Mobile Mortgage Specialist Assistant Job Richmond BC Canada,Finance & Banking

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

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