Mortgage Specialist, Internal Sales

1 day ago

Montréal QC, Canada First National Financial Full time

We are hiring a Mortgage Specialist--Bilingual
**The Role**: The Mortgage Specialist is responsible for the retention of existing clients through refinancing and port and increases.
**Reporting To**: Team Leader, Mortgage Specialist
**Full-Time/Part
- Time**: Full-time
**Posting Date**: October 17, 2024
**Closing Date**: November 1, 2024
**Hours of Work**: 8:30 a.m. - 5:00 p.m.
**Grade**: 55
**Office Location**: Montreal Great location Steps away from the main public transit station
**What we offer**:
Highly competitive compensation package which includes, base salary, bonus, benefits, and career advancement opportunities
- Eligibility for benefits is dependent on the terms of employment

**What you will do**:
The Mortgage Specialist is responsible for the retention of existing clients through renewals, early renewals and saves.
- Handle all incoming calls from the department queue regarding early renewals, maturing accounts and discharge requests
- Retention of accounts which are discharging due to a switch or sale of property
- Solicit to retain First National customers (inbound and outbound)
- Sell of Mortgage Life Insurance and Home Warranty programs
- Speak with client’s that are requesting an early renewal for lower interest rates or debt consolidation
- Utilize technology to aid the mortgage process
- Accountable for retention percentages

**The Requirements Needed**:

- Must possess good communication skills on the telephone and when interacting with internal First National departments and business partners
- Ability to multi-task in a fast-paced environment
- Strong ability to analyze and resolve problems
- Shift work would be required to support volume as required
- Previous inbound/outbound sales experience
- Knowledge of mortgage underwriting policies and procedures
- Knowledge of mortgage and other debt products to ensure quality First National customer service
- Strong verbal and written communication skills in both English and French is required - require bilingualism due to National Support

**The team you will join**:
Founded in 1988, First National is one of Canada’s largest non-bank lenders. We provide residential mortgages exclusively through our mortgage broker channel and service commercial clients through our national origination team of empowered advisors.
At First National, It’s in our Nature is our rallying cry. It underlies our values, beliefs, and how we show up for each other, our clients, our partners and the community. Our nature defines who we are and guides every decision we make.
First National is proud to be an equal opportunity employer and is committed to diversity and inclusion regardless of race, color, religion, national origin, age, gender identity, physical or mental disability, sexual orientation or any other category protected by law.
FNLOQC

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