Virtual Mortgage Renewal Strategist

Scotiabank; Remote; CAD 60,000 - 75,000; Full time

Job summary

A leading financial services institution in Canada seeks a dedicated individual for retaining mortgage business through proactive customer engagement. You will manage renewal leads, assess customer needs, and ensure compliance with service standards. The ideal candidate has strong knowledge of residential mortgage products, customer-facing experience, and effective communication skills. Preferred skills include expertise in Microsoft Teams and Salesforce. This role offers competitive compensation and opportunities for professional growth.

Benefits

Competitive compensation and benefits package

Career advancement opportunities

Collaborative team environment

Qualifications

• Strong understanding of residential mortgage products, including policy and process.
• Experience in a customer-facing role within the financial industry or related field.
• Highly organized with strong attention to detail and effective communication skills.

Responsibilities

• Establish contact with mortgage renewal customers to retain business.
• Manage assigned renewal leads and present retention offers.
• Deliver exceptional customer experiences while ensuring compliance.

Skills

Understanding of residential mortgage products

Customer-facing experience

Attention to detail

Effective communication skills

Education

Post-secondary degree in business/finance

Tools

Microsoft Teams

Salesforce

E-Signature

Job description

A leading financial services institution in Canada seeks a dedicated individual for retaining mortgage business through proactive customer engagement. You will manage renewal leads, assess customer needs, and ensure compliance with service standards. The ideal candidate has strong knowledge of residential mortgage products, customer-facing experience, and effective communication skills. Preferred skills include expertise in Microsoft Teams and Salesforce. This role offers competitive compensation and opportunities for professional growth.