Job Description:
Job title: Bilingual Mortgage Retention Specialist
Location: Remote , CAN, Ontario
Duration: 12 Months
A results-driven and customer-focused Loyalty Renewal Specialist with expertise in mortgage renewals and retention strategies. Skilled in building strong client relationships, understanding customer needs, and providing tailored mortgage solutions that enhance satisfaction and loyalty. Demonstrates strong communication, negotiation, and problem-solving abilities to guide clients through the renewal process while ensuring compliance and achieving retention targets.
Position Responsibilities:
- Manage inbound and outbound client interactions related to mortgage renewals
- Assess customer needs and recommend appropriate renewal options and solutions
- Retain existing clients by presenting competitive rates and value-added services
- Clearly explain mortgage terms, rates, and renewal timelines to support informed decisions
- Meet or exceed retention, conversion, and customer experience targets
Required Qualifications:
- 2–3+ years of experience in financial services, customer service, or a call center environment
- 1–2+ years of experience using CRM systems and call center tools (e.g., Salesforce or similar platforms)
- Post-secondary education in Business, Finance, or a related field (or equivalent work experience)
- Fully bilingual (French/English) : The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.
Preferred Qualifications:
- Experience in mortgage renewals, lending, or banking
- Strong sales, retention, and negotiation skills
- Proven track record of meeting or exceeding performance targets
- Ability to handle high-volume workloads in a fast-paced environment
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status Dexian | Unlock trajectory changing opportunities Unlock business potential with Dexian's comprehensive solutions. Discover staffing, talent development, and valuable resources. Explore now!
Dexian Canada will, on request, provide accommodations for disabilities to support your participation in all aspects of our Recruitment and Assessment/Selection Processes.
Pay: Up to $24.00 per hour
Work Location: Remote
