Mortgage Specialist Assistant

Royal Bank of Canada>; Cornwall; Remote; CAD 45,000 - 65,000; Full time

Job summary

A leading financial institution is seeking a Mortgage Specialist Assistant to support a top-producing Mortgage Specialist. The role includes managing client communications, ensuring efficient transaction processing, and maintaining organized documentation. The ideal candidate will have a strong service background and organizational skills to thrive in a fast-paced environment.

Benefits

Flexible benefits program

Competitive commission structure

World-class training programs

Dynamic, collaborative team environment

Flexible work schedule

Innovative mobile technology

Qualifications

• Minimum 2 years of experience in a service and sales support role.
• Strong organizational skills with multi-tasking ability.
• Experience with digital banking and communications tools.

Responsibilities

• Provide superior execution of client transactions and requests.
• Manage Mortgage Specialist's schedule and correspondence.
• Gather required materials for applications and presentations.

Skills

Client Centricity

Communication

Critical Thinking

Curiosity

Organizational Skills

Problem Solving

Job description

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.

• Please note, this is a remote working opportunity but may require occasional attendance to support the Mortgage Specialist as needed.

What will you do?

• 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

What do you need to succeed?

Must-have :

• 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
• Strong organizational skills with the ability to multi-task and prioritize
• Experience with emerging communications and technology (i.e., web based meetings,social media, digital banking, and mobile applications)

Nice-to-have :

• Bilingual in French and English would be an asset
• 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

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• 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

Job Skills

Client Centricity, Communication, Critical Thinking, Curiosity

Additional Job Details

Address :

300 PITT ST : CORNWALL

City : CORNWALL

Country : Canada

Work hours / week : Employment Type :

Platform :

PERSONAL & COMMERCIAL BANKING

Job Type : Regular

Posted Date : 2025-06-06

Application Deadline :

2025-06-20

Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above

I nclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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