Proactively provides expert advice on mortgage renewal/financing needs, products and solutions to retain and expand share of wallet. Fulfills sales and service activities for customers by following approved procedures. Identifies and makes referrals to other business groups. Works through various channels based on the market needs to deliver the desired customer experience and achieve overall business objectives. Drives the sales process for inbound and outbound customer contacts upon mortgage renewal, through in-depth home financing options. Integrates marketing promotions and programs into customer conversations, where appropriate. Manages all transactional outcomes of customer contacts or refers to appropriate groups. Negotiates home financing pricing ensuring customers feel valued at the same time as profitable transactions.



Probes to understand customer needs related to mortgage renewal, investment and financing options; provides advice in the best interests of the customer. Handles customer contacts in an informed, skilled, and efficient manner. Collaborates with internal and external stakeholders in order to deliver on business objectives. Escalates complex or unresolved customer situations to managers as required. Performs any required documentation to ensure customer’s requests are accurately processed. May research and investigate lending applications, following established processes. Maintains the confidentiality of customer and

📌 Virtual Mortgage Retention Specialist (Bilingual) (Toronto)
🏢 BMO
📍 Toronto