Mortgage Specialist Assistant

Overview

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.

• 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 ensuring Mortgage Specialist’s diary is effectively time managed to create capacity for all required activities
• 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 to consistently provide superior responsiveness
• 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 applications in progress to ensure due diligence requirements have been met prior to submission to Credit Granting
• Organizing documents and collecting client signatures digitally and ensuring follow
  -up with our home equity closing center

• 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)

• 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
• Strong knowledge of the mortgage process and Home Financing products is an asset

• A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
• World-class training programs and career development opportunities
• The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded
• A flexible work schedule based on client preferences and your own work/life balance
• Innovative mobile technology to ensure your success

• Client Centricity
• Communication
• Critical Thinking
• Curious Mindset

• Address: 195 KING ST E:
  
  CLARINGTON
• City:
  Clarington
• Country:
  Canada
• Work hours/week: 37.5
• Employment Type:
  
  Full time
• Platform: PERSONAL & COMMERCIAL BANKING
• Job Type: Regular
• Pay Type:
  
  Salaried
• Posted Date:
• Final date to receive applications: