Mortgage Specialist Assistant

RBC

Toronto

On-site

CAD 42,000 - 65,000

Full time

11 days ago
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Job summary

RBC in Toronto is seeking a Mortgage Specialist assistant to support a top producing Mortgage Specialist by delivering high-quality administrative service and proactive client contact management. You will help keep diaries, manage correspondence, prepare materials for presentations, and ensure due diligence for home financing files.

You will collaborate with service partners, stay informed on market news, and contribute to meeting sales objectives while maintaining efficient office operations

Qualifications

  • Minimum 2 years in a service and sales support role with a sales team.
  • Exceptional customer service skills.
  • Excellent communication skills, both written and verbal.
  • Strong organizational ability and multi-tasking.
  • Proficient in Microsoft Office (Word, Excel, Outlook) and business writing.

Responsibilities

  • Provide superior responsive service to client requests via fax, email, and phone.
  • Execute client transactions and requests accurately and promptly.
  • Familiar with key referral sources and mortgage processes to support solutions.
  • Keep Mortgage Specialist informed and prepared with necessary materials for presentations.

Skills

Customer service
Communication skills
Organizational skills
Microsoft Office
Multitasking

Tools

Microsoft Word
Microsoft Excel
PowerPoint
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 is the opportunity?

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/requestsand 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/documentsfor 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,socialmedia, 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
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.

  • 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, Curious Mindset

Additional Job Details
Address:

429 COLLEGE ST:TORONTO

City:

Toronto

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-28

Application Deadline:

2026-10-12

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

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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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