Mortgage Specialist – Renewals
First National Financial LP is one of Canada’s largest non-bank lenders, focusing on residential mortgages through the mortgage broker channel. The Mortgage Specialist is responsible for client retention through renewals and savings, handling calls regarding maturing accounts and early renewals, and selling related products.
Responsibilities
- Handle all incoming calls from the department queue regarding early renewals, maturing accounts and discharge requests
- Retention of accounts which are discharged due to a switch or sale of property
- Solicit to retain First National customers (inbound and outbound)
- Selling Mortgage Life Insurance and Home Warranty programs
- Speak with clients that are requesting an early renewal for lower interest rates or debt consolidation
- Utilize technology to aid the mortgage process
- Accountable for retention percentages
Skills
- 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
- In accordance with the Financial Services Regulatory Authority of Ontario (FSRA) candidates must meet the educational requirements required for registration with FSRA. The successful candidate will be registered with FSRA within five days of their start date with First National
Benefits
- Health Spending Account
- Maternity and Parental Leave Top Up
- Comprehensive benefits program
Company Overview