Mortgage Specialist Assistant

Coquitlam, BC, Canada

Job Description


Job Summary*Credit experience is an assetWhat 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\xe2\x80\x99s e-mail/mail, proactively responding to correspondence/requests and prioritizes for Mortgage Specialist to read
  • Ensures Mortgage Specialist\xe2\x80\x99s 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\xe2\x80\x99s 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, CuriosityAdditional Job DetailsAddress: 437 NORTH RD:COQUITLAMCity: COQUITLAMCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: Personal and Commercial BankingJob Type: RegularPay Type: SalariedPosted Date: 2024-06-18Application Deadline: 2024-06-26Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at .

Royal Bank of Canada

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Job Detail

  • Job Id
    JD2313146
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Coquitlam, BC, Canada
  • Education
    Not mentioned