Mortgage Specialist-Renewals

First National Financial LP; Toronto; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading non-bank lender in Canada is seeking a Mortgage Specialist to retain clients through renewals and sales. The role involves handling calls, selling insurance products, and utilizing technology for mortgage processes. Join a supportive team with a hybrid working environment and competitive compensation.

Benefits

Health Spending Account

Maternity and parental leave top-up

Extensive training programs

Supportive team culture

Community involvement and social events

Qualifications

• Good communication skills on the phone and with internal departments.
• Previous inbound/outbound sales experience.
• Knowledge of mortgage underwriting policies.

Responsibilities

• Handle incoming calls regarding early renewals and discharge requests.
• Retain accounts discharging due to property switches.
• Sell Mortgage Life Insurance and Home Warranty programs.

Skills

Communication

Multi-tasking

Problem Analysis

Education

Educational requirements for registration with FSRA

Job description

Posted Friday, May 2, 2025 at 4:00 AM | Expires Tuesday, June 3, 2025 at 3:59 AM

First National is proud to be an equal opportunity employer and is committed to diversity and inclusion regardless of race, color, religion, national origin, age, gender identity, physical or mental disability, sexual orientation, and any other category protected by law.

First National supports requests for accommodation from applicants with disabilities; please contact Human Resources at [e-mail] should you need an accommodation at any point in the recruitment process.

Reporting To:

Full-Time/Part-Time:

Full-time

Posting Date:

May 2, 2025

Closing Date:

Hours of Work:

8:30 a.m. – 5:00 p.m.

Grade:

Office Location:

55.7

Downtown Toronto

Great location! Steps away from the main public transit station.

What we offer:

Highly competitive compensation package which includes commission, base salary, bonus, benefits, and career advancement opportunities!

*Eligibility for benefits is dependent on the terms of employment

The Opportunity

The Mortgage Specialist is responsible for retaining existing clients through renewals, early renewals, and saves.

How you will contribute:

1. Handle all incoming calls regarding early renewals, maturing accounts, and discharge requests.
2. Retain accounts discharging due to property switches or sales.
3. Solicit to retain First National customers (inbound and outbound).
4. Sell Mortgage Life Insurance and Home Warranty programs.
5. Discuss early renewal requests for lower interest rates or debt consolidation.
6. Utilize technology to aid the mortgage process.
7. Maintain retention percentages.

The experience you need:

1. Good communication skills on the phone and when interacting with internal departments and partners.
2. Ability to multi-task in a fast-paced environment.
3. Strong problem analysis and resolution skills.
4. Shift work may be required to support volume.
5. Previous inbound/outbound sales experience.
6. Knowledge of mortgage underwriting policies and procedures.
7. Knowledge of mortgage and debt products for quality customer service.
8. Must meet educational requirements for registration with FSRA and register within five days of employment.

Working Environment and Physical Demands:

1. Periods of high volume with tight timelines.
2. Long periods of sitting and stationary work.
3. Repetitive movements using keyboard and mouse.
4. Extended screen time.
5. Multi-tasking involving calls and information lookup.
6. Call centre environment with long calls and headset use.

Additional Benefits and Environment:

• Competitive compensation.
• Comprehensive benefits including Health Spending Account, maternity and parental leave top-up.
• Hybrid working environment.
• Extensive training programs.
• Modern, collaborative office environment.
• Supportive team culture.
• Community involvement and social events.

The team you’ll join:

Founded in 1988, First National is a leading non-bank lender in Canada, providing residential and commercial mortgages through the broker channel. Recognized as a great place to work, with high employee engagement.

We thank all applicants for their interest; only those selected for an interview will be contacted.