Mortgage Specialist Assistant

RBC; Northwestern Ontario; On-site; CAD 50,000 - 60,000; Full time

Job summary

A leading Canadian bank is looking for a Mortgage Specialist assistant in Thunder Bay. The role involves supporting two top Mortgage Specialists with client management, administration, and ensuring efficient operations. Ideal candidates have over 2 years in service and sales support, exceptional communication, and strong organizational skills. This full-time position offers a dynamic work environment focused on client service and teamwork.

Qualifications

• Minimum 2 years in a service and sales support role.
• Ability to multi-task and prioritize effectively.
• Experience with web-based meetings and digital banking.

Responsibilities

• Provide superior execution of client transactions.
• Manage Mortgage Specialist's correspondence and office routines.
• Support Mortgage Specialists in preparation and due diligence.

Skills

Exceptional customer service skills

Excellent communication skills

Strong organizational skills

Strong computer skills in Microsoft Office

Sales-oriented and self-motivated

Tools

Microsoft Office

Sales & Service Platform

RBCNet

Job description

Overview

What is the opportunity?
As a Mortgage Specialist assistant in the Thunder Bay Market you will support two 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.

Responsibilities

• 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

Qualifications

• 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

Additional Job Details

Job Skills: Client Centricity, Communication, Critical Thinking, Curiosity

Location and Hours

Address: 640 RIVER ST:THUNDER BAY

City: Thunder Bay

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-09-16

Application Deadline: 2025-10-01

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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