Mobile Mortgage Specialist Assistant

6 days ago


Calgary, Canada TD Securities Full time

Mobile Mortgage Specialist Assistant | TD Securities Work Location Calgary, Alberta, Canada Hours Minimum 15 hours per week; up to 37.5 hours depending on business volume. Line of Business Personal & Commercial Banking Pay Details $23.37 - $31.20 CAD per hour. Base pay may vary based on skills, experience, geography and business needs. TD encourages candidates to discuss compensation details with recruiters. Job Description TD is expanding its Mobile Mortgage Sales Force (MMS) and seeks performance‑driven individuals to join the team. The Mobile Mortgage Specialist (MMS) sales channel acquires new mortgage and home equity line of credit business for Canadian Personal Banking. The Mobile Mortgage Specialist Assistant (MMSA) provides specialized credit support, handling credit administration, customer service, and administrative tasks so specialists can focus on sales and business development. The role maintains relationships with internal partners, responds to queries, and follows up with customers for documentation. Job Details Part‑time position, minimum 15 hours, reports to the Manager, MMS Assistants. Additional hours may be offered up to 37.5 per week based on volume. Work volumes come directly from the associated MMS during scheduled hours. Primarily remote; can work from home or a TD location. Flexible scheduling in partnership with the associated MMS and Manager. Key Accountabilities CUSTOMER Maximize support in credit administration. Maintain good relationships with partners, follow up, respond to questions, and ensure customer issues are handled appropriately, escalating to MMS or DM when necessary. Gather client documentation after initial MMS customer meeting and process credit applications. Process assigned work volumes accurately and efficiently, supporting specialist and business timelines. Support customer journey through deal process and answer queries about mortgage suite details, product or policy. SHAREHOLDER Ensure all supporting documentation is received and validated according to internal processes and regulation. Contribute to achievement of MMS credit quality objectives and meet or exceed individual targets. Meet and, where possible, exceed timeline commitments by processing transactions and replying to requests accurately and on time. Partner with administrative support groups to facilitate end‑to‑end credit decision process. Support the of business objectives by supporting sales goals. Understand and apply bank and business channel operating policies and procedures. Contribute to business objectives for Operational Excellence and support process improvement opportunities. Escalate non‑standard or high‑risk transactions or activities as necessary. Be knowledgeable of and comply with Bank Code of Conduct. Be knowledgeable of the full mortgage suite of products and services. EMPLOYEE / TEAM Participate fully as a member of the team, promote service quality, innovation, and teamwork, and ensure timely communication of issues. Support the team by continuously enhancing knowledge and expertise in own area and participate in knowledge transfer. Actively participate in the performance management process to support personal and professional development objectives, including coaching sessions. Participate in team meetings, employee surveys, action planning, and training sessions. Contribute to team success by assisting others in completing assigned duties. Contribute to a fair, positive and equitable environment that supports a diverse workforce. Act as a brand ambassador for your business area/function both internally and externally. BREADTH & DEPTH Requires established customer service skills to perform routine activities and multi‑step customer transactions with limited financial impact. Requires broad knowledge of the basic product suite supported by the business. Understands how assigned duties relate to others in the customer or sales team and how the team integrates with others. Identifies and assesses customer problems in straightforward situations, escalates non‑standard issues internally. Impacts team results through the quality of services or information provided to customers. Follows RESL procedures and practices, recommends opportunities to improve processes in own work area. Uses communication skills to clarify product/process information with composure and ensures underlying details are understood. Requires working knowledge and skills developed through formal training or work experience. Reports to a Manager or above. What We Are Looking For Minimum 1 year in a client‑facing and/or administrative role. Mortgage/credit lending experience. Superior computer/technology skills. Proficiency with MS Office suite (Word, Excel, PowerPoint). Highly organized, self‑starter, able to work independently and multitask in a fast‑paced, competitive market. Excellent time‑management skills, able to meet/exceed timelines and SLA expectations from both customer and business partner perspectives. High‑level accuracy and attention to detail. Excellent customer service skills and strong interpersonal and communication skills. Willingness to work variable hours, including evenings and weekends. Who We Are TD is one of the world's leading global financial institutions and the fifth largest bank in North America by branches. We deliver legendary customer experiences to over 27 million households and businesses. With more than 95,000 colleagues, we are committed to being a leader in customer experience, innovation, and growth. Our Total Rewards Package 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. Additional Information This role is subject to provincial regulation for employment purposes. Each province or territory may have individual regulations and requirements. Colleague Development We offer career, development, and performance conversations, access to an online learning platform, mentoring programs, and a variety of career paths to support growth. Training & Onboarding Training and onboarding sessions will ensure success in the role. Interview Process Interviewers will schedule interviews with selected candidates; outcomes will be communicated by email or phone. Accommodation Accessibility is important. Notify us if you need accommodations—such as accessible meeting rooms, captioning for virtual interviews—to remove barriers. Language Requirement (Quebec Only) Sans Objet Seniority level Entry level Employment type Part‑time Job function Finance and Sales Industries Investment Banking Referrals increase your chances of interviewing at TD Securities by 2x. Get notified about new Mortgage Assistant jobs in Calgary, Alberta, Canada. #J-18808-Ljbffr



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