Mortgage Specialist, Refinance

3 weeks ago

Montréal, 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, Refinance - Internal Sales

**Reporting To**: Manager, Internal Sales

**Full-Time/Part
- Time**: Full-time

**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
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 refinancing and port and increases
- Handle all incoming calls from the department queue regarding ports, refinancing and clients requiring a port and increase
- Retention of accounts, which are discharging due to a switch or sale of property
- Solicit to retain First National customers (inbound and outbound)
- Sell Mortgage Life Insurance and Home Warranty programs
- 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 English-speaking 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 multi-task in a fast paced 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
- Post-secondary 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.

FNLOQC

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