Mortgage Specialist Assistant

What is the opportunity?

As a Mortgage Specialist assistant you will support a top producing Mortgage Specialist in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management. Develops relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently. 

What will you do?

• Consistently provide superior responsive service to client fax / e-mail / telephone requests

• Consistently provide superior responsive execution and delivery of client transactions/requests

• Familiar with key referral sources and has a strong knowledge of mortgage process which facilitates solutions and problem resolutions

• Demonstrated personal commitment to ensure skills and knowledge are up-to-date and meet position requirements

• Takes the initiative to keep informed of current events, market news and internal information on RBCnet and applicable internal sites

• Manages Mortgage Specialist’s e-mail/mail, proactively responding to correspondence/requests and prioritizes for Mortgage Specialist to read

• Ensures Mortgage Specialist’s diary is effectively time managed to create capacity for all required activities

• Manages office routines and expenses ensuring efficiency is maintained through availability of equipment and supplies and effective management of files and records

• Ensures Mortgage Specialist’s needs are proactively identified and provides required information/documents for him/her to complete duties. Gathers and prepares material required for presentations, marketing initiatives, etc.

• Supports the Mortgage Specialist to complete/validate Homebase files and ensures due diligence requirements have been met prior to submission to Credit Granting

What do you need to succeed?

Must-have

• Minimum 2 years of demonstrated excellence in a service and sales support role working in collaboration with a sales team providing advice and responding to client requests

• Exceptional customer service skills

• Excellent communication skills, oral/written skills, good business writing

• Strong organizational skills with the ability to multi-task and prioritize

• Strong computer skills in Microsoft Office including Word, Power Point, Excel, Outlook

• Experience with emerging communications and technology (i.e., web based meetings, social media, digital banking, and mobile applications

• Bilingual in English and French

Nice-to-have

• Resourcefulness and able to work independently

• Sales-oriented, self-motivated, self-managed and thrive in a fast paced environment

• Strong problem solving skills with a sense of urgency

• Knowledge of Royal Bank systems including Sales & Service Platform and RBCNet will be considered an asset

• Strong knowledge of the mortgage process and Home Financing products is an asset

What’s in it for you?  

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. 

• Ability to make a difference and lasting impact 

• Work in a dynamic, collaborative, progressive, and high-performing team 

• Opportunities to do challenging work