Elevate member satisfaction as a Mortgage Retention Specialist with Alterna Savings. Focus on retaining mortgage business and upselling additional financial services to enhance member relationships. In this full-time role, you'll manage the entire mortgage renewal process while ensuring compliance with regulatory requirements.
Key skills include cross-selling personal loans and investment products, assessing member financial situations, and guiding retail staff. Your expertise will drive retention and growth of the mortgage portfolio at Alterna. Key Responsibilities:
- Retain existing mortgage business within target rate
- Ensure compliance with regulatory and audit requirements
- Identify additional banking, credit, and investment solutions
- Negotiate competitive rates to retain mortgage business
- Mentor branch staff to support member solutions Requirements:
- 5 years of credit granting experience
- Post-secondary education in finance or related field
- Solid knowledge of mortgage brokerage industry
- Solid analytical and problem-solving skills
- Excellent communication and teambuilding capabilities Leverage your mortgage expertise to deliver exceptional member service and support at Alterna Savings.