Mortgage Financing Specialist
3 weeks ago
Job Description:
Customer Facing Role:
- We are seeking a Mortgage Financing Specialist to join our team, responsible for identifying client life and financial goals, providing recommendations, and ongoing relationship/portfolio management.
- The ideal candidate will have broad general knowledge of all other products to identify cross-sell opportunities and/or refer customers to internal Bank partners.
- This role requires sound advice to customers, looking for ways to contribute to the ongoing improvement of the overall customer experience.
- The selected candidate will work closely with District Managers to make sales calls and conduct monthly coaching sessions.
Key Responsibilities:
- Provide 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.
- 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.
- Refers business to One TD Partners.
Requirements:
- Undergraduate degree or community college diploma.
- Minimum 3 years of experience working directly in a client-facing, sales, or relationship-focused role.
- Product knowledge in Real Estate Secured Lending (RESL).
About Us:
TD is one of the world's leading global financial institutions, committed to delivering legendary customer experiences. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities, and colleagues.
We offer a Total Rewards package that includes a base salary, variable compensation, health and well-being benefits, savings and retirement programs, paid time off, banking benefits, and discounts. Learn more about our Total Rewards package.
Accommodation:
We are committed to accessibility and want to ensure that our interview process is accessible to all candidates. Please let us know if you require any accommodations to participate in the interview process.
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