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Customer Relations Agent, Customer Service jobs in United States
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First National Financial LP · 2 weeks ago

Customer Relations Agent, Customer Service

First National Financial LP is one of Canada’s largest non-bank lenders, providing residential mortgages through the mortgage broker channel. The Customer Relations Agent is responsible for ensuring all client inquiries and requests are dealt with and processed on a timely basis and in accordance with company policy.
Financial ServicesInsurance

Responsibilities

Answer incoming calls on the customer service queue and make outbound calls when necessary
Handle between 35 to 45 calls a day
Identify, solve and/or confirm inquiries and requests received by fax, mail and email or online account
Process certain changes during client interactions
Follow-up with client to confirm resolution and customer satisfaction
Provide assistance to the various residential administration departments when required
Promote online services
Ensure client privacy is protected at all times
Listen to client inquiries and take the appropriate problem-solving steps
Complete special projects as assigned by the Manager

Qualification

Mortgage experienceMS Office proficiencyBilingual EnglishBilingual FrenchProblem-solvingCommunication skillsTeam playerAdaptability

Required

Post secondary education and/or equivalent work experience
Competency in MS Office; capacity to learn new technologies/systems
Strong verbal and written communication skills, in both English and French
Friendly, outgoing personality
Excellent telephone manner
Demonstrated flexibility to adapt to a constantly changing environment
Ability to resolve problems, strong attention to detail, critical thinking
Demonstrated team player, responsible, reliable and adaptable

Preferred

Mortgage experience

Benefits

Highly competitive compensation package which includes base salary, bonus, benefits, and career advancement opportunities!
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

Company

First National Financial LP

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First National Financial LP is one of Canada's largest non-bank lenders, originating and servicing both residential and commercial mortgages.

Funding

Current Stage
Late Stage
Total Funding
unknown
2025-07-27Acquired

Leadership Team

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Jason Ellis
President & Chief Executive Officer
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Stephen Smith
Chairman Emeritus
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Company data provided by crunchbase