Retention Associate
Core
Proactively engage with existing reverse mortgage customers to understand their circumstances, assess appropriate lending solutions, and support informed decisions about their ongoing relationship.
Role type
Customer retention and lending associate
Builds
Customer retention outcomes and appropriate lending solutions for reverse mortgage clients
Domain
Financial services / Banking / Reverse mortgages
Deliverable
client delivery
Required skills
Lending and credit assessment, customer retention, relationship management, compliance with lending policies, regulatory requirements, portfolio management, complex conversation management
Preferred skills
Certificate IV in Credit Management
Responsibilities
Engage proactively with existing reverse mortgage customers, conduct customer retention conversations, assess lending solutions within delegated authority, manage a portfolio and pipeline of retention cases, identify and escalate complex or out-of-policy matters, ensure compliance with lending policies and regulatory requirements