Mobile Mortgage Specialist Assistant - Toronto, Canada - TD Bank

TD Bank
TD Bank
Verified Company
Toronto, Canada

1 week ago

Sophia Lee

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Sophia Lee

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Description
418191BR

Sales & Business Development

Toronto, ON

August 30, 2023

Hours

0

Workplace Model

Hybrid

Pay Details

Department Overview

  • Contribute to the success of the Specialist and the MMS channel by allowing the Specialist to focus on sales and business development activities.
Job Details


CUSTOMER

  • Maximize support in relation to credit administration
  • Maintain good relationships with partners including followup, 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
  • Process assigned work volumes in an accurate and efficient manner, supporting the Specialist and business timeline commitments

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
  • Contribute to business objectives for Operational Excellence and support process improvement opportunities
  • Escalate nonstandard or highrisk transactions / activities as necessary
  • Be knowledgeable of and comply with Bank Code of Conduct

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 multistep 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 nonstandard issues internally; typically addressing routine requests requiring mínimal discretion
  • Impacts team results through the quality of the services or information provided to customers
  • Follows standardized sales and customer service 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
  • Generally reports to a Manager or above
Job Requirements

  • Minimum 1 year working in a client facing and/or administrative role
Company Overview


Our Values

At TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior.

In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care.

No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.


Making Your Well-being a Priority
A caring and supportive culture that promotes colleague well-being is core to who we are.

At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional.

In addition, we champion a safe, inclusive and supportive work environment to help colleagues feel a sense of belonging, and supported in their personal and professional growth.

Through our focus on total well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomesbecause when colleagues feel thei

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