Mortgage Specialist Assistant

RBC; Halifax; Remote; CAD 25,000 - 35,000; Part time

Job summary

A leading financial services provider is seeking a Mortgage Specialist Assistant to support top Mortgage Specialists. This part-time position focuses on delivering excellent client service, managing transactions, and providing administrative support. Ideal candidates will have strong organizational skills and excellent communication abilities, with at least 2 years of relevant experience in service and sales support roles.

Qualifications

• At least 2 years in a service and sales support role.
• Exceptional customer service skills.
• Strong organizational skills with multitasking ability.

Responsibilities

• Provide responsive service to client requests via various communication channels.
• Manage client transactions and support Mortgage Specialists.
• Maintain office routines, supplies, and records efficiently.

Skills

Client Centricity

Communication

Critical Thinking

Curiosity

Tools

Microsoft Office Suite

Job description

Job Summary

Job Description

• This role requires the candidate to have a suitable setup to work from a home office.

What is the opportunity?

As a Mortgage Specialist Assistant, you will support two top-producing Mortgage Specialists in meeting sales objectives by providing administrative support and excellent client service. Your role involves managing client contacts, developing relationships with service partners, and ensuring efficient transaction processing.

What will you do?

• Provide responsive service to client requests via fax, email, and phone
• Execute and deliver client transactions efficiently
• Familiarize with referral sources and mortgage processes to facilitate solutions
• Keep skills and knowledge up-to-date
• Stay informed about market news and internal updates
• Manage Mortgage Specialist’s email, mail, and diary effectively
• Maintain office routines, supplies, and records efficiently
• Proactively identify Mortgage Specialist’s needs and prepare necessary materials
• Support in completing and validating Homebase files and due diligence

What do you need to succeed?

• Must-have
• At least 2 years of experience in a service and sales support role
• Exceptional customer service skills
• Excellent communication skills, both oral and written
• Strong organizational skills with the ability to multitask
• Proficiency in Microsoft Office Suite
• Experience with digital communication tools and technologies

• Nice-to-have
• Ability to work independently and resourcefully
• Sales-oriented and self-motivated
• Strong problem-solving skills
• Knowledge of RBC systems and mortgage products is an asset

Job Skills

Client Centricity, Communication, Critical Thinking, Curiosity

Additional Job Details

Address: 9 PEAKVIEW WAY, HALIFAX, CANADA

Work hours/week: 25

Employment Type: Part-time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2023-05-29

Application Deadline: 2023-06-09

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

Inclusion and Equal Opportunity Employment

At RBC, we believe in an inclusive workplace that values diversity. We are committed to providing a supportive environment where all employees can thrive, collaborate, and grow professionally. We foster a culture of respect, belonging, and opportunity for all.

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