Mortgage Specialist Assistant
Core
Administrative and operational support for a top-producing Mortgage Specialist, managing client communications, transaction processing, and office routines.
Role type
Mortgage Specialist Assistant (Administrative Support)
Builds
Mortgage transactions and client service delivery for RBC
Domain
Banking / Mortgage Lending
Deliverable
client delivery
Required skills
Client service, transaction processing, office management, Microsoft Office (Word, Excel, Outlook), multi-tasking, business writing
Preferred skills
Mortgage process knowledge, RBCNet system familiarity, sales orientation, problem solving
Responsibilities
Manage client fax/email/telephone requests, process client transactions, manage Mortgage Specialist's email/mail and diary, manage office routines and expenses, prepare materials for presentations, validate Homebase files for due diligence
Seniority
Entry-level to Junior, hands-on support