Mortgage Retention Officer
Top Benefits
About the role
Mortgage Retention Officer
Attendance
Hybrid
Job number
27591
Category
Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time
Location: Edmonton, Alberta
Area of Interest: Advisory services, Call centres
A career as a Mortgage Retention Officer within Optimum Mortgage, at National Bank is to act as a mortgage renewal specialist. This job allows you to have a positive impact on our organization, through your expertise in client engagement, sales, and mortgage services.
Your job
- Proactively engage with approximately 100 clients per month to support mortgage renewals.
- Deliver efficient service and provide expert advice tailored to each client’s needs.
- Ensure timely follow-ups and manage internal volume reporting effectively.
- Collaborate with colleagues to troubleshoot client issues and meet renewal timelines.
- Identify opportunities to improve client satisfaction and retention.
- Participate in continuous improvement initiatives within the team.
Your team
Within Optimum, you are part of a large team of professionals and report to the Section Manager. Our team stands out for its strong collaboration and commitment to client satisfaction. We aim to offer you maximum flexibility to promote your quality of life. This is reflected in a hybrid work environment, as well as a flexible and adaptable schedule.
The Bank values continuous development and internal mobility. Our personalized training programs, based on learning in action, allow you to master your craft and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring support are available to you at all times.
Prerequisites
- Hold a diploma or degree in Business Administration or equivalent experience.
- Have 2 to 3 years of experience in financial services, mortgage administration, sales, or customer service.
- Demonstrate proven outbound sales ability and strong understanding of mortgage policies and procedures.
- Be technically proficient in Microsoft Excel and the Office suite.
- Possess excellent administrative, organizational, and interpersonal skills.
Softskills to be added to skills if possible
- High-quality work ethic with minimal supervision
- Outstanding verbal and written communication
- Adaptability and a problem-solving mindset
Languages:
English
Skills
Press space or enter keys to toggle section visibility
- Business Development
- Communication
- Emotional Intelligence
- Problem Solving
- Teamwork
- Accountability
- Client-focused
- Learning Agility
- Standards Compliance
- Listening
Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and Family Assistance Program
* Preferential banking services
* Opportunities to get involved in community initiatives
* Telemedicine service
* Virtual sleep clinic
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're putting people first
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
Come live your ambitions with us!
Why work at National Bank?
For an environment that supports your career path
There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.
For an inclusive and diverse environment
We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?
YouTube
Discover our culture
Duration: 1 min 25 sec
Flexibility
Wellbeing
Development
Inclusive Environment
Join our talent community
Sign up to get information on what’s new for your career and our events.
Access your profile
Complete your profile for a personalized experience and search made easy with job alerts relevant to you.
About National Bank of Canada
At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large.
We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and passionate. By developing lasting relationships as partners and allies.
Together we can achieve great things and create a positive impact.
Want to learn more about us?
For advice on your personal finances, visit: nbc.ca/advice For advice on your business, visit: nbc.ca/business For career opportunities, visit: jobs.nbc.ca For all the latest news, visit: nbc.ca/news
By clicking "Follow" above, you may receive communications from National Bank, either in your LinkedIn inbox or by other means via LinkedIn, about products and services that could interest you. Learn more at: www.nbc.ca/socialnetworks.
Mortgage Retention Officer
Top Benefits
About the role
Mortgage Retention Officer
Attendance
Hybrid
Job number
27591
Category
Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time
Location: Edmonton, Alberta
Area of Interest: Advisory services, Call centres
A career as a Mortgage Retention Officer within Optimum Mortgage, at National Bank is to act as a mortgage renewal specialist. This job allows you to have a positive impact on our organization, through your expertise in client engagement, sales, and mortgage services.
Your job
- Proactively engage with approximately 100 clients per month to support mortgage renewals.
- Deliver efficient service and provide expert advice tailored to each client’s needs.
- Ensure timely follow-ups and manage internal volume reporting effectively.
- Collaborate with colleagues to troubleshoot client issues and meet renewal timelines.
- Identify opportunities to improve client satisfaction and retention.
- Participate in continuous improvement initiatives within the team.
Your team
Within Optimum, you are part of a large team of professionals and report to the Section Manager. Our team stands out for its strong collaboration and commitment to client satisfaction. We aim to offer you maximum flexibility to promote your quality of life. This is reflected in a hybrid work environment, as well as a flexible and adaptable schedule.
The Bank values continuous development and internal mobility. Our personalized training programs, based on learning in action, allow you to master your craft and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring support are available to you at all times.
Prerequisites
- Hold a diploma or degree in Business Administration or equivalent experience.
- Have 2 to 3 years of experience in financial services, mortgage administration, sales, or customer service.
- Demonstrate proven outbound sales ability and strong understanding of mortgage policies and procedures.
- Be technically proficient in Microsoft Excel and the Office suite.
- Possess excellent administrative, organizational, and interpersonal skills.
Softskills to be added to skills if possible
- High-quality work ethic with minimal supervision
- Outstanding verbal and written communication
- Adaptability and a problem-solving mindset
Languages:
English
Skills
Press space or enter keys to toggle section visibility
- Business Development
- Communication
- Emotional Intelligence
- Problem Solving
- Teamwork
- Accountability
- Client-focused
- Learning Agility
- Standards Compliance
- Listening
Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and Family Assistance Program
* Preferential banking services
* Opportunities to get involved in community initiatives
* Telemedicine service
* Virtual sleep clinic
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're putting people first
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
Come live your ambitions with us!
Why work at National Bank?
For an environment that supports your career path
There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.
For an inclusive and diverse environment
We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?
YouTube
Discover our culture
Duration: 1 min 25 sec
Flexibility
Wellbeing
Development
Inclusive Environment
Join our talent community
Sign up to get information on what’s new for your career and our events.
Access your profile
Complete your profile for a personalized experience and search made easy with job alerts relevant to you.
About National Bank of Canada
At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large.
We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and passionate. By developing lasting relationships as partners and allies.
Together we can achieve great things and create a positive impact.
Want to learn more about us?
For advice on your personal finances, visit: nbc.ca/advice For advice on your business, visit: nbc.ca/business For career opportunities, visit: jobs.nbc.ca For all the latest news, visit: nbc.ca/news
By clicking "Follow" above, you may receive communications from National Bank, either in your LinkedIn inbox or by other means via LinkedIn, about products and services that could interest you. Learn more at: www.nbc.ca/socialnetworks.