BMO U.S.

Bilingual Virtual Mortgage Retention, French, English

BMO U.S.

full-time

Posted on:

Location Type: Remote

Location: Canada

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Salary

💰 CA$38,500 - CA$71,000 per year

About the role

  • Proactively provides expert advice on mortgage renewal/financing needs
  • Fulfills sales and service activities for customers by following approved procedures
  • Identifies and makes referrals to other business groups
  • Drives the sales process for inbound and outbound customer contacts upon mortgage renewal
  • Negotiates home financing pricing ensuring customers feel valued
  • Handles customer contacts in a professional manner
  • Collaborates with internal and external stakeholders to deliver on business objectives
  • Escalates complex or unresolved customer situations to managers as required
  • Performs documentation to ensure customer requests are accurately processed

Requirements

  • Between 2 - 3 years of relevant experience and/or certification in related field
  • 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
  • Verbal & written communication skills in both French and English
  • Organization skills
  • Collaboration & team skills
  • Analytical and problem solving skills
Benefits
  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans
  • Performance-based incentives
  • Discretionary bonuses
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
mortgage renewalhome financingpersonal lendingcall centre technologycontact centre processesdocumentation processing
Soft Skills
communication skillsorganization skillscollaboration skillsteam skillsanalytical skillsproblem solving skills