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First National Financial LPVerified Job Source

Mortgage Specialist Renewals, Internal Sales

The Mortgage Specialist is responsible for retaining existing clients through renewals and early renewals. This includes handling incoming calls, soliciting customers to prevent discharges, and selling mortgage insurance and home warranty programs.

  • Hybrid
  • Montréal, QC
  • Posted Sep 1, 2026
  • Apply by Oct 1, 2026
  • 1 position

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Job summary

We are hiring a Mortgage Specialist Renewals, Internal Sales! Reporting To Manager, Internal Sales Full-Time/Part- Time Full-time Salary Range $65,000 base salary + commission (commission structure will be shared during interview) Posting Date September 1, 2026 Closing Date September 15, 2026 Hours Of Work 8:30 a.m. – 5:00 p.m. (with exception of one day a week: 11:30 a.m. – 8:00 p.m.) Grade Office Location: 55 Downtown Montreal – Hybrid Great location! Steps away from the main public transit station What We Offer Highly competitive compensation package which includes, commission, base salary, bonus, benefits, and career advancement opportunities! Eligibility for benefits is dependent on the terms of employment The Opportunity The Mortgage Specialist is responsible for the retention of existing clients through renewals, early renewals and savings How You Will Contribute Handle all incoming calls from the department queue regarding early renewals, maturing accounts and discharge requests Retention of accounts which are discharging due to a switch or sale of property Solicit to retain First National customers (inbound and outbound) Sell of Mortgage Life Insurance and Home Warranty programs Speak with client’s that are requesting an early renewal for lower interest rates or debt consolidation Utilize technology to aid the mortgage process Accountable for retention percentages The Experience You Need Must possess good communication skills on the telephone and when interacting with internal First National departments and business partners Ability to multi-task in a fast-paced environment Strong ability to analyze and resolve problems Shift work would be required to support volume as required Previous inbound/outbound sales experience Knowledge of mortgage underwriting policies and procedures Knowledge of mortgage and other debt products to ensure quality First National customer service Working Environment And Physical Demands Analysis Office environment Periods of high volume with tight timelines Long periods of stationary position/sitting Prolonged periods of repetitive movement (i.e. using a keyboard and mouse) Long periods of time in viewing a computer screen Multi-tasking may include speaking to customers on a telephone call while looking up information on a computer program. Why join First National? Competitive Compensation Comprehensive benefits program (i.e., Health Spending Account, Maternity and Parental Leave Top Up) Hybrid working environment Extensive training programs to set our employees up for success Modern office environment conducive to collaboration Supportive teamwork culture Opportunities to give back to the communities and work through events focused on a variety of charities Ongoing social events throughout the year The Team You’ll Join Founded in 1988, First National is one of Canada’s largest non-bank lenders. We provide residential mortgages exclusively through the mortgage broker channel and we are Canada’s largest commercial mortgage lender. First National has been consistently recognized as a great place to work and we are proud that our employee engagement feedback is higher than our industry partners. Artificial Intelligence is not used in our recruitment or hiring process for this role. We would like to thank all applications for their interest in this existing vacancy but only candidates selected for an interview will be contacted. First National is proud to be an equal opportunity employer and is committed to diversity and inclusion regardless of race, color, religion, national origin, age, gender identity, physical or mental disability, sexual orientation and any other category protected by law. First National supports requests for accommodation from applicants with disabilities; please contact Human Resources at [email protected] should you need an accommodation at any point in the recruitment process. #FNLOQC

What you’ll do

The Mortgage Specialist is responsible for retaining existing clients through renewals and early renewals. This includes handling incoming calls, soliciting customers to prevent discharges, and selling mortgage insurance and home warranty programs.

Requirements

Candidates must have previous inbound/outbound sales experience and knowledge of mortgage underwriting policies and debt products. Strong communication skills and the ability to multi-task in a fast-paced environment are required.

Benefits

• Commission • Bonus • Health Spending Account • Maternity Leave Top Up • Parental Leave Top Up • Career Advancement Opportunities

Listed skills

  • Multi-TaskingPreferred
  • Communication SkillsPreferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

  • Customer Retention
  • Inbound Sales
  • Outbound Sales
  • Mortgage Underwriting
  • Debt Consolidation
  • Communication Skills
  • Problem Analysis
  • Multi-tasking
  • Mortgage Life Insurance
  • Home Warranty Sales

Job areas

  • Sales
  • Finance & Accounting
  • Customer Service & Support

Additional details

Minimum experience
0+ years
Apply by
Oct 1, 2026
Posting language
English
Working hours
40 hours per week
Seniority
Entry level