Mortgage Retention Specialist

Permanent

Junior Executive

Degree

Banking

Sales

Group Community Financial Services

1 - 2 years

Undisclosed

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.

• 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

• 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 • Candidates may be required to work overtime or on weekends
Please note only shortlisted candidates will be notified.