Mortgage Specialist Assistant

RBC; Mississauga; On-site; CAD 30,000 - 60,000; Full time

Job summary

A leading financial institution in Mississauga is seeking a Mortgage Specialist assistant to support a top Mortgage Specialist. Responsibilities include client contact management, prioritizing communications, and ensuring operational efficiency. The ideal candidate has at least 2 years of sales support experience, exceptional customer service skills, and is proficient in Microsoft Office. Opportunities for impactful work and collaboration are offered.

Benefits

Ability to make a difference

Dynamic team environment

Challenging work opportunities

Qualifications

• Minimum 2 years in a service and sales support role.
• Fluent in Korean is a plus.
• Strong problem-solving skills with a sense of urgency.

Responsibilities

• Provide superior client service via various communication methods.
• Manage Mortgage Specialist’s correspondence and diary effectively.
• Gathers material for presentations and marketing initiatives.

Skills

Exceptional customer service skills

Excellent communication skills

Strong organizational skills

Strong computer skills in Microsoft Office

Client Centricity

Critical Thinking

Curiosity

Tools

Microsoft Word

Microsoft Power Point

Microsoft Excel

Microsoft Outlook

Job description

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 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

• Fluent in Korean.
• 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.

What’s in it for you?

• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high‑performing team.
• Opportunities to do challenging work.

Job Skills

• Client Centricity
• Communication
• Critical Thinking
• Curiosity

Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps 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.