Mortgage Specialist – Renewals

First National Financial LP is one of Canada’s largest non-bank lenders, providing residential mortgages through the mortgage broker channel. The Mortgage Specialist – Renewals is responsible for the retention of existing clients through renewals and early renewals, handling incoming calls, and soliciting to retain customers.ResponsibilitiesHandle all incoming calls from the department queue regarding early renewals, maturing accounts and discharge requestsRetention of accounts which are discharged due to a switch or sale of propertySolicit to retain First National customers (inbound and outbound)Selling Mortgage Life Insurance and Home Warranty programsSpeak with clients that are requesting an early renewal for lower interest rates or debt consolidationUtilize technology to aid the mortgage processAccountable for retention percentagesSkillsMust possess good communication skills on the telephone and when interacting with internal First National departments and business partnersAbility to multi-task in a fast-paced environmentStrong ability to analyze and resolve problemsShift work would be required to support volume as requiredPrevious inbound/outbound sales experienceKnowledge of mortgage underwriting policies and proceduresKnowledge of mortgage and other debt products to ensure quality First National customer serviceIn accordance with the Financial Services Regulatory Authority of Ontario (FSRA) candidates must meet the educational requirements required for registration with FSRA. The successful candidate will be registered with FSRA within five days of their start date with First NationalBenefitsHealth Spending AccountMaternity and Parental Leave Top UpComprehensive benefits programCompany OverviewFirst National Financial LP is one of Canada's largest non-bank lenders, originating and servicing both residential and commercial mortgages. It was founded in 1988, and is headquartered in Toronto, Ontario, CAN, with a workforce of 1001-5000 employees. Its website is https://www.firstnational.ca.



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