Mobile Mortgage Specialist Assistant

TD; Barrie; Remote; CAD 60,000 - 80,000; Part time

Job summary

A leading banking institution in Ontario is seeking a part-time Mobile Mortgage Specialist Assistant to support credit administration and customer service. This remote role allows flexible scheduling and requires proven organizational and customer service skills. Ideal candidates should have prior experience in mortgage or credit lending and be proficient in Microsoft Office. Excellent interpersonal skills are also crucial for maintaining relationships with partners and clients.

Qualifications

• Minimum 1 year in a client-facing or administrative role.
• Experience in mortgage or credit lending.
• Proficient in MS Office suite.

Responsibilities

• Support credit administration and customer service.
• Gather client documentation for credit applications.
• Maintain relationships with internal partners.

Skills

Customer service skills

Organizational skills

MS Office proficiency

Attention to detail

Time management

Job description

TD is growing their Mobile Mortgage Sales Force and is seeking performance-driven individuals to join our dynamic team! A great specialized role to start your career within MMS Channel.

The TD Mobile Mortgage Specialist (MMS) sales team is a national retail banking channel responsible for acquisition of new mortgage and home equity line of credit business within Canadian Personal Banking (CPB). Our mandate is to deliver new customers to the bank and to contribute to the volume, profits, and market share of TD's Real Estate Secured Lending.

The Mobile Mortgage Specialist Assistant (MMSA) role contributes to the success of the specialist through specialized credit support by handling credit administration, customer service, and administrative tasks, enabling Specialists to focus on sales and business development while ensuring accuracy, efficiency, and timely commitments. Maintain strong relationships with internal partner groups and teams including responding to questions and concerns. Follow up with customers to gather documentation to support processing of credit applications.

Job Details

• The position is Part-time minimum 15 hours and reports to the Manager, MMS Assistants
• Work volumes are received directly from your associated MMS during scheduled hours
• The MMS Assistant position is primarily remote, working from your home office or specific TD location
• Flexible scheduling in partnership with your associated MMS and Manager, MMS Assistants

Key Accountabilities

CUSTOMER

• 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 and process credit application
• Process assigned work volumes in an accurate and efficient manner, supporting the Specialist and business timeline commitments
• Support customer journey through deal process while responding to any mortgage suite details product / policy for clarification

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
• Be knowledgeable of full mortgage suite of products and services

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 RESL 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
• Reports to a Manager or above

What We Are Looking For

• Minimum 1 year working in a client facing and/or administrative role
• Have mortgage/credit lending experience
• Have superior computer / technology skills
• Have superior proficiency with MS Office suite, including Word, Excel and PowerPoint
• Be highly organized and a self-starter, able to work independently and multi-tasking in a fast-paced, competitive market
• Demonstrate excellent time-management skills, and be able to meet/exceed timelines and SLA expectations from a customer as well as business-partner perspective
• Demonstrate high-level accuracy and attention to detail
• Demonstrate excellent customer service skills, leveraging strong interpersonal and communication skills
• Be willing to work variable hours, including evenings and weekends