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About the Role
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. You will provide responsive client contact management and develop relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently.
Responsibilities
- 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
Requirements
- 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
Skills
- Client Centricity
- Communication
- Critical Thinking
- Curious Mindset
- Knowledge of Royal Bank systems including Sales & Service Platform and RBCNet
- Strong knowledge of the mortgage process and Home Financing products
Location
- 429 COLLEGE ST:TORONTO
- Toronto
- Canada
Work Type
- Full time
Experience Level
- Minimum 2 years
About the Company
- At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC.
- We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world.
- Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
- RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
- 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.