Renewal Account Manager

5 days ago


Waterloo, Canada MCAP Full time

The Role This position is responsible for borrower retention and sales programs. Proactively contacting our borrowers with respect to their pending loan maturity and to sell them ancillary products is imperative to the continued growth of MCAP.This position is assigned a segment of upcoming maturities each month. These loans are the exclusive responsibility of the Renewal Account Manager. Contacting borrowers potentially in advance of, and throughout the 90-days prior to their maturity date. The Account Manager is empowered to make rate offerings, discount terms, and offer incentives to retain business.This position involves working a wide range of hours deemed to be the best fit for reaching the assigned portfolio of customers. The typical workday ranges from 8:00AM-8:00PM local time.Being on the frontline, this role will have the opportunity to hear what customers are saying about MCAP products and services, as well as about policies and procedures at renewal / payout. SellPrioritize maturities assigned, determining the best contact strategy to reach borrowersMake outbound contact (phone/email) with the assigned list and entice the customer to stay with MCAP for their upcoming mortgage renewalSend personalized offers to borrowers based on conversationsHandle enhanced rate negotiations with borrowers during renewal periodIncrease Mortgage ProfitabilityFocus on profitability – gear customers into terms desired by MCAPPromote MCAP products/services, discussing conversion, refinance and HMP opportunitiesReport Consumer OpinionProvide feedback and insight to management through different methods of rate intelligence information gathering.What You Bring To The Team Sales experienceExperience in the finance/mortgage industryContact Centre/Retention Exceptional oral and written communication skills Excellent organizational and time-management skills Ability to multi-task in a fast-paced environmentStrong analytical and problem solving skillsProven ability to foster relationships Strong customer service skillsSelf-driven, motivated with the ability to work independently and in a team environmentCarries out duties with integrity and takes responsibility for actions.Flexible work hoursHigh School degree (or equivalent)Mortgage Agent Course (preferred)



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