Virtual Mortgage Retention Specialist

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Virtual Mortgage Retention Specialist based in Canada. This role is focused on helping existing customers make informed decisions about mortgage renewals and financing options through a primarily virtual customer experience. You will manage inbound and outbound conversations, identify customer needs, and recommend solutions that balance customer value with business objectives. The position combines consultative sales, mortgage expertise, customer service, and relationship management. You will work across multiple channels while collaborating with internal teams to resolve complex requests and identify broader financial opportunities. Strong judgment, regulatory awareness, and attention to detail are essential when handling sensitive financial information. This is an opportunity to contribute directly to customer retention and long-term relationship growth within a collaborative banking environment.