Mobile Mortgage Specialist

Position: Mobile Mortgage Specialist-2
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* 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
* 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
* Participate fully as a member of the team, promote service…