Virtual Mortgage Retention Specialist

Proactively provide expert advice on mortgage renewal and financing needs to retain and expand share of wallet. Fulfill sales and service activities by following approved procedures, integrating marketing promotions into customer conversations, and negotiating home financing pricing. Drive the sales process for inbound and outbound contacts while probing to understand customer needs related to investment and financing options. Manage transactional outcomes, refer customers to appropriate groups, and escalate complex situations as required. Perform required documentation, research lending applications, and analyze issues to determine next steps. Adhere to regulatory and compliance requirements including Anti-Money Laundering and Terrorist Financing reporting. Maintain confidentiality of customer and Bank information while taking measured risks within the approved Risk Management Framework.