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Customer Relations Agent, Customer Service

Remote, USA Full-time Posted 2025-11-24

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.


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

Skills

  • 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
  • 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 Overview

  • First National Financial LP is one of Canada's largest non-bank lenders, originating and servicing both residential and commercial mortgages. It was founded in 1988, and is headquartered in Toronto, Ontario, CAN, with a workforce of 1001-5000 employees. Its website is https://www.firstnational.ca.

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