Mortgage Specialist Assistant

RBC•Duncan, BC

1d•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. Provides primarily responsive client contact management. Develops relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently. Credit experience is an asset.

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
Knowledge of Royal Bank systems including Sales & Service Platform and RBCNet will be considered an asset
Strong knowledge of the mortgage process and Home Financing products is an asset

Responsibilities

Consistently provide superior responsive service to client fax / e-mail / telephone requests
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
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
Ensures 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
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 Homebase files and ensures due diligence requirements have been met prior to submission to Credit Granting