Virtual Mortgage Retention Specialist - Bilingual (FR/EN) Scarborough or Mississauga

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

Job summary

An established industry player in banking and financial services is seeking a Mortgage Specialist to join their collaborative team. This role offers competitive compensation and a chance for career advancement. You will provide expert mortgage knowledge and advice, manage customer relationships, and ensure compliance with lending requirements. The company is committed to making a difference in communities and recognizes high performance. If you're passionate about customer experience and have a strong understanding of mortgage products, this opportunity is perfect for you.

Benefits

Competitive compensation

Career advancement opportunities

Collaborative team environment

Recognition and rewards for performance

Qualifications

• Strong understanding of mortgage products and processes.
• Experience in customer-facing roles in finance.

Responsibilities

• Provide expert mortgage knowledge through proactive customer contact.
• Manage mortgage renewal leads and present retention offers.

Skills

Residential mortgage products knowledge

Customer-facing experience

Attention to detail

Effective communication skills

Education

Post-secondary degree in business/finance

Tools

Microsoft Teams

Salesforce

E-Signature

Job description

Employer Industry: Banking and Financial Services

Why consider this job opportunity:
- Competitive compensation and benefits package
- Opportunity for career advancement and growth within the organization
- Work within a collaborative team of innovative thinkers
- Recognition and rewards for high performance
- Commitment to making a difference in communities
- Support from leadership through meaningful development conversations

What to Expect (Job Responsibilities):
- Provide expert mortgage knowledge and advice through proactive customer contact
- Manage assigned mortgage renewal leads and present retention offers
- Identify opportunities to deepen customer relationships with additional financial solutions
- Execute the Customer Experience Model (CEM) and deliver exceptional customer experiences
- Ensure compliance with retail lending and regulatory requirements

What is Required (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 strong attention to detail

How to Stand Out (Preferred Qualifications):
- Prior experience leading virtual advice discussions and assisting customers with virtual meetings
- Effective written and verbal communication skills

#Banking #FinancialServices #MortgageSpecialist #CareerGrowth #CustomerExperience

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