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, and Commercial.,Provide ongoing comprehensive reviews of clients' financial circumstances and create long-term relationships through financial planning expertise and ongoing services.,Create a legendary customer experience at every interaction.,Provide sound advice to customers and contribute to the ongoing improvement of the overall customer experience.,Possess comprehensive knowledge of the real estate market, competitive offers in the mortgage lending industry, and economic trends.,Proactively obtain expert knowledge of TD mortgage lending products.,Ensure customer problems are handled professionally, escalating issues to management when necessary.,Build and exhibit sales skills and credit knowledge.,Work closely with District Manager to make sales calls and conduct monthly coaching sessions.,Contribute toward the achievement of 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 professional networking events.,Support the development and implementation of reporting and processes in a compliant manner.,Understand the market and mortgage lending industry within the portfolio to provide value-added reporting and analysis while mitigating risk to the Bank.,Consistently exercise discretion in managing correspondence, information and all matters of confidentiality.,Protect the interests of the organization – identify and manage risks, and escalate non-standard, high-risk activities as necessary.,Monitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements.,Adhere to internal policies/procedures and applicable regulatory guidelines.,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 member of the team, promote service to the business, quality, innovation and teamwork.,Continuously enhance knowledge/expertise in own area and participate in knowledge transfer within the team.,Keep current on emerging trends/developments.,Actively participate in the performance management process.,Contribute to a fair and positive working environment that supports a diverse workforce.,Participate in team meetings, employee surveys, action planning, and training sessions.,Contribute to the success of the team by willingly assisting others, providing training, coaching, and/or guidance.,Act as a brand ambassador for your business area/function and the bank.

Undergraduate degree or community college diploma preferred.,Minimum 3 years of experience working directly in a client facing, sales or relationship focused role.

Undergraduate degree or community college diploma preferred

Proactively promote TD's image within the business community through participation and leadership in community business groups, professional networking events, initiatives, fundraisers.