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?
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)
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
At RBC, the health and wellbeing of our employees and candidates is always our top priority.
COVID-19 has accelerated change across our workplace, including our hiring practices! As a result, throughout your application process, you may be asked to connect with us virtually, and may not be required to meet in-person. Our recruiters will explain how our video-interview technology will be used throughout the recruitment process, and will be on hand to answer any questions you might have.
You will be given the opportunity to work from home, if you can be fully productive, and role requirements including regulatory obligations can be satisfied. We are committed to supporting flexible work arrangements, investing in technology or other resources to enable you to work from home effectively, wherever possible.
Health & Safety
For employees that may be required to work from our premises, we’re doing our part to safeguard your health, and taking extra steps to reduce the spread of COVID-19. All RBC premises will allow for required physical distancing requirements, and new routines and resources such as hand sanitizer, antiseptic wipes, masks, or other protective equipment.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Branch and Home Office
Required Travel (%):
Personal & Commercial Banking