Mortgage Specialist Assistant

RBCWinnipeg, MB
Onsite

About The Position

As a Mortgage Specialist assistant in the Winnipeg Market, you will split support between two top producing Mortgage Specialists 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
  • 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 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
  • 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

Benefits

  • Client First, Integrity, Collaboration, Respect and Excellence values
  • Inclusive workplace with diverse perspectives
  • Supported environment for employees to perform at their best, collaborate effectively, drive innovation, and grow professionally
  • Policies and programs intended to foster a workplace based on respect, belonging and opportunity for all
  • Support for a broad range of community initiatives through donations, community investments and employee volunteer activities

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

5,001-10,000 employees

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