Virtual Mortgage Retention Specialist - Bilingual (FR/EN) - Ottawa

Scotiabank; United States; Remote; USD 50,000 - 80,000; Full time

Job summary

A leading financial services company, Scotiabank, is seeking a Mortgage Specialist to provide expert advice and manage renewal leads. This role offers a chance to work collaboratively in a supportive environment with opportunities for career advancement and an emphasis on delivering exceptional customer experiences.

Benefits

Competitive compensation and benefits package

Recognition and rewards for high performance

Opportunity for career advancement and growth

Qualifications

• Experience in a customer-facing role within the financial industry or related field is required.
• Strong organizational skills and attention to detail are preferred.

Responsibilities

• Provide expert mortgage knowledge and advice to mortgage renewal customers through proactive contact.
• Manage assigned renewal leads by assessing financial needs and presenting mortgage retention offers.
• Ensure adherence to compliance, regulatory activities, and Bank security procedures.

Skills

Strong understanding of residential mortgage products

Effective written and verbal communication skills

Proficiency in Microsoft Teams

Proficiency in Salesforce

Proficiency in E-Signature

Education

Post-secondary degree in business/finance

Job description

Employer Industry: Financial Services

Why consider this job opportunity:
- Competitive compensation and benefits package
- Opportunity for career advancement and growth within the organization
- Join a forward-thinking organization with a collaborative team of innovative thinkers
- Work in a supportive environment committed to making a difference in communities
- Recognition and rewards for high performance

What to Expect (Job Responsibilities):
- Provide expert mortgage knowledge and advice to mortgage renewal customers through proactive contact
- Manage assigned renewal leads by assessing customer financial needs and presenting mortgage retention offers
- Identify and act on opportunities to deepen client relationships with additional financial solutions
- Deliver exceptional customer experiences by executing the Customer Experience Model (CEM)
- Ensure adherence to compliance, regulatory activities, and Bank security procedures

What is Required (Qualifications):
- Strong understanding of residential mortgage products, including policy and process
- 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)
- Proficiency in Microsoft Teams, Salesforce, and E-Signature
- Effective written and verbal communication skills

How to Stand Out (Preferred Qualifications):
- Prior experience leading virtual advice discussions and assisting customers with virtual meetings
- Highly organized with strong attention to detail

#FinancialServices #MortgageSpecialist #CareerOpportunity #CustomerExperience #InclusiveWorkplace

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