Mortgage Planning Specialist

Personal & Commercial Banking

23.37 - $31.20 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. TD is growing their Mobile Mortgage Sales Force and is seeking performance-driven individuals to join our dynamic team! 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 TDs 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. Follow up with customers to gather documentation to support processing of credit applications.

The position is part-time minimum 15 hours and reports to the Manager MMS Assistants
We may be able to offer additional hours of work up to 37.5 hours per week dependent on business volumes
The MMS Assistant position is primarily remote working from your home office or a specific TD location
Flexible scheduling in partnership with your associated MMS and Manager MMS Assistants

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 Support customer journey through deal process while responding to any mortgage suite details product / policy for clarification

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
Partner with administrative support groups to facilitate the end-to-end credit decision process
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

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
Act as a brand ambassador for your business area/function and the bank both internally and/or externally

Requires established customer service skills to perform a range of routine activities and multi-step customer transactions generally with limited financial impact
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; Impacts team results through the quality of the services or information provided to customers
Requires working knowledge and skills developed through formal training or work experience
Minimum 1 year working in a client facing and/or administrative role
Have mortgage/credit lending experience
Have superior computer / technology skills
Have superior proficiency with MS Office suite including Word Excel and PowerPoint
Demonstrate excellent time-management skills and be able to meet/exceed timelines and SLA expectations from a customer as well as business-partner perspective
Demonstrate excellent customer service skills leveraging strong interpersonal and communication skills
Be willing to work variable hours including evenings and weekends

#TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day we deliver legendary customer experiences to over 27 million households and businesses in Canada the United States and around the world. More than 95000 TD colleagues bring their skills talent and creativity to the Bank those we serve and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers communities and colleagues.

TD is deeply committed to being a leader in customer experience that is why we believe that all colleagues no matter where they work are customer facing. As we build our business and deliver on our strategy we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether youve got years of banking experience or are just starting your career in financial services we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs were here to support you towards your goals. Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial physical and mental well-being goals. Total Rewards at TD includes a base salary variable compensation and several other key plans such as health and well-being benefits savings and retirement programs paid time off banking benefits and discounts career development and reward and recognition programs. Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were committed to providing the support our colleagues need to thrive both at work and at home.

If youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll have regular career development and performance conversations with your manager as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience or you want to coach and inspire your colleagues there are many different career paths within our organization at TD and were committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.

We do our best to communicate outcomes to all applicants by email or phone call.

Please let us know if youd like accommodations (including accessible meeting rooms captioning for virtual interviews etc.) to help us remove barriers so that you can participate throughout the interview process.
Language Requirement (Quebec only):