate renewal decisions and explore refinance opportunities. Your mission? To ensure a smooth, client-focused experience while protecting the company from risk.

What You’ll Be Doing

·Proactively connect with clients 120 days before mortgage maturity to initiate renewal conversations.

·Underwrite mortgage renewal and refinance applications in line with MMC and insurer guidelines.

·Recommend refinancing options that align with clients’ evolving needs.

·Prepare and issue mortgage commitments; follow up on outstanding documentation.

·Serve as a primary contact for client questions via phone, email, and online chat.

·Support underwriting, retention, and servicing teams during peak periods.

·Maintain detailed client notes in CRM and internal systems.

·Monitor and respond to client concerns on social media, escalating as appropriate.

·Collaborate with internal stakeholders to improve the renewal and retention process.

·Supports and backs up customer service team and other departments when required

·Stay current with mortgage policies, market trends, and regulatory changes.

What You Bring

·5+ years of mortgage industry experience, with a focus on underwriting, retention, and servicing.

·A valid mortgage agent license (e.g., FSRA, RECA, BCFSA).

·In-depth knowledge of mortgage renewals, refinancing, and credit evaluation.

·Strong decision-making and documentation skills grounded in risk awareness.

·Exceptional organizational abilities and attention to detail.

·A compliance-first mindset, particularly around AML and quality assurance.

·Proficiency in Windows and Excel; experience with Intellifi (Delta 360) and the Fundmore application is a plus.

·Excellent communication, negotiation, and interpersonal skills.

·Flexibility and composure in high-volume, fast-paced environments.

·Bilingual in French and English is an asset.

·A post-secondary degree is considered an asset.

Why Join MMC?

·Competitive salary and benefits.

·A supportive, collaborative, and high-performance work culture.

·Opportunities for professional growth and advancement.

·Work with an innovative team focused on client success.

Let’s Go the Distance

If you’re passionate about client retention, renewals, and guiding homeowners through the refinancing journey, we’d love to hear from you.

Apply now with your resume and a brief cover letter.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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