Virtual Mortgage Retention Specialist

3 weeks ago


Toronto, Ontario, Canada Scotiabank Full time

About the Role

The Virtual Mortgage Retention Specialist is a key position within Scotiabank, responsible for retaining and servicing mortgage renewal customers. This role requires a strong understanding of residential mortgage products, including policy and process, as well as excellent customer-facing skills.

Key Responsibilities

  • Provide expert mortgage knowledge and advice to customers, offering customized solutions to meet their financial needs.
  • Proactively establish contact with mortgage renewal customers to retain their business.
  • Manage assigned renewal leads, assessing customer financial needs and presenting mortgage retention offers.
  • Identify opportunities to deepen customer relationships and business through relevant financial solutions.

Requirements

  • Fluently bilingual in French and English languages.
  • Strong understanding of residential mortgage product knowledge, including policy and process.
  • Experience working in a customer-facing role within the financial industry or related field.
  • Post-secondary degree in business/finance or related field (considered an asset).

What We Offer

  • A competitive compensation and benefits package.
  • An opportunity to work with a leading bank in the Americas.
  • A collaborative team environment with opportunities for growth and development.

Location

Canada : Ontario : Scarborough



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