Mortgage Specialist Assistant - RBC, Montréal

Role overview

This opportunity supports a top-producing mortgage specialist in meeting sales objectives and related activities by providing value-added administrative service and support. The role involves primarily responsive client contact management and developing relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently. Note that the successful candidate must be fluent in Mandarin or Cantonese to effectively serve Asian market clients.

Day-to-day

As a mortgage specialist assistant at RBC, your day-to-day responsibilities include the following tasks:

• Consistently provide superior responsive service to client fax, e-mail, and telephone requests.
• Consistently provide superior responsive execution and delivery of client transactions and requests.
• Familiar with key referral sources and has a strong knowledge of the mortgage process which facilitates solutions and problem resolutions.
• Demonstrates 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 the mortgage specialist's e-mail and mail, proactively responding to correspondence and requests and prioritizing for the mortgage specialist to read.
• Ensures the 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.
• Ensure the mortgage specialist's needs are proactively identified and provide the documentation and information necessary to perform their duties.

Qualifications

To succeed in this administration role in Montréal, candidates must meet the following must-have requirements:

• Must be fluent in Mandarin or Cantonese to effectively serve our Asian market clients.
• To support the position of a mobile mortgage specialist you should be sales-oriented, self-motivated, self-managed, and thrive in a fast-paced environment.
• Must be able to consistently provide superior responsive service to client requests in order to build customer loyalty and trust.
• Must be extremely well organized with the ability to multi-task and prioritize.
• Energetic and enthusiastic team player who pays attention to detail.
• Strong computer skills.
• Strong knowledge of the mortgage process and home financing products is an asset.
• Bilingualism in English and French is required, as you will regularly serve clients with English and French-speaking needs.

Perks and benefits

RBC offers a supportive and rewarding work environment along with various career development advantages:

• A comprehensive Total Rewards Program including performance-based bonuses, flexible benefits, and competitive compensation.
• Leaders who support your development through coaching and managing opportunities.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• A world-class training program in financial services.