Virtual Mortgage Specialist

Scotiabank; Remote; CAD 30,000 - 60,000; Full time

Job summary

A leading financial institution in Canada is looking for a customer-focused individual to join their mortgage retention team. The role involves proactively engaging with mortgage renewal customers, understanding their financial needs, and presenting tailored solutions. Candidates should possess a strong knowledge of mortgage products, along with experience in customer-facing roles. This position offers competitive compensation and opportunities for career growth in a collaborative and supportive environment.

Benefits

Competitive compensation and benefits package

Career advancement opportunities

Supportive leadership and internal training

Qualifications

• 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.

Responsibilities

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

Skills

Strong understanding of residential mortgage products

Customer-facing experience

Effective written and verbal communication

Education

Post-secondary degree in business/finance

Tools

Microsoft Teams

Salesforce

E-Signature

Job description

Employer Industry: Financial Services

Why consider this job opportunity

• 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

What to Expect

• 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

What is Required

• 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

How to Stand Out

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

#FinancialServices #MortgageRetention #CareerGrowth #CustomerExperience #CompetitiveCompensation

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