Mortgage Specialist Assistant

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

Job summary

A leading financial institution in Montreal is seeking a dedicated individual to support their Mortgage Specialist. The role focuses on providing exceptional client service, managing correspondence, and ensuring efficient office operations. Ideal candidates thrive in fast-paced environments, are organizationally adept, and possess strong computer skills. Bilingualism in English and French is essential to cater to a diverse clientele. Competitive compensation and a comprehensive rewards program offered.

Benefits

Comprehensive Total Rewards Program

World-class training program in financial services

Performance-based bonuses

Qualifications

• Sales-oriented, self-motivated, and thriving in a fast-paced environment.
• Extremely organized with the ability to multi-task and prioritize.
• Bilingual (English and French) to serve diverse clients.

Responsibilities

• Provide superior responsive service to client requests.
• Manage correspondence for Mortgage Specialist.
• Ensure efficient office routines and manage expenses.

Skills

Client Centricity

Communication

Critical Thinking

Curious Mindset

Strong computer skills

Job description

Job Description

What is the opportunity?

Supports 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
• Demonstrates 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
• Ensure the mortgage Specialist's needs are proactively identified and provide the documentation and information necessary to perform their duties.

What do you need to succeed?

Must-have

• To support the position of a mobile Mortgage Specialist you should be sales-oriented, self-motivated, self-managed and thrive in a fast paced environment
• You must be able to consistently provide superior responsive service to client requests in order to build customer loyalty and trust
• You must be extremely well organized with the ability to multi-task and prioritize
• You are an energetic and enthusiastic team player who pays attention to detail
• Strong computer skills
• Strong knowledge of the mortgage process and Home Financing products is an asset
• Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including performance based bonuses, flexible benefits and competitive compensation
• Leaders who support your development through coaching and managing opportunities
• Work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services

Job Skills

Client Centricity, Communication, Critical Thinking, Curious Mindset

Additional Job Details

Address: 1 PLACE VILLE MARIE:MONTRÉAL

City: Montréal

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-12-03

Application Deadline: 2025-12-17

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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