Bilingual Mortgage Retention Specialist

Job not on LinkedIn

🔥 15 hours ago

🇨🇦 Canada – Remote

💵 $37k - $70k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🔄 Customer Retention Specialist

👻 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 by following approved procedures • Identify and make referrals to other business groups • Work through various channels to deliver the desired customer experience and achieve business objectives • Drive inbound and outbound sales processes upon mortgage renewal through in-depth home financing options • Integrate marketing promotions and programs into customer conversations where appropriate • Manage transactional outcomes of customer contacts or refer them to appropriate groups • Negotiate home financing pricing while balancing customer value and profitable transactions • Probe to understand customer needs related to mortgage renewal, investment, and financing options, and provide advice in the customer’s best interests • Handle customer contacts in an informed, professional, and efficient manner • Collaborate with internal and external stakeholders • Escalate complex or unresolved customer situations to managers • Complete documentation to ensure customer requests are accurately processed • Research and investigate lending applications when required • Maintain confidentiality of customer and Bank information • Adhere to regulatory and compliance requirements, including AML/ATF, FCAC consumer provisions, and Privacy Act provisions • Maintain current knowledge of personal banking and lending products, practices, and trends • Complete complex and diverse tasks within established rules and limits • Analyze issues and determine next steps • Apply BMO’s Risk Management Framework and make sound, risk-informed decisions aligned with business strategy and applicable policies, laws, and regulations

🎯 Requirements

• Permanent, full-time position, 37.5 hours per week • Candidates must be flexible and available Monday to Friday, 9am to 8pm, and Saturdays from 10am to 6pm on rotation • Strong verbal and written language skills in both French and English; fully bilingual • Between 2–3 years of relevant experience and/or certification in a related field of study or an equivalent combination of education and experience is preferred, not required • Knowledge of personal lending and home financing products • Knowledge of competitive marketplace and trends in product offerings • 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 • Fluency in French and English to support clients and team members inside and/or outside Quebec

🏖️ 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 • Inclusive, equitable and accessible workplace • Accommodations available on request during the selection process