Mortgage Specialist, Renewals

7 days ago


Montreal, Quebec, Canada First National Financial Full time
Working together to be our best
First National is Canada's largest non-bank lender, originating and servicing both commercial and residential mortgages since 1988.

Over the past thirty years, we have been committed to hiring the best and brightest with over 1,000 proud team members.

Through cooperation, ongoing coaching, development opportunities and a culture that celebrates both hard work and teamwork, First National team members are supported to lead, learn and grow.

We are hiring a Mortgage Specialist, Renewals - Internal Sales

Reporting To:
Manager, Internal Sales

**Full-Time/Part

  • Time**: Fulltime

Posting Date:
January 9, 2023

Closing Date:
January 23, 2023

Hours of Work: 8:30 a.m. - 5:00 p.m.

(exception of one day a week: 11:30 a.m. - 8:00 p.m.)

Grade: 5

Office Location:
Downtown Montreal - Hybrid Great location Steps away from the main public transit station

What we offer:

Highly competitive compensation package which includes, base salary, bonus, benefits, and career advancement opportunities

  • Eligibility for benefits is dependent on the terms of employment

The Opportunity:

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

The Requirements Needed:

  • 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
  • Bilingualism (French, English) required interactions with Englishspeaking customers or partners
  • Previous inbound / outbound sales experience
  • Good knowledge of Mortgage Underwriting policies and procedures
  • Strong communication skills, both written and verbal
  • Ability to multitask in a fastpaced environment
  • Strong ability to analyze and resolve problems
  • Effective communication and interaction with internal business partners
  • Available to work extended hours as required to support volume
  • Postsecondary diploma or degree
Why join First National?

  • Bright open concept office environment
  • Large kitchens with a coffee and latte maker to enjoy at no cost
  • Supportive teamwork focused environment
  • Collaborative entrepreneurial spirit
  • Opportunities to give back to the communities and work through events focused on a variety of charities
  • Ongoing social events throughout the year
  • Extensive training programs to set our employees up for success


First National is proud to be an equal opportunity employer and is committed to diversity and inclusion regardless of race, color, religion, national origin, age, gender identity, physical or mental disability, sexual orientation or any other category protected by law.


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