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Mortgage Specialist, Internal Sales

Montreal, Quebec
Senior Level
full_time

Top Benefits

Highly competitive compensation package which includes commission, base salary, bonus, benefits, and career advancement opportunities
Comprehensive benefits program (i.e., Health Spending Account, Maternity and Parental Leave Top Up)
Hybrid working environment

About the role

We are hiring a Mortgage Specialist, Internal Sales! Reporting To Manager, Mortgage Specialist

Full-Time/Part- Time Full-time

Posting Date June 9, 2025

Closing Date June 23, 2025

Hours Of Work 8:30 a.m. – 5:00 p.m.

Grade Office Location:

55.7

Montreal, QC

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

This position requires linguistic fluency. Priority will be given to candidates completely fluent in English and French.

The Opportunity The Mortgage Specialist is responsible for the retention of existing clients through refinancing and port and increases.

How You Will Contribute The Mortgage Specialist is responsible for the retention of existing clients through renewals, early renewals and saves.

  • 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
  • Strong verbal and written communication skills in both English and French is required - require bilingualism due to National Support

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.

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 accessibility@firstnational.ca should you need an accommodation at any point in the recruitment process. #FNLOQC

About First National Financial

Real Estate
1001-5000

First National Financial LP is Canada's largest non-bank lender, originating and servicing both residential and commercial mortgages. As the leading lender of CMHC and conventional mortgages, First National currently has more than $120 billion in mortgages under administration.

We apply ingenuity when developing financing solutions with clients and brokers, relying on our broad product lineup, expertise, network and spirit to take smart risks. We execute quickly and competitively, but we go beyond that traditional approach to service to provide value beyond rate, market education, business development opportunities and true enabling technology.

First National Financial LP FSRA License Nos. 10514 & 11252


Financière First National S.E.C., le plus important prêteur non bancaire au Canada, est un initiateur et un fournisseur de services de prêts hypothécaires résidentiels et commerciaux. En tant que plus important prêteur proposant des prêts hypothécaires assurés par la SCHL et des prêts hypothécaires standard, First National gère actuellement plus 103 milliards de dollars en prêts hypothécaires.

En collaboration avec nos clients et nos courtiers, nous élaborons des solutions de financement ingénieuses grâce à notre large éventail de produits, à notre savoir-faire et à notre solide réseau, tout en sachant prendre des risques calculés. Notre exécution est toujours rapide et concurrentielle, mais nous allons au-delà de cette approche conventionnelle afin d'offrir une proposition de valeur dépassant les taux ainsi que de l'information sur les marchés, des occasions de prospection de clientèle et une véritable technologie habilitante.

Financière First National S.E.C. Permis nos 10514 et 11252 de la ARSF