Remote Mortgage Renewal Specialist — Virtual Growth & Impact

Scotiabank; Remote; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution is seeking a Virtual Mortgage Retention Specialist to support mortgage renewal goals through proactive customer engagement. This role entails providing expert mortgage advice, managing retention leads, and ensuring compliance with banking regulations. The ideal candidate will possess strong mortgage knowledge, customer-facing experience, and effective communication skills. The position is located in Canada, Ontario, Scarborough, and offers a competitive compensation and benefits package.

Benefits

Competitive compensation

Collaborative team environment

Career development opportunities

Qualifications

• Strong understanding of residential mortgage products.
• Experience in a customer-facing financial role.
• Highly organized with attention to detail.

Responsibilities

• Provide expert mortgage knowledge to customers.
• Manage assigned renewal leads and present retention offers.
• Deliver on customer experience promises.

Skills

Residential mortgage product knowledge

Customer-facing experience

Strong attention to detail

Effective communication skills

Education

Post-secondary degree in business/finance

Tools

Microsoft Teams

Salesforce

E-Signature

Job description

A leading financial institution is seeking a Virtual Mortgage Retention Specialist to support mortgage renewal goals through proactive customer engagement. This role entails providing expert mortgage advice, managing retention leads, and ensuring compliance with banking regulations. The ideal candidate will possess strong mortgage knowledge, customer-facing experience, and effective communication skills. The position is located in Canada, Ontario, Scarborough, and offers a competitive compensation and benefits package.