Bilingual Mortgage Renewal & Retention Specialist — 100% Remote
Recrute Action•Toronto, ON
•Remote
About The Position
In this fully remote position within the insurance sector, you will support mortgage renewal discussions, provide personalized solutions, and help build lasting relationships with clients across Canada.
Requirements
- Post-secondary education in Business, Finance, or a related field, or equivalent work experience.
- 2-3+ years of experience in financial services, customer service, or a call center environment.
- 1-2+ years of experience using CRM systems and call center tools, such as Salesforce or similar platforms.
- Experience in mortgage renewals, lending, or banking.
- Strong sales, retention, and negotiation skills.
- Proven track record of meeting or exceeding performance targets.
- Ability to manage high-volume workloads in a fast-paced environment.
- Bilingual in English and French to communicate with and support clients in both languages during mortgage renewal and retention interactions across various jurisdictions outside Quebec.
Responsibilities
- Manage inbound and outbound client interactions related to mortgage renewals.
- Assess customer needs and recommend appropriate renewal options and solutions.
- Retain existing clients by presenting competitive rates and value-added services.
- Clearly explain mortgage terms, rates, and renewal timelines to support informed decisions.
- Meet or exceed retention, conversion, and customer experience targets.
Benefits
- Flexible and inclusive work environment focused on employee well-being.
- Opportunities for learning, professional development, and career growth.
- Global work environment with ongoing support and development.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
