Mortgage Specialist

Role Overview

• 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

Requirements

• 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)

Benefits

• 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