Internal Sales Specialist, Residential Retention

1 week ago

Toronto, Canada CMLS Financial Full time

**Internal Sales Specialist, Residential Retention**:
**Toronto, ON**

**Salary**:$52,000/yr + Commission

**Regular working hours are from 9:00 am to 5:30 pm, but flexibility is required as you may be asked to work extended hours when needed. You must be open to working shifts within our operating hours of 8:30 am to 8:00 pm EST, should schedule changes arise in the future. This position follows a hybrid work model, currently requiring three days in the office (Tuesday to Thursday), with potential adjustments based on business needs. Compensation for this role is structured with a base salary plus commission.**:
**Role & Responsibilities**:

- **Manage inbound and outbound calls from existing mortgage customers, addressing their mortgage needs and identifying retention opportunities.**:

- **Reach out to borrowers who have requested a mortgage transfer or payout, as well as those identified as potentially initiating a trigger event that may lead to a future payout.**:

- **Assess customer needs and priorities to ensure the best advice and solutions are provided.**:

- **Offer tailored mortgage solutions by leveraging in-depth knowledge of all CMLS Financial products.**:

- **Exercise sound judgment in utilizing available tools and resources to retain customers effectively.**:

- **Follow up on any outstanding conditions until a deal is finalized.**:

- **Effectively manage mortgage leads for mid-term liquidations, ensuring high client retention rates.**:

- **Maintain comprehensive and accurate records of all retention efforts.**:

- **Accurately calculate penalties and other financial figures.**:

- **Provide feedback to management regarding customer comments and market insights to aid decision-making.**:

- **Meet or surpass established retention targets.**:

- **Provide regular status updates, follow up for necessary documentation, and report on progress.**:

- **Demonstrate tact and diplomacy in daily operations, ensuring a consistently high level of customer service and excellence.**:

- **Perform other mortgage administration tasks as needed and assist with special projects as assigned.**:

- **Proactively call out assigned lists for promotions or those identified at risk**:
**Skills & Experience**:

- **Bilingual (English & French) is considered an asset.**:

- **You have completed an undergraduate degree in a relevant field such as finance, business administration, real estate, or a related discipline.**:

- **You possess prior mortgage experience and over 2 years of sales experience, preferably within the financial services industry, with a strong results-driven focus.**:

- **You have successfully completed the Provincial Mortgage Agent Course or are willing to complete it immediately upon hire.**:

- **You have intermediate proficiency with Microsoft Office suite products.**:

- **You have strong customer service skills that foster relationship-building, leading to high levels of client satisfaction and retention.**:

- **You have excellent communication skills, both written and verbal, and can work independently or collaboratively within a team.**:

- **You demonstrate strong mathematical skills.**:

- **You show professionalism, sound judgment, and integrity in daily operations.**:

- **You can manage high-volume tasks in a fast-paced environment.**:

- **You have exceptional time management skills and can adapt to frequent changes.**:

- **You are able to think creatively and find innovative solutions.**:

- **You have a solid understanding of general underwriting guidelines and policies.**:

- **Familiarity with mortgage regulations, policies, and industry trends to provide informed guidance.**:

- **Strong persuasive skills to retain clients, offering tailored solutions that align with their financial needs.**:
**Benefits and Perks**:
**Some of the benefits we offer at CMLS are**:

- **Health and Wellness Spending Accounts**:

- **Health, Drug, Vision, and Dental benefits**:

- **Paid vacation, sick days, and personal days (in addition to all civil and statutory holidays)**:

- **RRSP Matching Program**:

- **Maternity / Parental Leave Top Up Program**:

- **Discounted gym memberships**:

- **Travel assistance and EAP**:

- **Business Casual dress code**:

- **Company social events + sport teams**:

- **Hybrid work arrangements**:

- **And more**:
**Meet your team**:
**Reporting to the Manager - Internal Sales, Residential Mortgages, you will have the support of an energetic team of Residential Mortgage Internal Sales specialists**:
**_“Our Internal Sales team is about more than just retaining clients. We have a direct influence on not only ensuring we maintain our book of business, but also in assisting our clients meet their financial goals and purchase a home for themselves and their families is deeply rewarding.”_**:
**_“This is a close, energetic team that thrives on helping customers make the right mortgage decisions for them. This blend of service, sales and underwriting make

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