Bilingual Mortgage Retention Specialist Role
Compunnel • oakville, on • Posted July 09, 2026
About the Role
Elevate client satisfaction as a Bilingual Mortgage Retention Specialist. This role focuses on mortgage renewals and personalized solutions, enhancing client loyalty across diverse jurisdictions.
As a dedicated professional in mortgage renewals, you will manage client interactions for retention strategies. With 2-3+ years in financial services, you’ll assess customer needs and present tailored mortgage options. Your strong communication skills will ensure clients understand their renewal terms and make informed decisions while meeting retention targets.
Key Responsibilities:
• Manage inbound and outbound client interactions for renewals
• Assess customer needs and recommend tailored solutions
• Retain clients by presenting competitive rates
• Explain mortgage terms and renewal timelines clearly
• Achieve retention and customer experience targets consistently
Requirements:
• 2–3+ years in financial services or customer service
• 1–2+ years with CRM systems ...
As a dedicated professional in mortgage renewals, you will manage client interactions for retention strategies. With 2-3+ years in financial services, you’ll assess customer needs and present tailored mortgage options. Your strong communication skills will ensure clients understand their renewal terms and make informed decisions while meeting retention targets.
Key Responsibilities:
• Manage inbound and outbound client interactions for renewals
• Assess customer needs and recommend tailored solutions
• Retain clients by presenting competitive rates
• Explain mortgage terms and renewal timelines clearly
• Achieve retention and customer experience targets consistently
Requirements:
• 2–3+ years in financial services or customer service
• 1–2+ years with CRM systems ...