Through proactive customer contact, provide expert mortgage knowledge and advice on a full range of customized solutions using a holistic financial planning approach with the goal of retaining and deepening relationships with an assigned portfolio of mortgage renewal customers.
Primary focus of proactively establishing contact with mortgage renewal customer and retain the mortgage business.
Through a proactive mortgage retention process, remotely manage assigned renewal leads including, assessing customer financial needs/goals, presenting mortgage retention offers, managing rate negotiations and making appropriate recommendations to secure the renewal.
Through effective preparation and discovery, identify and act on opportunities to deepen the relationship with additional, relevant financial solutions.