Bilingual Mortgage Retention Specialist Wfh/virtual

2 weeks ago

Quebec City, Canada BMO Financial Group Full time

VIRTUAL(R)61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0

**Permanent position**: full-time, 37.5hrs per week

**Location**: Remote

**Language Requirements for the role**:English and French

Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on borrowing strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups. Works through various channels based on the market needs to deliver the desired customer experience and achieve overall business objectives.
- May provide training and coaching to junior associates as needed.
- Probes to understand customer needs and provides advice related to personal banking and borrowing strategies in the best interests of the customer.
- Manages all transactional outcomes of customer contacts or defers to appropriate internal business groups.
- Escalates complex or unresolved customer situations to managers as required.
- Performs any required documentation to ensure customer’s requests are accurately processed.
- Maintains current knowledge of personal banking and lending products, practices, and trends and integrates into customer conversations in a professional manner.
- Handles customer contacts in an informed, professional, and efficient manner.
- Integrates marketing promotions and programs into customer conversations, where appropriate.
- Maintains the confidentiality of customer and Bank information.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.
- Makes credit decisions / recommendations in accordance with sound credit-granting principles and in compliance with Bank Policy & Procedures.
- Uses authorized credit qualifications as needed to fulfill customer requests.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyzes issues and determines next steps.
- Broader work or accountabilities may be assigned as needed.

**Qualifications**:

- Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
- Knowledge of personal lending and home financing products.
- Knowledge of competitive marketplace and trends in product offerings.
- Knowledge of contact centre operational processes and policies.
- Knowledge of call centre technology, processes and metrics.
- Term Investment Qualified (as required).
- Specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.

This position requires proficiency in a language other than French to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.

This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.

**We’re here to help**

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

  • Mortgage Retention Specialist

    5 days ago

    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 **Work schedule**: Monday to Friday from 9am to 8pm and Saturday from 10am to 6pm (on rotation, every four weeks). All hours are in EST. **Language Requirements for the role**: Language requirements for the role: Strong verbal and written languages skills in both French and English. **Work from...

  • Mortgage Development Manager

    4 weeks ago

    Quebec City, Canada National Bank of Canada Full time

    A career as a Mortgage Development Manager in the Quebec East team at National Bank means taking on challenges and finding solutions that touch on all aspects of the mortgage world. It's also about developing your network of contacts with customers, real estate brokers and internal partners in your territory. As an expert, you'll advise and support people at...

  • Mortgage Specialist Assistant

    1 week ago

    City of Langley, Canada Royal Bank of Canada Full time

    Job Summary Job Description *Credit experience is an asset What is the opportunity? As a Mortgage Specialist assistant you will support a top producing Mortgage Specialist in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management. Develops...

  • Mortgage Specialist Assistant

    1 week ago

    City of Langley, Canada Royal Bank of Canada Full time

    Job Summary Job Description *Credit experience is an asset What is the opportunity? As a Mortgage Specialist assistant you will support a top producing Mortgage Specialist in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management. Develops...

  • Mortgage Specialist Assistant

    1 week ago

    City of Langley, Canada Royal Bank of Canada Full time

    Job Summary Job Description *Credit experience is an asset What is the opportunity? As a Mortgage Specialist assistant you will support a top producing Mortgage Specialist in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management. Develops...

  • Bilingual Mortgage Retention

    3 weeks ago

    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on borrowing strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies...

  • Mortgage Specialist

    5 days ago

    Quebec City, Canada BMO Financial Group Full time

    2828 boul Laurier Quebec Quebec,G1V 0B9 Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective...

  • Bilingual Mortgage Retention Specialist

    6 days ago

    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 This is part of BMO’s ongoing commitment to Indigenous applicants. Our recruitment team will reach out to those selected for further consideration. Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on borrowing...

