Flexible Work, Better Balance
Roles and Responsibilities
Portfolio retention
Responsibilities include:
Managing the retention of mortgage clients which includes client needs analysis, product suitability selection, rate negotiation, client objection handling, and identification of new cross-sell opportunities.
The candidate will run with target for retention and manage a team of - indirect reportees to ensure service requests are adhered on time and client servicing happens on time
Supporting all mortgage retention activities.
Examples include managing early renewal requests, transforming a client payout request into a sale, and completing blend and extend transactions.
Maintaining knowledge and awareness of all corporate mortgage policies and procedures.
Providing feedback to senior management to help identify enhancements that can imp...