Mortgage Specialist Assistant

RBC; Mississauga; On-site; CAD 50,000 - 60,000; Part time

Job summary

A leading financial institution in Mississauga is looking for a Mortgage Specialist assistant to support top Mortgage Specialists in achieving their sales goals. In this part-time role, you will handle client transactions, manage communications, and ensure smooth file management. The ideal candidate has at least 2 years of experience in a customer service role, excellent communication skills, and strong Microsoft Office proficiency. This role requires a proactive approach and the ability to prioritize effectively.

Qualifications

• Minimum 2 years of excellence in a service and sales support role.
• Ability to multi-task and prioritize effectively.
• Knowledge of the mortgage process and Home Financing products is an asset.

Responsibilities

• Provide superior execution and delivery of client transactions.
• Manage the Mortgage Specialist's emails and correspondence.
• Support the Mortgage Specialist in preparing materials for presentations.

Skills

Exceptional customer service skills

Excellent communication skills

Strong organizational skills

Strong computer skills in Microsoft Office

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Microsoft Outlook

Job description

Job Description

What is the opportunity?

As a Mortgage Specialist assistant you will support a top producing Mortgage Specialists 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 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

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: MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGA

City: Mississauga

Country: Canada

Work hours/week: 25

Employment Type: Part time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-10-06

Application Deadline: 2025-12-27

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

Inclusion 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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