Mobile Mortgage Specialist

5 months ago

Kitchener, Canada TD Bank Full time

**Mobile Mortgage Specialist**:

- 418598BR

**Job Category - Primary**
- Sales & Business Development

**Work Location**
- 4233 King Street East

**Employment Type**
- Regular

**City**
- Kitchener

**Time Type**
- Full Time

**Province/State**
- Ontario

**Hours**
- 37.5

**Workplace Model**
- Hybrid

**Pay Details**

**Department Overview**
- Obtain residential mortgage business and place those customers within the TD branch network.
- The MMS is accountable to retain and expand client and partner relationships. They establish mortgage development initiatives to target referrals from realtors, builders, financial planners, and other quality centers of influence to build a pipeline of business.
- Develop and deepen the banking relationships of new and existing customers and provide them with appropriate products and services to address their mortgage lending needs in support of the end to end complete customer journey strategy.

**Job Details**

**KEY ACCOUNTABILITIES**

**CUSTOMER**
- Identify client life and financial goals, potential barriers, provide recommendations, and ongoing relationship / portfolio management
- Identify opportunities to refer clients to Partners (i.e., across Wealth, Retail, Small Business Banking, Commercial)
- Provide ongoing comprehensive reviews of clients’ financial circumstances and create long-term relationships by providing financial planning expertise and ongoing services.
- Create a legendary customer experience at every interaction and deliver a positive “First Impression’” by engaging customers in a range of sales, service and informational conversations
- Provide sound advice to customers and look for ways to contribute to the ongoing improvement of the 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 in mortgage lending industry, and economic trends
- Proactively obtain expert knowledge of TD mortgage lending products and sound knowledge of products
- Ensure customer problems are handled professionally, escalating issues to management when necessary
- Build and exhibit sales skills and credit knowledge and 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 the 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, to ensure value-added reporting and analysis is provided to your team and partners 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 escalate 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 and keep 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

**Job Requirements**

**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 the completion of assigned duties

  • Mobile Mortgage Specialist

    5 months ago

    Kitchener, Canada DUCA Financial Services Credit Union Ltd. Full time

    **Why DUCA?** We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to...

  • Mobile Mortgage Specialist Assistant

    5 months ago

    Kitchener, Canada TD Bank Full time

    **Work Location**: Kitchener, Ontario, Canada **Hours**: 1 **Line of Business**: Personal & Commercial Banking **Pay Details**: **Start an exciting career with one of the strongest financial institutions in Canada. TD is growing their Mobile Mortgage Sales Force and is seeking performance-driven individuals to join our dynamic team!** **The TD Mobile...

  • Mobile Mortgage Specialist, Kitchener

    3 months ago

    Kitchener, Canada TD Bank Full time

    **Work Location**: Canada **Hours**: 37.5 **Line of Business**: Personal & Commercial Banking **Pay Details**: **TD Canada Trust is TD's customer-focused personal and small business banking business. Serving more than 11 million customers nationally, TD Canada Trust provides a full range of financial products and services through its branch banking...

  • Mobile Mortgage Advisor

    2 months ago

    Kitchener, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Mortgage Agent/ Mortgage Broker

    2 months ago

    Kitchener-Waterloo, Canada Breezeful Full time

    **Who are we?** **Nationwide**: Breezeful is Canada's tech-enabled mortgage brokerage operating in Ontario, British Columbia, Alberta, New Brunswick, Saskatchewan and Nova Scotia. **We're proudly backed and under Dominion Lending Center (DLC), boasting an impressive mortgage volume exceeding $50B. **Our aim is to provide a convenient and efficient way for...

  • Regional Vice President

    5 months ago

    Kitchener, Canada BMO Financial Group Full time

    795 Ottawa St S Kitchener Ontario,N2E 0A5 - As a Regional Vice President, Mortgage Specialists you are a BMO Brand Ambassador within the region you serve. As RVP you are at the centre of the home financing business outcomes within the region. Working collaboratively with both local and national (Specialized Sales) senior leadership teams you will play a key...

  • Retail Specialist

    5 months ago

    Kitchener, Canada Freedom Mobile Full time

    A little about us At Freedom, we’re proud to be leaders in a movement that brings affordable wireless services to Canadians - we’re always on the lookout for go-getters that are committed to disrupting the status quo. Does that sound like you? We’d love to meet you. The role If you’re an upbeat, self-starter who genuinely enjoys interacting with...

  • Mobile Crane Operator

    4 weeks ago

    Kitchener, Ontario, Canada Ontario Limited Full time

    Job Title: Mobile Crane Operator - Heavy Equipment SpecialistJob Summary: We are seeking a skilled Mobile Crane Operator to join our team at Ontario Limited. As a Mobile Crane Operator, you will be responsible for operating mobile and tower cranes to lift, move, position or place equipment and materials.Key Responsibilities:Operate mobile and tower cranes to...

