Bilingual Mortgage Retention Specialist

A results-driven and customer-focused Loyalty Renewal Specialist with expertise in mortgage renewals and retention strategies. Skilled in building robust 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.

Position 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 targ...