Mortgage Retention Specialist

4 weeks ago


Toronto, Ontario, Canada Scotiabank Full time

Role Summary

The Virtual Mortgage Retention Specialist is responsible for retaining, servicing, and deepening relationships with mortgage renewal customers by offering a full suite of complimentary financial strategies and solutions that best meet their immediate and future financial needs.

Key Responsibilities

  • Provide expert mortgage knowledge and advice on a full range of customized solutions using a holistic financial planning approach to retain and deepen relationships with an assigned portfolio of mortgage renewal customers.
  • Proactively establish contact with mortgage renewal customers and retain the mortgage business.
  • Remotely manage assigned renewal leads, assessing customer financial needs/goals, presenting mortgage retention offers, managing rate negotiations, and making appropriate recommendations to secure the renewal.
  • Identify and act on opportunities to deepen the relationship with additional, relevant financial solutions.
  • Deliver exceptional customer experiences by effectively executing the Customer Experience Model (CEM), consistently delivering on the Service Basics and Advice+ Promises in all customer/employee interactions, and delivering on the diverse advice expectations of our customers.
  • Minimize the Bank's exposure to risk by contributing to operational excellence and a satisfactory Branch audit, staying current and adhering to all retail lending compliance, regulatory compliance, custody, and Occupational Health & Safety requirements and changes.

Requirements

  • Fluently bilingual in French and English languages.
  • Strong understanding of residential mortgage product knowledge, including policy and process.
  • Experience working with in a customer-facing role within the financial industry or related field.
  • Post-secondary degree in business/finance or related field (considered an asset).
  • Expert knowledge using Microsoft Teams, Salesforce, and E-Signature.
  • Prior experience leading virtual advice discussions and assisting customers on how to navigate virtual meetings (considered an asset).
  • Highly organized with strong attention to detail.
  • Effective written and verbal communication skills.


  • Toronto, Ontario, Canada First National Full time

    At First National, we are seeking a skilled Mortgage Retention Specialist to join our dynamic team. As a key member of our sales team, you will be responsible for retaining existing clients through refinancing and porting their mortgages.Salary and BenefitsThe successful candidate can expect a highly competitive compensation package, including a base salary,...


  • Toronto, Ontario, Canada Scotiabank Full time

    Key Responsibilities:Proactively retain and deepen relationships with mortgage renewal customers by offering personalized financial strategies and solutions.Remotely support multiple branches across Canada in achieving mortgage renewal and retention goals through proactive customer contact.Provide expert mortgage knowledge and advice on a full range of...


  • Toronto, Ontario, Canada Scotiabank Full time

    Role SummaryThe Virtual Mortgage Retention Specialist is responsible for retaining, servicing, and deepening relationships with mortgage renewal customers by offering a full suite of complimentary financial strategies and solutions that best meet their immediate and future financial needs.Key ResponsibilitiesProvide expert mortgage knowledge and advice on a...


  • Toronto, Ontario, Canada Scotiabank Full time

    About the RoleThe Virtual Mortgage Retention Specialist is a key position at Scotiabank, responsible for retaining and servicing mortgage renewal customers by offering a full suite of financial strategies and solutions.Key ResponsibilitiesProvide expert mortgage knowledge and advice to customers, using a holistic financial planning approach to retain and...


  • Toronto, Ontario, Canada EQ Bank | Equitable Bank Full time

    About EQ Bank | Equitable BankWe're a Challenger bank that's breaking the mold in Canadian banking. With over 50 years of experience and serving over 670,000 people across Canada, we're passionate about innovating and transforming the banking experience.Estimated Salary: $65,000 - $85,000 per yearAbout the RoleThe Mortgage Retention Specialist will play a...


  • Toronto, Ontario, Canada Scotiabank Full time

    About the RoleThe 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 ResponsibilitiesProvide expert mortgage...


  • Toronto, Ontario, Canada First National Full time

    About First NationalFirst National is Canada's largest non-bank lender, originating and servicing both commercial and residential mortgages since 1988. Our commitment to hiring the best and brightest has led to a team of over 1,000 proud employees.We pride ourselves on creating a supportive environment that fosters cooperation, ongoing coaching, development...


  • Toronto, Ontario, Canada 8Twelve Mortgage Corporation Full time

    Job Title: Executive Mortgage SpecialistWe are seeking a highly skilled and experienced Mortgage Broker Manager to join our team at 8Twelve Mortgage Corporation.About the Role:This is a permanent position offering a competitive salary of $80,000 - $120,000 per year, depending on experience.The successful candidate will be responsible for leading our mortgage...


