Mobile Mortgage Specialist

Identify client life and financial goals and provide recommendations.,Manage client relationships and portfolios.,Refer clients to other banking partners (Wealth, Retail, Small Business, Commercial).,Conduct ongoing comprehensive financial reviews.,Create a positive customer experience.,Provide sound advice and improve overall customer experience.,Possess comprehensive knowledge of the real estate market, competitive offers, and economic trends.,Proactively obtain expert knowledge of TD mortgage lending products.,Handle customer problems professionally and escalate issues.,Build sales skills and credit knowledge.,Work with District Manager on sales calls and coaching.,Achieve sales and business development objectives, meeting individual monthly sales targets for mortgage products.,Promote TD's image in the business community.,Support compliant reporting and processes.,Understand the market and mortgage lending industry within the portfolio.,Manage confidential information.,Identify and manage risks, escalating high-risk activities.,Monitor service and productivity for process improvements.,Adhere to internal policies/procedures and regulatory guidelines.,Maintain a culture of risk management and control.,Complete all compliance training.,Comply with Bank and Industry Codes of Conduct.

Professional role focused on business development, customer relationship management, and sales advisory.,Expanded knowledge of products/services and key competitors.,Understanding of key business and customer drivers.,Ability to identify referral opportunities of increasing complexity.,Sound knowledge of assigned customers’ needs, competitive landscape, and market factors.,Coordination of activities across multiple teams.,Execution of moderately complex sales or account management processes.,Investigation and analysis of alternative solutions.

Undergraduate degree or community college diploma preferred

Subject to provincial regulation for employment purposes; requires understanding and compliance with various regulations across Canadian provinces/territories.