Join a results-driven team as a Bilingual Mortgage Retention Specialist, leveraging your skills in mortgage renewals and client relations. This position emphasizes achieving retention targets and providing tailored mortgage solutions.
We're seeking a Loyalty Renewal Specialist with 2-3 years of experience in financial services, customer service, or call center environments. Your expertise in CRM systems like Salesforce and your bilingual skills in French and English will empower you to build strong client relationships. This role focuses on understanding customer needs to enhance their satisfaction and loyalty.
Key Responsibilities:
• Manage inbound and outbound mortgage renewal interactions
• Assess customer needs and recommend renewal options
• Present competitive rates and value-added services
• Explain mortgage terms and timelines clearly
• Achieve retention and customer experience targets
Requirements:
• 2-3 years' experience in financial services or cal...