Providing administrative support to management at Caisse Desjardins de l'Ouest - de - l'Île. Responsibilities include schedule management, meeting coordination, and internal communications.
About the role
- Mortgage Specialist Assistant at RBC supporting top Mortgage Specialist with administrative service and client management. Requires strong communication and organizational skills with experience in service and sales support.
Responsibilities
- 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
- 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 ensuring Mortgage Specialist’s diary is effectively time managed to create capacity for all required activities
- 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 to consistently provide superior responsiveness
- 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 applications in progress to ensure due diligence requirements have been met prior to submission to Credit Granting
- Organizing documents and collecting client signatures digitally and ensuring follow -up with our home equity closing center
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)
Benefits
- A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
- World-class training programs and career development opportunities
- The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded
- A flexible work schedule based on client preferences and your own work/life balance
- Innovative mobile technology to ensure your success
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