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. #J-18808-Ljbffr

📌 Mortgage Retention Specialist at Alterna (Montreal)
🏢 Alterna
📍 Montreal