Mortgage Specialist Assistant

4 days ago

Coquitlam, Canada Royal Bank of Canada Full time
Job Summary

Job Description

*Credit experience is an asset

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, Curiosity

Additional Job Details

Address: 437 NORTH RD:COQUITLAM

City: COQUITLAM

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: Personal and Commercial Banking

Job Type: Regular

Pay Type: Salaried

Posted Date: 2024-06-18

Application Deadline: 2024-06-26

Inclusion and Equal Opportunity Employment

At 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.

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