Mobile Mortgage Specialist Assistant

412139BR

Commercial Banking

Fernie, BC

June 20, 2023

Company Overview

Department Overview
- Contribute to the success of the Specialist and the MMS channel by allowing the Specialist to focus on sales and business development activities.

**Job Description**:
**CUSTOMER**
- Maximize support in relation to credit administration
- Maintain good relationships with partners including follow-up, responding to questions, and ensuring that customer problems are handled appropriately, escalating issues to MMS or DM when necessary
- Gather client documentation after initial MMS customer meeting
- Process assigned work volumes in an accurate and efficient manner, supporting the Specialist and business timeline commitments

**SHAREHOLDER**
- Ensure all supporting documentation is received and validated, according to internal processes and/or business/industry regulation, to provide complete and accurate information for credit requests
- Contribute to achievement of MMS credit quality objectives and meeting or exceeding 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 the end to end credit decision process
- Support the achievement of business objectives by supporting sales goals
- Contribute to business objectives for Operational Excellence and support process improvement opportunities
- Escalate non-standard or high-risk transactions / activities as necessary
- Be knowledgeable of and comply with Bank Code 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
- Actively participate in the performance management process in support of own personal and professional development objectives, including coaching sessions
- Participate in team meetings, employee surveys, action planning, and training sessions
- Contribute to the success of the team by willingly assisting others in the completion of 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 and the bank, both internally and/or externally

**BREADTH & DEPTH**
- Requires established customer service skills to perform a range of routine activities and multi-step customer transactions, generally with limited financial impact
- Requires a broad knowledge regarding basic product suite of business supported
- Understands how the assigned duties relate to others in the customer or sales team and how the team integrates with others
- Identifies and assesses customer problems in straight forward situations using standard procedures, and escalates non-standard issues internally; typically addressing routine requests requiring mínimal discretion
- Impacts team results through the quality of the services or information provided to customers
- Follows standardized sales and customer service procedures and practices and recommends opportunities to improve processes in their own work area
- Uses communication skills to exchange/clarify product/process information with composure and ensures underlying details are understood
- Requires working knowledge and skills developed through formal training or work experience
- Generally reports to a Manager or above

**Requirements**:

- Minimum 1 year working in a client facing and/or administrative role

Hours

0

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.