Mortgage Specialist Assistant

RBC; Winnipeg; On-site; CAD 40,000 - 60,000; Full time

Job summary

A leading financial institution in Winnipeg is seeking a Mortgage Specialist assistant to support a top-producing Mortgage Specialist. The role requires excellent customer service and communication skills, as well as strong organizational abilities. The ideal candidate has at least 2 years of experience in a sales support role and is proficient in Microsoft Office. This is a full-time position with a commitment to inclusivity and professional growth.

Qualifications

• Minimum 2 years in a service and sales support role.
• Exceptional customer service and excellent communication skills required.
• Strong organizational and multi-tasking abilities.

Responsibilities

• Provide superior execution and delivery of client transactions.
• Manage correspondence for the Mortgage Specialist.
• Ensure efficiency in office routines and supplies.

Skills

Customer service skills

Communication skills

Organizational skills

Microsoft Office

Problem-solving skills

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Microsoft Outlook

Job description

Overview

What is the opportunity?

As a Mortgage Specialist assistant in the Winnipeg Market 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.

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

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, Curiosity

Additional Job Details

Address: 1399 MCPHILLIPS ST, WINNIPEG

City: Winnipeg

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-09-18

Application Deadline: 2025-10-03

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.