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
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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