Mortgage Specialist Assistant - RBC, Toronto

About the role

As a Mortgage Specialist Assistant at RBC in Toronto, you will support a top-producing mortgage specialist in meeting sales objectives and related activities by providing value-added administrative service and support. This position involves primarily responsive client contact management and developing relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently.

Your day-to-day responsibilities will 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.
• Leverage familiarity with key referral sources and a strong knowledge of the mortgage process to facilitate solutions and problem resolutions.
• Demonstrate personal commitment to ensure skills and knowledge are up-to-date and meet position requirements.
• Take the initiative to keep informed of current events, market news, and internal information on RBCnet and applicable internal sites.
• Manage the Mortgage Specialist’s e-mail and mail, proactively responding to correspondence and requests while prioritizing items for the Mortgage Specialist to read.
• Ensure the Mortgage Specialist’s diary is effectively time-managed to create capacity for all required activities.
• Manage office routines and expenses, ensuring efficiency is maintained through the availability of equipment and supplies and effective management of files and records.
• Ensure the Mortgage Specialist’s needs are proactively identified and provide required information or documents for them to complete duties, including gathering and preparing material required for presentations and marketing initiatives.
• Support the Mortgage Specialist to complete and validate Homebase files and ensure due diligence requirements have been met prior to submission to Credit Granting.

What you'll bring

To succeed in this RBC careers opportunity, applicants must meet the following must-have qualifications:

• 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, including oral and written skills, and good business writing.
• Strong organizational skills with the ability to multi-task and prioritize.
• Strong computer skills in Microsoft Office including Word, PowerPoint, Excel, and Outlook.
• Experience with emerging communications and technology, such as web-based meetings, social media, digital banking, and mobile applications.

The following nice-to-have skills and assets are also valued for the role:

• Resourcefulness and ability to work independently.
• Sales-oriented, self-motivated, self-managed, and able to thrive in a fast-paced environment.
• Strong problem-solving skills with a sense of urgency.
• Knowledge of Royal Bank systems including Sales and Service Platform and RBCNet.
• Strong knowledge of the mortgage process and Home Financing products.

Your impact

Working at RBC gives you the ability to make a difference and a lasting impact. You will work in a dynamic, collaborative, progressive, and high-performing team with opportunities to do challenging work. Together, you will help deliver trusted advice to help clients thrive and communities prosper, achieving mutual success while supporting shared values of client first, integrity, collaboration, respect, and excellence.

About the company

RBC is one of the largest and most successful banks in the world, guided by shared values of winning together as One RBC. The company believes that an inclusive workplace featuring diverse perspectives is core to its continued growth. RBC maintains a workplace where employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally, fostering an environment based on respect, belonging, and opportunity for all.