Mobile Mortgage Specialist

Identify client life and financial goals, potential barriers, provide recommendations, and ongoing relationship/portfolio management.,Identify opportunities to refer clients to Partners (across Wealth, Retail, Small Business Banking, Commercial).,Provide ongoing comprehensive reviews of clients’ financial circumstances and create long-term relationships through financial planning expertise.,Create a legendary customer experience and deliver a positive 'First Impression' through engaging sales, service, and informational conversations.,Provide sound advice to customers and contribute to the ongoing improvement of the overall customer experience.,Support ONE TD by identifying and referring customers to internal Bank partners.,Possess comprehensive knowledge of the real estate market, competitive mortgage lending offers, and economic trends.,Proactively obtain expert knowledge of TD mortgage lending products.,Handle customer problems professionally, escalating issues to management when necessary.,Build and exhibit sales skills and credit knowledge, partnering effectively within TD's employee-focused culture.,Work closely with District Manager for sales calls and monthly coaching sessions.,Contribute to 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 and networking events.,Support the development and implementation of compliant reporting and processes.,Understand the market and mortgage lending industry to provide value-added reporting and analysis, mitigating risk to the Bank.,Exercise discretion in managing correspondence, information, and matters of confidentiality.,Protect organizational interests by identifying and managing risks, escalating high-risk activities.,Monitor service, productivity, and assess efficiency levels, implementing continuous process improvements.,Adhere to internal policies/procedures and regulatory guidelines, staying abreast of emerging issues.,Maintain a culture of risk management and control.,Complete all compliance training and attestations within required timelines.,Comply with Bank and Industry Codes of Conduct.,Participate fully as a team member, promoting service, quality, innovation, and teamwork.,Continuously enhance knowledge/expertise and participate in knowledge transfer.,Keep current on emerging trends/developments and grow knowledge of the business.,Actively participate in performance management for personal and professional development.,Contribute to a fair and positive working environment.,Participate in team meetings, employee surveys, and training sessions.,Assist others in completing duties, provide training, coaching, and guidance.,Act as a brand ambassador for the business area/function and the bank.

Expanded knowledge of products/services and key competitors.,Understands key business and customer drivers and processes.,Identifies referral opportunities at increasing levels of complexity.,Sound knowledge of assigned customers’ needs, the competitive landscape and broader market factors.,Coordinates activities and timelines across multiple teams.,Executes a moderately complex sales or account management process, focusing on 'features' selling and customer data gathering.,Investigates and analyzes possible alternative solutions and approaches.,Impacts sales achievement of their own and related teams.,Simplifies information to customers, clarifies unique situations and leads coordination of information.,Work performed under management guidance and supervision.,May identify and contribute to problem resolution.

Undergraduate degree or community college diploma preferred

Willingness to travel for client and community engagement.