Bilingual Mortgage Retention Specialist

Job not on LinkedIn

🔥 0 minutes ago

🇨🇦 Canada – Remote

💵 $38.5k - $71k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🔄 Customer Retention Specialist

🚫👨‍🎓 No degree required

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.

📋 Description

• Provide expert advice on mortgage renewal and financing needs, products, and solutions to retain and expand share of wallet • Fulfill sales and service activities for customers using approved procedures • Drive inbound and outbound mortgage renewal sales processes through in-depth home financing options • Integrate relevant marketing promotions and programs into customer conversations • Manage transactional outcomes or refer customers to appropriate groups • Negotiate home financing pricing while balancing customer value and profitable transactions • Probe customer needs related to mortgage renewal, investment, and financing options and provide advice in their best interests • Handle customer contacts professionally and efficiently through various channels • Collaborate with internal and external stakeholders • Escalate complex or unresolved customer situations to managers • Complete documentation to accurately process customer requests • Research and investigate lending applications when required • Maintain current knowledge of personal banking and lending products, practices, and trends • Complete complex and diverse tasks and handle escalations from other employees • Analyze issues and determine next steps • Apply BMO’s Risk Management Framework and comply with policies, laws, regulations, and risk appetite

🎯 Requirements

• Permanent, full-time, 37.5 hours per week • Flexible availability Monday to Friday, 9am to 8pm, and Saturdays 10am-6pm on rotation • Strong verbal and written language skills in both French and English; fully bilingual • 2–3 years of relevant experience and/or certification in a related field of study or equivalent combination of education and experience preferred, not required • Knowledge of personal lending and home financing products • Knowledge of competitive marketplace and product offering trends • Knowledge of contact centre operational processes and policies • Knowledge of call centre technology, processes and metrics • Good verbal and written communication skills • Good organization skills • Good collaboration and team skills • Good analytical and problem-solving skills • Fluent in French and English to support clients and team members inside and/or outside Quebec • Ability to maintain confidentiality of customer and Bank information • Ability to adhere to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing, FCAC consumer provisions, and Privacy Act provisions

🏖️ Benefits

• Performance-based incentives • Discretionary bonuses • Health insurance • Tuition reimbursement • Accident insurance • Life insurance • Retirement savings plans • In-depth training and coaching • Manager support • Network-building opportunities • Accommodations available on request