Mortgage Specialist Assistant

RBC

Edmonton

On-site

CAD 40,000 - 65,000

Full time

11 days ago

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Job summary

RBC is seeking a Mortgage Specialist assistant in Edmonton to support a top-producing Mortgage Specialist during a maternity leave. You will handle client inquiries, document processing, and scheduling while ensuring compliance and accurate file management.

The role focuses on service excellence, mortgage process knowledge, and efficient collaboration with internal partners to meet sales objectives and maintain smooth operations.

Qualifications

  • Minimum 2 years in a service and sales support role with a sales team.
  • Exceptional customer service skills.
  • Excellent written and oral communication.
  • Strong organizational skills with the ability to multi-task.
  • Strong MS Office skills (Word, PowerPoint, Excel, Outlook).
  • Experience with web meetings, social media, digital banking, and mobile apps.

Responsibilities

  • Provide superior responsive service to client requests via fax, email, or phone.
  • Execute and deliver client transactions/requests accurately.
  • Develop knowledge of mortgage process to facilitate solutions.
  • Manage Mortgage Specialist's email/mail and prioritize for reading.
  • Maintain Mortgage Specialist's calendar to optimize time for activities.
  • Manage office routines, expenses, files and records.
  • Prepare materials for presentations and marketing initiatives.
  • Support Homebase file completion and ensure due diligence before submission.

Skills

Client service
Communication
Organizational skills
Multitasking
Written communication

Tools

Microsoft Office
Outlook
Web meetings
CRM systems

Job description

Job Description

This is a contract position to cover a Maternity Leave

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.

What will you do?
  • 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
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
  • 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-have
  • 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
Job Skills

Client Centricity, Communication, Critical Thinking, Curious Mindset

Additional Job Details
Address

6204 CURRENTS DR NW:EDMONTON

City

Edmonton

Country

Canada

Work hours/week

37.5

Employment Type

Full time

Platform

PERSONAL & COMMERCIAL BANKING

Job Type

Contract (Fixed Term)

Pay Type

Salaried

Posted Date

2026-10-30

Application Deadline

2026-11-13

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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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