Mortgage Retention Specialist

1 month ago


Mississauga, Ontario, Canada Community Trust Full time
About the Role

We are seeking a highly skilled Mortgage Retention Specialist to join our team at Community Trust Company. As a Mortgage Retention Specialist, you will be responsible for managing and completing all aspects of residential mortgage retention and reducing payouts for Ontario and Western Canada.

Key Responsibilities
  • Manage, compile and organize application information for direct customer mortgage loans in accordance with policy and procedures to create a complete package for credit approval.
  • Be responsible for maintaining key relationships and providing best in class service to all internal and external customers, 3rd parties, brokers, solicitors, investors and partners.
  • Be responsible for assisting with the completion of residential mortgage retention activities negotiating interest rates with borrowers, maximizing revenue opportunities and successfully contributing to the overall retention targets.
  • Conduct regular follow-ups with mortgage customers to collect outstanding documentation needed to satisfy the requirements as stipulated in the commitment.
  • Issue mortgage commitments for direct customer loans with appropriate conditions and follow up for sign back.
  • Be responsible for responding to inquiries in a timely manner, actively contacting existing customers, to build relationships, promote longer terms and identify cross selling opportunities.
Requirements
  • Minimum of 2 years' experience in customer service within the mortgage industry.
  • Post-Secondary Education.
  • Demonstrate strong, sound negotiation and sales skills.
  • Demonstrate interpersonal and relationship building skills.
  • Demonstrate effective organizational and time management skills.
  • Have solid written and verbal business communication skills.
  • Have working knowledge of Google Workspace.
  • Have sound analytical thinking, planning, prioritization, and execution skills.


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