Mobile Mortgage Specialist
Description
The Mobile Mortgage Specialist at The Toronto-Dominion Bank identifies client financial goals, provides recommendations, and manages client portfolios. The role involves proactive sales, building relationships, providing financial planning expertise, and ensuring a positive customer experience. Specialists also contribute to business development objectives, promote TD's image in the community, and adhere to compliance guidelines while mitigating risk. It's a professional role focusing on business development and customer relationship management within mortgage specialty.
What We're Looking For
Identify client life and financial goals, potential barriers, and provide recommendations.,Manage ongoing client relationships and portfolios.,Identify opportunities to refer clients to Partners across Wealth, Retail, Small Business Banking, Commercial.,Provide comprehensive reviews of clients’ financial circumstances and create long-term relationships.,Deliver a legendary customer experience and positive “First Impression”.,Provide sound advice and contribute to improving the overall customer experience.,Possess comprehensive knowledge of the real estate market, competitive offers in mortgage lending industry, and economic trends.,Proactively obtain expert knowledge of TD mortgage lending products.,Handle customer problems professionally and escalate issues when necessary.,Build sales skills and credit knowledge.,Work closely with District Manager for sales calls and coaching.,Achieve individual monthly sales targets of mortgage products and services.,Promote TD’s image within the business community through participation and leadership.,Support the development and implementation of compliant reporting and processes.,Understand the market and mortgage lending industry within the portfolio.,Exercise discretion in managing correspondence and confidential information.,Identify and manage risks, escalating high-risk activities.,Monitor service, productivity, and assess efficiency levels, implementing improvements.,Adhere to internal policies/procedures and regulatory guidelines.,Maintain a culture of risk management and control.,Complete all compliance training and attestations.,Comply with Bank and Industry Codes of Conduct.
Ideal Candidate
Undergraduate degree or community college diploma preferred.,Minimum 3 years of experience working directly in a client facing, sales or relationship focused role.
Minimum Education
Undergraduate degree or community college diploma preferred
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
About the Company
The Toronto-Dominion Bank
The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group, one of the largest banks in North America. TD provides a wide range of personal, commercial, and investment banking products and services to over 27 million customers globally. Headquartered in Toronto, Canada, the bank operates through key segments including Canadian Retail, U.S. Retail, and Wholesale Banking.
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