Mortgage Specialist, Internal Sales

Remote, USA Full-time
First National Financial LP is one of Canada’s largest non-bank lenders, providing residential mortgages through the mortgage broker channel. The Mortgage Specialist is responsible for retaining existing clients through refinancing and porting, handling incoming calls, and selling mortgage-related products. Responsibilities 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 Skills 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 Bilingualism (French, English) required - interactions with English-speaking customers or partners Benefits 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 Company Overview First National Financial LP is one of Canada's largest non-bank lenders, originating and servicing both residential and commercial mortgages. It was founded in 1988, and is headquartered in Toronto, Ontario, CAN, with a workforce of 1001-5000 employees. Its website is
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