Mortgage Specialist, Renewals

We are hiring a Mortgage Specialist – Renewals, Internal Sales!

The Opportunity

The Mortgage Specialist is responsible for the retention of existing clients through renewals, early renewals and savings.

How you will contribute:

• Handle all incoming calls from the department queue regarding early renewals, maturing accounts and discharge requests
• Retention of accounts which are discharged due to a switch or sale of property
• Solicit to retain First National customers (inbound and outbound)
• Selling Mortgage Life Insurance and Home Warranty programs
• Speak with clients that are requesting an early renewal for lower interest rates or debt consolidation
• Utilize technology to aid the mortgage process
• Accountable for retention percentages

The experience you need:

• Must possess good communication skills on the telephone and when interacting with internal First National departments and business partners
• Ability to multi-task in a fast-paced environment
• Strong ability to analyze and resolve problems
• Shift work would be required to support volume as required
• Previous inbound/outbound sales experience
• Knowledge of mortgage underwriting policies and procedures
• Knowledge of mortgage and other debt products to ensure quality First National customer service
• In 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 National

Working Environment and Physical Demands Analysis:

• Office environment
• Periods of high volume with tight timelines
• Long periods of stationary position/sitting
• Prolonged periods of repetitive movement (i.e. using a keyboard and mouse)
• Long periods of time in viewing a computer screen
• Multi-tasking may include speaking to customers on a telephone call while looking up information on a computer program.
• Call Centre requirements long periods of time on phone calls using a headset and a queue.

Why join First National?

• Competitive Compensation
• Comprehensive benefits program (i.e., Health Spending Account, Maternity and Parental Leave Top Up)
• Extensive training programs to set our employees up for success
• Modern office environment conducive to collaboration
• Supportive teamwork culture
• Opportunities to give back to the communities and work through events focused on a variety of charities
• Ongoing social events throughout the year

The team you’ll join:

Founded in 1988, First National is one of Canada’s largest non-bank lenders. We provide residential mortgages exclusively through the mortgage broker channel and we are Canada’s largest commercial mortgage lender.

First National has been consistently recognized as a great place to work and we are proud that our employee engagement feedback is higher than our industry partners.

We would like to thank all applications for their interest in this existing vacancy, but only candidates selected for an interview will be contacted.

Artificial Intelligence is not used in our recruitment or hiring process for this role.

First National is proud to be an equal opportunity employer and is committed to diversity and inclusion regardless of race, color, religion, national origin, age, gender identity, physical or mental disability, sexual orientation and any other category protected by law.

First National supports requests for accommodation from applicants with disabilities; please contact Human Resources at [email protected]should you need an accommodation at any point in the recruitment process.

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