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
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
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 StageTotal Funding
unknown2025-07-27Acquired
Recent News
2025-12-16
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