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 discussionsFacilitate inbound and outbound customer outreachUtilize marketing promotions effectively during callsMaintain customer confidentiality throughout transactionsAnalyze customer situations to determine next stepsRequirements:2-3 years of relevant industry experienceStrong familiarity with home financing optionsGood analytical and team-oriented abilitiesProficient verbal and written communicationAdherence to compliance and risk management standardsEnhance customer relationships and drive results as a Mortgage Retention Specialist at BMO.

📌 Mortgage Retention Specialist Bmo Virtual (Ottawa)
🏢 Bank of Montreal
📍 Ottawa