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A results-driven and customer-focused Loyalty Renewal Specialist with expertise in mortgage renewals and retention strategies. Skilled in building strong client relationships, understanding customer needs, and providing tailored mortgage solutions that enhance satisfaction and loyalty. Demonstrates strong communication, negotiation, and problem-solving abilities to guide clients through the renewal process while ensuring compliance and achieving retention targets.
Job Responsibility
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
Requirements
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 (e.g., Salesforce or similar platforms)
Post-secondary education in Business, Finance, or a related field (or equivalent work experience)
Fully bilingual (French/English)
Nice to have
Experience in mortgage renewals, lending, or banking
Strong sales, retention, and negotiation skills
Proven track record of meeting or exceeding performance targets
Ability to handle high-volume workloads in a fast-paced environment
What we offer
Work-Life Balance
Remote
Team Culture: Be part of a great team known for its strong sense of community