  • Mobile Denturist

    7 months ago

    Kitchener, Canada ON-SITE SPECIALISTS Full time

    On-Site Specialists is looking to recruit dedicated Independent, mobile denturists to perform house call denture services to residents living in contracted long-term care homes and retirement facilities. We are looking to recruit an independent, mobile denturist for the **Kitchener/Guelph **area. **Why On-Site Specialists?** - Pre-booked clients - Clinics...

  • Mobile Crane Operator

    3 weeks ago

    Kitchener, Ontario, Canada Ontario Limited Full time

    Job Title: Mobile Crane Operator - Heavy Equipment SpecialistJob Summary: We are seeking a skilled Mobile Crane Operator to join our team at Ontario Limited. As a Mobile Crane Operator, you will be responsible for operating mobile and tower cranes to lift, move, position or place equipment and materials. You will also perform routine maintenance work, clean...

  • Mobile Crane Operator

    3 weeks ago

    Kitchener, Ontario, Canada Ontario Limited Full time

    Job Title: Mobile Crane Operator - Heavy Equipment SpecialistJob Summary: We are seeking a skilled Mobile Crane Operator to join our team at Ontario Limited. As a Mobile Crane Operator, you will be responsible for operating mobile and tower cranes to lift, move, position or place equipment and materials. You will also perform routine maintenance work, clean...

  • Loan Processing Specialist

    1 month ago

    Kitchener, Ontario, Canada CB Canada Full time

    About the RoleWe are seeking a highly skilled Mortgage Administrator to join our team at CB Canada. As a Mortgage Administrator, you will play a critical role in supporting our mortgage underwriting team.Key ResponsibilitiesAssist the mortgage underwriting team in reviewing and processing mortgage applications.Manage and maintain accurate records of mortgage...

  • Personal Banking Specialist

    5 months ago

    Kitchener, Canada Libro Credit Union Full time

    Career Opportunity Libro is growing - and Libro is hiring. Our expansion plans include a series of new hires across southwestern Ontario. Take a look. Who We Are Imagine working for an organization where every employee and customer is an Owner. No matter whether a customer Owner or employee Owner, everything we do at Libro is about helping people prosper....

  • Accessible Mobility Solutions Specialist

    3 days ago

    Kitchener, Ontario, Canada CB Canada Full time

    We are Motion, a company that specializes in making life accessible for all. At Motion, we have undergone a recent transformation and are excited about the opportunities this brings.Our team is looking for a Service Technician to join us in Kitchener. As a Service Technician, you will be responsible for providing exceptional customer service and ensuring...

  • Mobile Crane Operator

    4 weeks ago

    Kitchener, Ontario, Canada Ontario Limited Full time

    Job SummaryWe are seeking a skilled Mobile Crane Operator to join our team at Ontario Limited. As a Mobile Crane Operator, you will be responsible for safely operating mobile and tower cranes to lift, move, and position equipment and materials.Key ResponsibilitiesOperate mobile and tower cranes to lift, move, and position equipment and materialsClean and...

  • Heavy Equipment Operator

    3 weeks ago

    Kitchener, Ontario, Canada Ontario Limited Full time

    Job SummaryWe are seeking a skilled Mobile Crane Operator to join our team at Ontario Limited. As a Mobile Crane Operator, you will be responsible for safely operating mobile and tower cranes to lift, move, position or place equipment and materials.Key ResponsibilitiesOperate mobile and tower cranes to lift, move, position or place equipment and...

  • Mobile Crane Operator

    4 weeks ago

    Kitchener, Ontario, Canada Ontario Limited Full time

    Job SummaryWe are seeking a skilled Mobile Crane Operator to join our team at Ontario Limited. As a Mobile Crane Operator, you will be responsible for safely operating mobile and tower cranes to lift, move, position or place equipment and materials.Key ResponsibilitiesOperate mobile and tower cranes to lift, move, position or place equipment and...

  • Mobile Crane Operator

    4 weeks ago

    Kitchener, Ontario, Canada Ontario Limited Full time

    Job SummaryWe are seeking a skilled Mobile Crane Operator to join our team at Ontario Limited. As a Mobile Crane Operator, you will be responsible for safely operating mobile and tower cranes to lift, move, and place equipment and materials. You will also perform routine maintenance work, clean and lubricate cranes, and clean and lubricate equipment and...

  • Senior Mobility Consultant

    3 days ago

    Kitchener, Ontario, Canada Motion Full time

    About MotionMotion is a leading full-service mobility and accessibility solutions provider with over 35 years of experience serving communities across Canada.The Role:We are seeking a highly skilled Senior Mobility Consultant to join our sales and service team in Kitchener. As a key member of our team, you will work directly with clients to understand their...

  • IT Support Specialist

    1 week ago

    Kitchener, Ontario, Canada D2L Full time

    About the Role:D2L is seeking an IT Support Specialist to join our team. As an IT Support Specialist, you will provide technical assistance to end-users, plan and research new support technologies, and develop processes using the latest technology.Key Responsibilities:Participate in the experimental design processCollaborate closely with Project Managers and...