Client Services Mortgage Assistant

4 weeks ago

Edmonton, Alberta, Canada Royal Bank of Canada> Full time

Position Overview

As a vital member of our team, the Mortgage Support Specialist will play a key role in assisting a leading Mortgage Specialist in achieving sales targets and enhancing client satisfaction through exceptional administrative support.

Key Responsibilities

  • Deliver outstanding service to clients through various communication channels including fax, email, and phone.
  • Ensure timely and accurate execution of client transactions and requests.
  • Build and maintain relationships with service partners to uphold operational standards and streamline transaction processes.
  • Stay informed about the mortgage industry and current market trends to provide informed solutions and support.
  • Manage the Mortgage Specialist's correspondence, prioritizing communications for efficient workflow.
  • Organize the Mortgage Specialist's schedule to maximize productivity and ensure all necessary activities are completed.
  • Oversee office operations, including managing supplies and maintaining organized records.
  • Proactively identify the needs of the Mortgage Specialist and prepare necessary materials for meetings and presentations.
  • Assist in the completion and validation of Homebase files, ensuring compliance with due diligence requirements.

Qualifications

Essential:

  • A minimum of 2 years of experience in a client service and sales support role, collaborating with a sales team.
  • Exceptional customer service abilities and strong communication skills, both verbal and written.
  • Excellent organizational skills with the capacity to manage multiple tasks effectively.
  • Proficient in Microsoft Office Suite, including Word, PowerPoint, Excel, and Outlook.
  • Familiarity with digital communication tools and technologies.

Preferred:

  • Ability to work independently and demonstrate resourcefulness.
  • Sales-driven mindset with a proactive approach to problem-solving.
  • Knowledge of Royal Bank systems and the mortgage process is advantageous.

Core Competencies

Client Centricity, Effective Communication, Analytical Thinking, Curiosity

Commitment to Diversity

At Royal Bank of Canada, we value diversity and inclusion as essential components of our workplace culture. We strive to create an equitable environment where all employees can thrive and contribute their unique perspectives.

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