Drive mortgage renewal conversations at BMO using home financing expertise and informed customer advice. Work across channels to support retention and growth.
As a Mortgage Retention Specialist, you will guide inbound and outbound contacts through home financing options. You will identify customer needs, integrate relevant promotions, and manage transactional outcomes or referrals. The work includes pricing negotiations, documentation, and regulatory compliance.
Key Responsibilities:
- Drive sales conversations during mortgage renewal contacts
- Provide advice on financing and investment options
- Negotiate home financing pricing for profitable transactions
- Process requests and complete accurate documentation
- Refer complex situations to appropriate groups or managers
Requirements:
- Two to three years relevant experience preferred, not required
- Knowledge of personal lending and home financing products
- Understanding of marketplace trends and product offerings
- Positive verbal and written communication skills
- Good analytical, organizational, and collaboration skills
Apply mortgage renewal, customer advice, and financing knowledge while protecting customer information and supporting BMO business objectives.