Mobile Mortgage Specialist Assistant

The Toronto-Dominion Bank (Canada); Barrie; On-site; CAD 40,000 - 60,000; Full time

Job summary

The Toronto-Dominion Bank is seeking an administrative professional to maximize support in credit-related tasks. The successful candidate will handle documentation, maintain relationships, and contribute to the operational excellence of the organization, aiming to create renowned customer experiences. With a pathway for personal and professional growth, this role is essential for enhancing the team's performance and achieving business objectives.

Benefits

Health benefits

Career development

Paid time off

Qualifications

• Experience in customer service or client-facing roles.
• Ability to process transactions accurately and respond to requests.
• Knowledge of banking procedures and compliance.

Responsibilities

• Maximize support in credit administration processes.
• Maintain relationships and ensure issues are handled appropriately.
• Gather and validate client documentation.

Skills

Customer service

Communication

Problem-solving

Education

Minimum 1 year in client-facing or administrative role

Job description

• 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
• Process assigned work volumes in an accurate and efficient manner, supporting the Specialist and business timeline commitments

SHAREHOLDER

• 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
• Meet and where possible exceed timeline commitments by processing transactions and replying to requests accurately and on time
• Partner with administrative support groups to facilitate the end to end credit decision process
• Support the achievement of business objectives by supporting sales goals
• 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

EMPLOYEE / TEAM

• 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
• Contribute to the success of the team by willingly assisting others in the completion of assigned duties
• Contribute to a fair, positive and equitable environment that supports a diverse workforce
• Act as a brand ambassador for your business area / function and the bank, both internally and / or externally

BREADTH & DEPTH

• Requires established customer service skills to perform a range of routine activities and multi-step customer transactions, generally with limited financial impact
• Requires a broad knowledge regarding basic product suite of business supported
• 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; typically addressing routine requests requiring minimal discretion
• Impacts team results through the quality of the services or information provided to customers
• Follows standardized sales and customer service procedures and practices and recommends opportunities to improve processes in their own work area
• Uses communication skills to exchange / clarify product / process information with composure and ensures underlying details are understood
• Requires working knowledge and skills developed through formal training or work experience
• Generally reports to a Manager or above

EXPERIENCE & EDUCATION

• Minimum 1 year working in a client facing and / or administrative role

Who We Are :

TD is one of the world's 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 95,000 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 you’ve 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, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

Our Total Rewards Package

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.

Additional Information :

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll 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 we’re committed to helping you identify opportunities that support your goals.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

Your accessibility is important to us. Please let us know if you’d 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.