Bilingual Mortgage Renewal & Retention Specialist — 100% Remote
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AI Summary
Manage inbound and outbound client interactions to facilitate mortgage renewals and retain existing clients. Assess customer needs to recommend appropriate renewal options and competitive rates while meeting performance targets.
Bilingual Mortgage Renewal & Retention Specialist — Remote
Looking for an opportunity to make a direct impact on the customer experience? In this fully remote position within the insurance sector, you will support mortgage renewal discussions, provide personalized solutions, and help build lasting relationships with clients across Canada.
What is in it for you:
• Hourly salary of $25.
• 12-month contract.
• Day schedule, 37.50 hours per week.
• Full-time remote position based in Ontario, Canada.
• Flexible and inclusive work environment focused on employee well-being.
• Opportunities for learning, professional development, and career growth.
• Global work environment with ongoing support and development.
Responsibilities:
• Manage inbound and outbound client interactions related to mortgage renewals.
• Assess customer needs and recommend appropriate renewal options and solutions.
• Retain existing clients by presenting competitive rates and value-added services.
• Clearly explain mortgage terms, rates, and renewal timelines to support informed decisions.
• Meet or exceed retention, conversion, and customer experience targets.
What you will need to succeed:
• Post-secondary education in Business, Finance, or a related field, or equivalent work experience.
• 2-3+ years of experience in financial services, customer service, or a call center environment.
• 1-2+ years of experience using CRM systems and call center tools, such as Salesforce or similar platforms.
• Experience in mortgage renewals, lending, or banking.
• Strong sales, retention, and negotiation skills.
• Proven track record of meeting or exceeding performance targets.
• Ability to manage high-volume workloads in a fast-paced environment.
• Bilingual in English and French to communicate with and support clients in both languages during mortgage renewal and retention interactions across various jurisdictions outside Quebec.
Why Recruit Action?
Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.
Looking for an opportunity to make a direct impact on the customer experience? In this fully remote position within the insurance sector, you will support mortgage renewal discussions, provide personalized solutions, and help build lasting relationships with clients across Canada.
What is in it for you:
• Hourly salary of $25.
• 12-month contract.
• Day schedule, 37.50 hours per week.
• Full-time remote position based in Ontario, Canada.
• Flexible and inclusive work environment focused on employee well-being.
• Opportunities for learning, professional development, and career growth.
• Global work environment with ongoing support and development.
Responsibilities:
• Manage inbound and outbound client interactions related to mortgage renewals.
• Assess customer needs and recommend appropriate renewal options and solutions.
• Retain existing clients by presenting competitive rates and value-added services.
• Clearly explain mortgage terms, rates, and renewal timelines to support informed decisions.
• Meet or exceed retention, conversion, and customer experience targets.
What you will need to succeed:
• Post-secondary education in Business, Finance, or a related field, or equivalent work experience.
• 2-3+ years of experience in financial services, customer service, or a call center environment.
• 1-2+ years of experience using CRM systems and call center tools, such as Salesforce or similar platforms.
• Experience in mortgage renewals, lending, or banking.
• Strong sales, retention, and negotiation skills.
• Proven track record of meeting or exceeding performance targets.
• Ability to manage high-volume workloads in a fast-paced environment.
• Bilingual in English and French to communicate with and support clients in both languages during mortgage renewal and retention interactions across various jurisdictions outside Quebec.
Why Recruit Action?
Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.
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