Mortgage Specialist Assistant

RBC • Clarington, ON

6d • Onsite

About The Position

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 primarily responsive client contact management and develop relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently.

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).

Nice To Haves

• 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.
• Strong knowledge of the mortgage process and Home Financing products is an asset.

Responsibilities

• Consistently provide superior responsive execution and delivery of client transactions/requests.
• 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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed