Mortgage Support Specialist: Client-Driven Ops

RBC

Toronto

On-site

CAD 42,000 - 62,000

Full time

12 days ago
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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

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.

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