Mortgage Specialist, Internal Sales

First National

  • Montreal, QC
  • Permanent
  • Full-time
  • 7 days ago
We are hiring a Mortgage Specialist, Internal Sales!Reporting To:Team Leader, Mortgage SpecialistFull-Time/Part- Time:Full-timePosting Date:August 27, 2025Closing Date:September 10, 2025Hours of Work:8:30 a.m. – 5:00 p.m.Grade:Office Location:55.7Montreal, QCGreat location! Steps away from the main public transit stationWhat 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 employmentThis 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 should you need an accommodation at any point in the recruitment process.#FNLOQC

First National