Drive mortgage retention at BMO as a Mortgage Retention Specialist in a virtual setting. Advise customers on their home financing needs and enhance their experience.

As part of your role, you will engage with clients to understand their mortgage renewal requirements and apply your knowledge of personal lending products. You will efficiently manage customer interactions, negotiate pricing, and handle escalations to ensure all expectations are met. The position requires an understanding of current market trends and effective communication skills.

Key Responsibilities:
• Engage clients in mortgage renewal discussions
• Facilitate inbound and outbound customer outreach
• Utilize marketing promotions effectively during calls




• Maintain customer confidentiality throughout transactions
• Analyze customer situations to determine next steps

Requirements:
• 2-3 years of relevant industry experience
• Solid familiarity with home financing options
• Good analytical and collaborative abilities
• Proficient verbal and written communication
• Adherence to compliance and risk management standards

Enhance customer relationships and drive results as a Mortgage Retention Specialist at BMO.
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📌 Mortgage Retention Specialist BMO Virtual (Manitoba)
🏢 Bank of Montreal
📍 Manitoba