Mortgage Specialist, Internal Sales
at First National Financial
Montréal, QC, Canada -
| Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
|---|---|---|---|---|---|---|---|
| Immediate | 01 Nov, 2024 | Not Specified | 25 Oct, 2024 | N/A | Communication Skills,Customer Service,French | No | No |
Required Visa Status:
| Citizen | GC |
| US Citizen | Student Visa |
| H1B | CPT |
| OPT | H4 Spouse of H1B |
| GC Green Card |
Employment Type:
| Full Time | Part Time |
| Permanent | Independent - 1099 |
| Contract – W2 | C2H Independent |
| C2H W2 | Contract – Corp 2 Corp |
| Contract to Hire – Corp 2 Corp |
Description:
We are hiring a Mortgage Specialist–Bilingual!
The Role: The Mortgage Specialist is responsible for the retention of existing clients through refinancing and port and increases.
Reporting To: Team Leader, Mortgage Specialist
Full-Time/Part- Time: Full-time
Posting Date: October 17, 2024
Closing Date: November 1, 2024
Hours of Work: 8:30 a.m. – 5:00 p.m.
Grade: 55
Office Location: Montreal Great location! Steps away from the main public transit station
THE REQUIREMENTS NEEDED:
- Must possess good communication skills on the telephone and when interacting with internal First National departments and business partners
- Ability to multi-task in a fast-paced environment
- Strong ability to analyze and resolve problems
- Shift work would be required to support volume as required
- Previous inbound/outbound sales experience
- Knowledge of mortgage underwriting policies and procedures
- Knowledge of mortgage and other debt products to ensure quality First National customer service
- Strong verbal and written communication skills in both English and French is required - require bilingualism due to National Support
- In accordance with the Financial Services Regulatory Authority of Ontario (FSRA) candidates must meet the educational requirements required for registration with FSRA. The successful candidate will be registered with FSRA within five days of their start date with First National.
Responsibilities:
The Mortgage Specialist is responsible for the retention of existing clients through renewals, early renewals and saves.
- Handle all incoming calls from the department queue regarding early renewals, maturing accounts and discharge requests
- Retention of accounts which are discharging due to a switch or sale of property
- Solicit to retain First National customers (inbound and outbound)
- Sell of Mortgage Life Insurance and Home Warranty programs
- Speak with client’s that are requesting an early renewal for lower interest rates or debt consolidation
- Utilize technology to aid the mortgage process
- Accountable for retention percentages
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Other Industry
Sales / BD
Other
Graduate
Proficient
1
Montréal, QC, Canada
