Mortgage Specialist Assistant

RBC; Toronto; On-site; CAD 42,000 - 62,000; Full time

Job summary

RBC is seeking a Mortgage Specialist assistant in Toronto to support a top-producing Mortgage Specialist with admin services and client management. You will handle emails, calls, scheduling, and documentation to ensure efficient processing of mortgage transactions.

The role emphasizes superior customer service, organizational skills, and proficiency with Microsoft Office, while leveraging internal RBC tools for timely delivery of client solutions.

Qualifications

• Minimum 2 years in a service and sales support role with a sales team.
• Exceptional customer service skills.
• Excellent written and verbal communication.
• Strong organizational skills; ability to multi-task and prioritize.
• Proficient in Word, PowerPoint, Excel, Outlook.

Responsibilities

• Provide superior responsive service to client requests via fax, e-mail or phone.
• Process client transactions and requests accurately and promptly.
• Know referral sources and mortgage process to enable solutions and resolutions.
• Keep skills and knowledge up to date with internal resources RBCnet and sites.
• Manage Mortgage Specialist's calendar and communications to create capacity for required activities.
• Prepare materials for presentations and marketing initiatives.

Skills

Client Centricity

Communication

Critical Thinking

Curious Mindset

Tools

Microsoft Office

Job description

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.

Job Description

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/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

• 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:
2514 BAYVIEW AVE: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:
2026-08-26

Application Deadline:
2026-09-16

Note: 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.