Mobile Mortgage Specialist

Mobile Mortgage Specialist Apply now for the Mobile Mortgage Specialist role at TD Securities. Location: Sault Ste. Marie, Ontario, Canada Hours: 37.5 per week Line of Business: Personal & Commercial Banking Compensation: $0.00/$0.00 - $0.00/$0.00 CAD. Commission-based earnings eligible. Base pay may vary based upon the candidate's skills, experience, job‑related knowledge, geographic location, and other specific business and organizational needs. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Job Description Obtain residential mortgage business and place customers within TD branch network. Accountable for retaining and expanding client and partner relationships, establishing mortgage development initiatives to target referrals from realtors, builders, financial planners, and other partners. Develop and deepen customer banking relationships, providing appropriate products and services to address mortgage needs in a complete customer journey strategy. CUSTOMER Identify client life and financial goals, potential barriers, provide recommendations, and ongoing relationship/portfolio management. Identify opportunities to refer clients to Partners across Wealth, Retail, Small Business Banking, Commercial. Provide ongoing comprehensive reviews, create long‑term relationships by providing financial planning expertise and ongoing services. Create a legendary customer experience at every interaction, delivering a positive “First Impression.” Provide sound advice, seek ways to improve overall customer experience. Support ONE TD by identifying and referring customers to internal Bank partners as appropriate. Possess comprehensive knowledge of the real estate market, competitive offers, and economic trends. Proactively obtain expert knowledge of TD mortgage lending products and sound knowledge of products. Ensure customer problems handled professionally, escalating issues to management when necessary. Build and exhibit sales skills and credit knowledge, partner effectively within TD's employee‑focused culture. Work closely with District Manager to make sales calls and conduct monthly coaching sessions. SHAREHOLDER Contribute toward the achievement of sales and business development objectives by meeting or exceeding individual monthly sales targets of mortgage products and services. Proactively promote TD’s image within the business community through participation and leadership in community business groups, professional networking events, initiatives, fundraisers, etc. Support development and implementation of reporting and processes in a compliant manner, adhering to guidelines established by business unit leadership, internal and external advisors, Audit, Risk, OSFI, and other governing bodies. Understand the market and mortgage lending industry within portfolio, ensuring value‑added reporting and analysis to team while mitigating risk to the Bank. Consistently exercise discretion in managing correspondence, information and all matters of confidentiality. Protect the interests of the organization, identify and manage risks, and elevate non‑standard, high‑risk activities as necessary. Monitor service, productivity and assess efficiency levels within own function and implement continuous process/performance improvements where opportunities exist. Adhere to internal policies/procedures and applicable regulatory guidelines, keeping abreast of emerging issues, trends and evolving regulatory requirements and assess potential impacts. Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite. Complete all compliance training and attestations within required timelines. Be knowledgeable of and comply with Bank and Industry Codes of Conduct. EMPLOYEE / TEAM Participate fully as a member of the team, promote service to the business, quality, innovation and teamwork and ensure timely communication of issues/points of interest. Support the team by continuously enhancing knowledge/expertise in own area and participate in knowledge transfer within the team and business unit. Keep current on emerging trends/developments and grow knowledge of the business, related tools and techniques. Actively participate in the performance management process in support of own personal and professional development objectives, including coaching sessions. Contribute to a fair and positive working environment that supports a diverse workforce. Participate in team meetings, employee surveys, action planning, and training sessions. Contribute to the success of the team by willingly assisting others in completion of assigned duties, providing training, coaching and/or guidance as appropriate. Act as a brand ambassador for your business area/function and the bank, both internally and/or externally. Breadth & Depth Professional role with focus on business development, customer relationship management, and/or sales advisory support within own area of specialty. Requires expanded knowledge of products/services and key competitors. Understands key business and customer drivers and processes in context of own work. Identifies referral opportunities at increasing levels of complexity. Sound knowledge of assigned customers’ needs, competitive landscape and broader market factors. Coordinates activities and timelines across multiple teams to ensure customer needs met. Executes a moderately complex sales or account management process, focusing on “features” selling and customer data gathering. Investigates and analyzes possible alternative solutions and approaches based on documentation of the customer fact pattern. Impacts sales achievement of their own and related teams. Simplifies information to customers, clarifies unique situations and leads coordination of information to ensure service and standards are met. Work performed under management guidance and supervision. May identify and contribute to problem resolution. Generally reports to a Manager or above. Experience And / Or Education Undergraduate degree or community college diploma preferred. Minimum 3 years of experience in a client‑facing, sales or relationship‑focused role. Other Information Our Total Rewards package includes a base salary, variable compensation, health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more. Additional Information: This job opportunity is subject to provincial regulation for employment purposes. Each province may have its own requirements. Colleague Development: Regular career, development, and performance conversations; access to learning platform and mentoring programs. Training & Onboarding: Training and onboarding sessions to ensure you have everything you need. Interview Process: We’ll reach out to candidates of interest to schedule an interview; we communicate outcomes by email or phone. Accommodation: Accessibility is important; let us know if you’d like accommodations. Language Requirement (Quebec Only): Sans Objet Seniority level: Mid‑Senior level Employment type: Full‑time Job function: Finance and Sales | Industries: Investment Banking Referrals increase your chances of interviewing at TD Securities by 2x. Get notified about new Mobile Mortgage Specialist jobs in Sault Ste. Marie, Ontario, Canada. We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr