Mortgage Specialist, Renewals

Job summary

Retain existing mortgage clients through renewals, early renewals, and account-saving efforts, handling inquiries about maturing accounts and discharge requests. Conduct inbound and outbound sales, offer mortgage life insurance and home warranty programs, and use technology to support the mortgage process while meeting retention targets.

Job details

We are hiring a Mortgage Specialist – Renewals, Internal Sales! Reporting To Team Leader, Mortgage Specialist Full-Time/Part- Time Full-time Posting Date October 7, 2026 Closing Date October 19, 2026 Salary Range $65,000 + commission (commission structure will be shared during interview) Hours Of Work 8:30 a.m. – 5:00 p.m. Grade Office Location: 55.7 Toronto, ON 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 discharged due to a switch or sale of property Solicit to retain First National customers (inbound and outbound) Selling Mortgage Life Insurance and Home Warranty programs Speak with clients 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 In accordance with the Financial Services Regulatory Authority of Ontario (FSRA) candidates must meet the educational requirements required for registration with FSRA. The successful candidate will be registered with FSRA within five days of their start date with First National 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. Call Centre requirements long periods of time on phone calls using a headset and a queue. Why join First National? Competitive Compensation Comprehensive benefits program (i.e., Health Spending Account, Maternity and Parental Leave Top Up) 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. We would like to thank all applications for their interest in this existing vacancy, but only candidates selected for an interview will be contacted. Artificial Intelligence is not used in our recruitment or hiring process for this role. 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 accessibility@firstnational.ca should you need an accommodation at any point in the recruitment process. #FNLOON

What you’ll do

Retain existing mortgage clients through renewals, early renewals, and account-saving efforts, handling inquiries about maturing accounts and discharge requests. Conduct inbound and outbound sales, offer mortgage life insurance and home warranty programs, and use technology to support the mortgage process while meeting retention targets.

Requirements

Candidates need strong telephone and interpersonal communication, prior inbound or outbound sales experience, and the ability to multitask and resolve problems in a fast-paced environment. They should know mortgage underwriting policies and mortgage and debt products, be available for shift work as needed, and meet FSRA education requirements for registration within five days of starting.

Benefits

• Commission
• Base Salary
• Bonus
• Health Spending Account
• Maternity and Parental Leave Top-Up
• Training Programs
• Career Advancement Opportunities

Listed skills

• telephone communication · Preferred
• Multitasking · Preferred
• Customer service · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Telephone Communication
• Inbound and Outbound Sales
• Client Retention
• Mortgage Renewals
• Mortgage Underwriting
• Problem Analysis and Resolution
• Multitasking
• Customer Service
• Mortgage and Debt Products
• Mortgage Life Insurance Sales
• Home Warranty Sales
• Technology-Assisted Mortgage Processing

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support

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