Mobile Mortgage Specialist Assistant

The Toronto-Dominion Bank; Calgary; On-site; CAD 60,000 - 80,000; Part time

Job summary

The Toronto-Dominion Bank is looking for a part-time customer support representative in Calgary. This role involves contributing to credit administration, enhancing customer relationships, and supporting broader business objectives. Ideal candidates will possess strong customer service skills and at least one year of experience in a client-facing role.

Qualifications

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

Responsibilities

• Maximize support in relation to credit administration.
• Maintain good relationships with partners and handle customer problems.
• Process assigned work volumes efficiently to meet business commitments.

Skills

Loan Origination

Sales Experience

Microsoft Office

Financial Services

Customer Service

Organizational skills

Communication skills

Military Experience

Fair Housing Regulations

Inside Sales

Outside Sales

Word Processing

Job description

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidates skills and experience job-related knowledge geographic location and other specific business and organizational needs.

As a candidate you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description : 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
• 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 worlds 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 95000 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 youve 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 were 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. Learn more

Additional Information :

Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were 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 youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll 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 were committed to helping you identify opportunities that support your goals.

Training & Onboarding

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

Interview Process

Well 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 youd 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.

We look forward to hearing from you!

Language Requirement (Quebec only) :

Required Experience :

Unclear Seniority

Key Skills

Loan Origination,Sales Experience,Microsoft Office,Financial Services,Customer Service,Organizational skills,Communication skills,Military Experience,Fair Housing Regulations,Inside Sales,Outside Sales,Word Processing

Employment Type : Part-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 23 - 31

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