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
• Strong analytical and problem-solving skills
• Excellent communication and teambuilding capabilities
Leverage your mortgage expertise to deliver exceptional member service and support at Alterna Savings.
#J-18808-Ljbffr