Drive mortgage retention strategies as a Virtual Specialist dedicated to enhancing client relationships. Utilize financial planning to meet customers' needs effectively in a remote role.
This role emphasizes proactive interactions with mortgage renewal customers, allowing you to deploy your extensive mortgage knowledge. You will focus on assessing needs, providing expert advice, and negotiating terms to secure the best outcomes for clients. Collaboration with various financial advisors will also be essential in delivering comprehensive service.
Key Responsibilities:
• Conduct outreach to mortgage renewal clients
• Manage and evaluate customer financial goals
• Propose tailored mortgage retention strategies
• Identify and act on opportunities for referrals
• Deliver weekly measurable customer service targets
Requirements:
• Strong understanding of residential mortgage solutions
• Customer-facing experience within financial services
• Preferred degree in ...