Description
We are seeking a Mortgage Specialist Assistant to support a top-producing Mortgage Specialist in meeting sales objectives and related activities. As a Mortgage Specialist Assistant, you will provide value-added administrative service and support, primarily responsive client contact management, and develop relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently.
Responsibilities:
- Provide superior responsive service to client fax/email/telephone requests
- Execute and deliver client transactions/requests
- Utilize knowledge of mortgage process to facilitate solutions and problem resolutions
- Maintain up-to-date skills and knowledge to meet position requirements
- Manage Mortgage Specialist's email/mail, prioritize correspondence/requests, and manage diary to create capacity for required activities
- Ensure office routines and expenses are managed efficiently
- Gather and prepare material required for presentations, marketing initiatives, etc.
- Support Mortgage Specialist to complete/validate Homebase files and ensure due diligence requirements are met
Requirements:
- Minimum 2 years of demonstrated excellence in a service and sales support role
- 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 (Word, PowerPoint, Excel, Outlook)
- Experience with emerging communications and technology (web-based meetings, social media, digital banking, and mobile applications)
Nice-to-have:
- Resourcefulness and ability 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 (Sales & Service Platform and RBCNet)
- Strong knowledge of the mortgage process and Home Financing products
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