Mortgage Specialist Assistant

RBC; Toronto; On-site; CAD 48,000 - 64,000; Full time

Job summary

RBC is seeking a Mortgage Specialist assistant to back a top-producing Mortgage Specialist in Toronto. You will handle client requests, manage scheduling, and coordinate with service partners to ensure smooth processing of mortgage transactions.

The role emphasizes responsive service, organization, and proactive support to enable sales objectives. Candidates should have at least 2 years in a sales-support role and excellent communication skills.

Qualifications

• Minimum 2 years in a service and sales support role with a sales team
• Exceptional customer service and communication skills
• Strong writing and business communication ability
• Excellent organizational and multitasking capabilities
• Proficiency in Microsoft Word, Excel, PowerPoint, Outlook
• Familiarity with web meetings, digital banking, and mobile apps

Responsibilities

• Provide superior responsive service to client requests via fax, email, and phone
• Assist Mortgage Specialist with timely execution and delivery of transactions
• Manage diaries, emails, and office routines to ensure efficiency
• Prepare materials for presentations, marketing, and Homebase file submissions
• Support due diligence and submission processes to Credit Granting

Skills

Customer service

Communication

Organization

Microsoft Office

Mortgage process knowledge

Tools

CRM/Email management

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 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, 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?

• 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: RBC WATERPARK PLACE, 88 QUEENS QUAY W: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: 2026-08-13
• Application Deadline: 2026-08-27

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.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.