About The Position

Make a lasting first impression by helping clients navigate their mortgage journey with confidence. This fully remote opportunity offers a blend of customer service, mortgage product support, and relationship building in a fast-paced, client-focused environment.

Requirements

  • College diploma or university degree in any discipline.
  • 2 to 4 years of customer service, industry, or related experience.
  • Bilingual to assist clients, respond to inquiries, and provide customer service through phone and email communications in both languages.
  • Strong customer service experience with a customer-centric and solution-focused approach.
  • Knowledge of mortgage products and the ability to clearly explain features and benefits.
  • Proficiency with Microsoft Outlook, Teams, and Excel.
  • Excellent verbal and written communication skills for phone and email interactions.
  • Ability to work independently and effectively in a fast-paced environment.
  • Demonstrated passion for delivering customer-focused solutions.

Nice To Haves

  • Experience in banking, mortgage, or financial services is considered an asset.
  • Experience handling inbound and outbound client calls in a call center or onboarding environment is considered an asset.
  • Experience collaborating with internal teams to resolve client issues efficiently is considered an asset.

Responsibilities

  • Complete client touchpoints through inbound phone calls and outbound scheduled phone appointments.
  • Respond to client inquiries by phone and email.
  • Provide resolutions to a range of customer inquiries related to mortgage products.
  • Review new mortgage account details with clients.
  • Guide clients through the use of their new mortgage product and explain its features and benefits.
  • Handle incoming and outgoing welcome calls and email communications.
  • Utilize established policies and procedures.
  • Collaborate with internal teams to resolve client issues efficiently.
  • Submit client-requested transactions.
  • Develop an understanding of products and policies.
  • Support organizational and team initiatives and incentives.
  • Meet productivity expectations and key performance indicators.
  • Complete daily operational responsibilities.

Benefits

  • Hourly salary of $18.50.
  • 24-month contract with the potential for permanent employment.
  • Full-time position: 37.50 hours per week.
  • Enjoy the flexibility of remote work.
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