Job Description

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

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!