Become a Mortgage Retention Specialist at our Calgary location in Brookfield Place, emphasizing virtual financial solutions and customer satisfaction. Bring your mortgage knowledge to support customer renewals effectively.
In this position, you will manage mortgage renewal contacts and lead conversations to strengthen relationships with identified clients. Your success depends on delivering value through personalized financial advice, ensuring customer needs are prioritized accurately. Collaborate with various internal teams to enhance customer experiences and mitigate risks associated with mortgage renewals while retaining a high-performance environment.
Key Responsibilities:
• Manage proactive communications with mortgage clients
• Facilitate mortgage retention through customer assessment and consultations
• Effectively present and negotiate mortgage solutions
• Leverage collaboration for holistic financial advice
• Follow the Customer Experience Model during int...