
Mortgage Retention Specialist
2 days ago
**JOB DESCRIPTION**
A Mortgage Retention Specialist must be proactive and customer-focused. In this role, you will be responsible for engaging existing mortgage customers to retain their Mortgage by provide repricing options, and ensure a high level of customer satisfaction throughout the mortgage lifecycle. Cross-selling will also be a part of a key-focus.
**JOB RESPONSIBILITIES**
- Proactively contact existing mortgage customers approaching lock-in expiry or repricing eligibility
- Offer tailored solutions, including repricing or restructuring options
- Handle customer queries related to mortgage rates, terms, and account servicing
- Work closely with internal teams (e.g., Credit, Product, Sales) to support customer needs
- Maintain up-to-date knowledge of mortgage products, interest rates, and market trends
- Actively cross-sell relevant bank products and services to existing mortgage customers to increase overall product holding and deepen customer relationships
- Ensure adherence to regulatory and internal compliance requirements
**JOB SKILLS**
Mortgage-Loans
Communication
Salesmanship
**JOB REQUIREMENTS**
- A recognised University Degree/Diploma
- Prior experience in property and/or consumer mortgage sectors is highly preferred
- Able to work with high volume under tight time-lines
- Results-oriented, dynamic and self-driven
- Competent in managing internal stakeholders and Customers
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