  • Toronto, Ontario, Canada First National Full time

    Unlock Your Potential as a Mortgage SpecialistAt First National, we're committed to hiring the best and brightest team members who share our passion for delivering exceptional customer service. As a Mortgage Specialist, you'll play a critical role in retaining existing clients through refinancing and porting, ensuring their mortgage needs are met with...


  • Toronto, Ontario, Canada First National Full time

    Unlock Your Potential as a Mortgage Refinance SpecialistAt First National, we're committed to hiring the best and brightest to join our dynamic team. As a Mortgage Refinance Specialist, you'll play a crucial role in retaining existing clients through refinancing and port and increases.Key Responsibilities:Handle all incoming calls from the department queue...


  • Toronto, Ontario, Canada 8Twelve Mortgage Full time

    Revolutionize Home Financing with 8Twelve MortgageWe are seeking a highly motivated Inside Mortgage Agent to join our team at 8Twelve Mortgage. As a key member of our team, you will be responsible for managing referral partners, nurturing client relationships, and working closely with our Underwriters to fund deals.Key Responsibilities:Advise and evaluate...


  • Toronto, Ontario, Canada First National Full time

    Unlock Your Potential in Mortgage RefinanceAt First National, we're committed to hiring the best and brightest to join our dynamic team. As a Mortgage Specialist, Refinance, you'll play a crucial role in retaining existing clients through refinancing and port and increases.Key Responsibilities:Handle all incoming calls from the department queue regarding...


  • Toronto, Ontario, Canada First National Full time

    Unlock Your PotentialFirst National is seeking a highly skilled Mortgage Specialist to join our dynamic team. As a Mortgage Specialist, you will be responsible for the retention of existing clients through refinancing and porting.Key Responsibilities:Handle all incoming calls from the department queue regarding ports, refinancing, and clients requiring a...


  • Toronto, Ontario, Canada First National Full time

    Unlock Your Potential in Mortgage SalesAt First National, we're committed to hiring the best and brightest to join our dynamic team. As a Mortgage Specialist, Refinance, you'll play a crucial role in retaining existing clients through refinancing and porting.Key Responsibilities:Handle incoming calls from the department queue regarding ports, refinancing,...

  • Mortgage Specialist

    1 month ago


    Toronto, Ontario, Canada Scotiabank Full time

    Mortgage Specialist Job DescriptionScotiabank is seeking a passionate and results-driven Mortgage Specialist to join our team. As a Mortgage Specialist, you will have the opportunity to leverage your expertise in banking, influencing, trust development, and client experience to build strong relationships, provide expert mortgage advice, and drive mortgage...

  • Mortgage Specialist

    4 weeks ago


    Toronto, Ontario, Canada BMO Full time

    About the RoleWe are seeking a highly skilled and motivated Mortgage Specialist to join our team at BMO. As a Mortgage Specialist, you will play a critical role in helping our customers achieve their dream of home ownership.Key ResponsibilitiesCultivate and build relationships with a referral network to generate new mortgage business and increase BMO's share...

  • Mortgage Specialist

    3 weeks ago


    Toronto, Ontario, Canada BMO Full time

    About the RoleWe are seeking a highly skilled Mortgage Specialist to join our team at BMO. As a Mortgage Specialist, you will play a critical role in helping customers achieve their dream of homeownership by providing expert guidance and support throughout the mortgage application process.Key ResponsibilitiesCultivate and build relationships with referral...


  • Toronto, Ontario, Canada CIBC Full time

    About the RoleCIBC is seeking a skilled Mortgage Renewals Specialist to join our Mortgage Contact Centre team. As a key point of contact for clients, you will be responsible for answering routine mortgage inquiries and providing expert advice on mortgage procedures and policies.You will work closely with clients to understand their financial needs and...

  • Mortgage Specialist

    4 weeks ago


    Toronto, Ontario, Canada BMO Full time

    About the RoleBMO is seeking a skilled Mortgage Specialist to join our team. As a Mortgage Specialist, you will play a crucial role in helping customers achieve their dream of homeownership.Key ResponsibilitiesCultivate and manage relationships with a referral network to build a pipeline of new mortgage business.Actively identify sales opportunities and...


  • Toronto, Ontario, Canada First National Full time

    We are seeking a Mortgage Credit Specialist to join our team at First National.As a Mortgage Credit Specialist, you will play a critical role in supporting the underwriting and credit decision process by reviewing all required documentation and applying sound due diligence.You will be responsible for escalating any inaccuracies, issues, or items that are...