Mobile Mortgage Specialist Assistant
White Rock, BC, Canada
Listed on 2025-12-30
-
Business
Business Administration
Mobile Mortgage Specialist Assistant
TD Securities is growing its Mobile Mortgage Sales Force and is seeking performance‑driven individuals to join our dynamic team. The Mobile Mortgage Specialist Assistant (MMSA) supports the Mobile Mortgage Specialist by handling credit administration, customer service, and administrative tasks, enabling Specialists to focus on sales and business development.
Location & Hours- White Rock, British Columbia, Canada
- Part‑time, minimum 15 hours per week
- Remote work from home office or TD location (flexible scheduling)
- Personal & Commercial Banking
- Pay range: $23.37 – $31.20 CAD per hour (base salary may vary based on experience, geography, and business needs)
- Reports to the Manager, MMS Assistants.
- Work volumes received directly from associated MMS during scheduled hours.
- Maintains strong relationships with internal partner groups and teams; responds to questions and concerns.
- Follows up with customers to gather documentation to support credit applications.
- Maximize support in credit administration.
- Maintain good relationships with partners, handling customer problems appropriately and escalating when necessary.
- Gather client documentation after initial MMS customer meeting and process credit application.
- Process assigned work volumes accurately and efficiently, supporting the Specialist and business timelines.
- Support customer journey through deal process while clarifying mortgage suite details, product, and policy.
- Ensure all supporting documentation is received and validated according to internal processes and regulation.
- Contribute to achievement of MMS credit quality objectives and individual targets.
- Meet and exceed timeline commitments by processing transactions accurately and on time.
- Partner with administrative support groups to facilitate the end‑to‑end credit decision process.
- Support sales goals and business objectives.
- Apply bank and business channel operating policies and procedures.
- Contribute to operational excellence and support process improvement opportunities.
- Escalate non‑standard or high‑risk transactions as necessary.
- Comply with Bank Code of Conduct and full mortgage suite.
- Actively participate in team meetings, employee surveys, training sessions, and performance management.
- Support the team by sharing knowledge and assisting others with assigned duties.
- Contribute to a fair, positive, and equitable environment, celebrating a diverse workforce.
- Serve as a brand ambassador internally and externally.
- Requires established customer service skills for routine activities and multi‑step customer transactions.
- Broad knowledge of basic product suite.
- Understand role integration within customer and sales teams.
- Identify, assess, and report customer problems; use standard procedures; escalate when required.
- Impact team results through quality service and information.
- Recommend process improvements within own work area.
- Communicate product/process information clearly and effectively.
- Report to a Manager or above.
- Minimum one year experience in a client‑facing and/or administrative role.
- Mortgage or credit lending experience.
- Superior computer and technology skills.
- Proficiency with MS Office suite (Word, Excel, PowerPoint).
- Highly organized, self‑starter, able to work independently and multi‑task in a fast‑paced environment.
- Excellent time‑management skills with strong SLA compliance.
- High-level accuracy and attention to detail.
- Excellent customer service and interpersonal communication skills.
- Willingness to work variable hours, including evenings and weekends.
Jobs are subject to provincial regulation for employment purposes. Each province or territory within Canada may have its own requirements.
Colleague Development & TrainingYou will receive training and onboarding sessions and have ongoing career, development, and performance conversations with your manager. Access to an online learning platform and mentoring programs is provided.
Interview ProcessWe will reach out to candidates of interest to schedule interviews and communicate outcomes via email or phone.
AccommodationAccessibility is important to us. Let us know if you need accommodations, such as accessible meeting rooms or captioning for virtual interviews.
Language Requirement (Quebec Only)Sans Objet
Seniority level- Entry level
- Part‑time
- Finance and Sales
- Investment Banking
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