Mobile Mortgage Specialist Assistant

Description

TD is growing their Mobile Mortgage Sales Force and is seeking performance‑driven individuals to join our dynamic team A great specialized role to start your career within MMS Channel.

The TD Mobile Mortgage Specialist (MMS) sales team is a national retail banking channel responsible for acquisition of new mortgage and home equity line of credit business within Canadian Personal Banking (CPB). Our mandate is to deliver new customers to the bank and to contribute to the volume, profits, and market share of TD's Real Estate Secured Lending.

The Mobile Mortgage Specialist Assistant (MMSA) role contributes to the success of the specialist through specialized credit support by handling credit administration, customer service, and administrative tasks, enabling Specialists to focus on sales and business development while ensuring accuracy, efficiency, and timely commitments. Maintain strong relationships with internal partner groups and teams including responding to questions and concerns. Follow up with customers to gather documentation to support processing of credit applications.

Job Details

- The position is Part‑time minimum 15 hours and reports to the Manager, MMS Assistants

- Work volumes are received directly from your associated MMS during scheduled hours

- The MMS Assistant position is primarily remote, working from your home office or specific TD location

- Flexible scheduling in partnership with your associated MMS and Manager, MMS Assistants

Key Accountabilities

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 and process credit application

- Process assigned work volumes in an accurate and efficient manner, supporting the Specialist and business timeline commitments

- Support customer journey through deal process while responding to any mortgage suite details product / policy for clarification

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

- 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 / activities as necessary

- Be knowledgeable of and comply with Bank Code of Conduct

- Be knowledgeable to full mortgage suite of products and services

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 minimal discretion

- Impacts team results through the quality of the services or information provided to customers

- Follows RESL 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

- Reports to a Manager or above

What we are looking for

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

- Have mortgage / credit lending experience

- Have superior computer / technology skills

- Have superior proficiency with MS Office suite, including Word, Excel and PowerPoint

- Be highly organized and a self‑starter, able to work independently and multi‑tasking in a fast‑paced, competitive market

- Demonstrate excellent time‑management skills, and be able to meet / exceed timelines and SLA expectations from a customer as well as business‑partner perspective

- Demonstrate high‑level accuracy and attention to detail

- Demonstrate excellent customer service skills, leveraging strong interpersonal and communication skills

- Be willing to work variable hours, including evenings and weekends

Who We Are

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches / stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well‑being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and wellbeing benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Additional Information

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you

Language Requirement (Quebec only)

Sans Objet

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