Mortgage Specialist Assistant

Royal Bank of Canada; Fredericton; On-site; CAD 40,000 - 60,000; Full time

Job summary

Join the Royal Bank of Canada as a Mortgage Specialist assistant, where you will support a leading Mortgage Specialist with administrative and client management tasks. Leverage your communication and organizational skills to exceed client expectations and contribute to the success of the sales team. The role seeks an enthusiastic professional familiar with the mortgage process, eager to thrive in a dynamic banking environment.

Qualifications

• Minimum 2 years of service and sales support role experience.
• Excellent oral and written communication skills.
• Strong organizational skills with multi-tasking ability.

Responsibilities

• Support Mortgage Specialist by managing administrative tasks.
• Provide responsive service to client requests via fax, email, and phone.
• Ensure effective management of correspondence and schedules.

Skills

Customer Knowledge

Customer Service

Communication skills

Organizational skills

Sales Experience

Problem Solving

Tools

Microsoft Office

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.

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 Specialists e-mail / mail proactively responding to correspondence / requests and prioritizes for Mortgage Specialist to read
• Ensures Mortgage Specialists 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 Specialists 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
• Excellent communication skills oral / written skills good business writing
• Strong organizational skills with the ability to multi-task and prioritize
• Experience with emerging communications and technology (i.e. web based meetingssocial 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

Customer Knowledge Customer Service Customer Service Management Group Problem Solving Identifying Sales Opportunities Interpersonal Relationship Management Oral Communications Perseverance and Follow-Through Product Services Sales Activities

Additional Job Details

Address :

504 QUEEN ST : FREDERICTON

City : FREDERICTON

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform :

PERSONAL & COMMERCIAL BANKING

Job Type : Regular

Posted Date :

Application Deadline :

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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Required Experience :

Unclear Seniority

Key Skills

Loan Origination,Sales Experience,Microsoft Office,Financial Services,Customer Service,Organizational skills,Communication skills,Military Experience,Fair Housing Regulations,Inside Sales,Outside Sales,Word Processing

Experience : years

Vacancy : 1

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