  • Bilingual Human Resources Business Partner

    7 days ago

    Montréal-Est, Quebec, Québec, Canada Bilingual Source Full time

    We seek a dedicated Human Resources Business Partner (HRBP) to join our client's growing team. As an HRBP, you will play a crucial role in developing and implementing HR programs and processes to enhance employee performance, retention, and satisfaction across our client's various locations in Canada. You will collaborate closely with leadership to...

  • Mortgage Specialist

    4 weeks ago

    Québec City, Canada BMO Full time

    Application Deadline: 05/02/2024Address:2828 boul LaurierCompensation and Benefits : $0 - $15,000.00 Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO...

  • Mortgage Specialist

    2 weeks ago

    Québec City, Canada BMO Full time

    Application Deadline: 05/30/2024 Address: 2828 boul Laurier Job Family Group: Retail Banking Sales & Service Compensation and Benefits : $0 - $15,000.00 Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively...

  • Sales and Member Experience Specialist, Bilingual

    1 month ago

    Quebec City, Canada Trupanion Full time

    **Company Description** Trupanion is a leading provider of medical insurance for cats and dogs in North America. Our mission is to help loving, responsible pet owners budget and care for their pets. At Trupanion, we offer a collaborative, casual, and pet-friendly environment where everyone is encouraged to be themselves. **Job Description** Position...

  • Bilingual (French and English) Mortgage Retention

    1 month ago

    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Language Requirements for the role: French and English Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on borrowing strategies and products that meet their objectives. Fulfills sales and service activities for the...

  • Bilingual Reimbursement Specialist

    4 weeks ago

    Quebec City, Canada Bayshore HealthCare Full time

    **ABOUT THE ROLE** The Bayshore Specialty Rx Bilingual Reimbursement Specialist will provide reimbursement support to patients and physicians in collaboration with the Nurse Case Manager throughout the entire patient support program journey. The Bilingual Reimbursement Specialist thrives in an environment that emphasizes teamwork, accountability, possess a...

  • Assistant Manager, Mortgage Retention

    1 month ago

    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL(R)61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on borrowing strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies...

  • Account Representative, Client Relations

    4 weeks ago

    Quebec City, Canada Canada Mortgage and Housing Corporation (CMHC) Full time

    **Job Requisition ID**: 10101 **Position Status**: Temporary Full Time **Position Type**: Remote **Office Location**: Quebec (QC) **Travel Requirement**: Frequent **Language Designation**: French Essential **Language Skill Levels (Read/Write/Speak)**: ZZZ **Salary**: Our salaries generally range from $ 70354.2 to $ 87942.74 and are based on...

  • Bilingual Sales Specialist- Cisco

    4 weeks ago

    Quebec City, Canada D&H Distributing Full time

    **Cisco Sales Specialist** **SUMMARY** With a primary focus of growing vendor sales with new and existing customers, the Sales Specialist serves as an extension of the vendor or technology category and is responsible for educating and enabling the sale of new and different technical products, programs, and/or services. Maintaining sound knowledge of...

  • Bilingual Reimbursement Associate Program Manager

    1 month ago

    Quebec City, Canada Bayshore HealthCare Full time

    **ABOUT THE ROLE** This position is responsible for managing the day to day activities of a team of reimbursement specialists and administrative assistants. Additional responsibilities include education and training of new team members, process development and improvement across Canada, and ensuring team performance by reviewing weekly and monthly KPI...

  • Manager, Mortgage Retention

    1 month ago

    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on borrowing strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies...

  • Agent de Recouvrement Bilingue

    1 month ago

    Quebec Province, Canada NCRi Inc. Full time

    **Join Our Team at NATIONAL CREDIT RECOVERY INC (NCRi) - Bilingual Collections Agent** Are you ready to be part of a dynamic team committed to excellence in debt recovery? NATIONAL CREDIT RECOVERY INC (NCRi) is looking for enthusiastic and bilingual individuals to join our growing family! **About Us**: At NCRi, we've set out to revolutionize the debt...