Mobile Mortgage Specialist Assistant

TD Bank; Ottawa; Remote; CAD 80,000 - 100,000; Part time

Job summary

A leading financial institution in Ottawa is seeking a Part-Time MMS Assistant. The role involves supporting credit administration and maintaining customer relationships. Ideal candidates will have client-facing experience and mortgage knowledge. Strong computer skills and flexibility to work varied hours are essential. Join a team committed to excellence and customer service.

Benefits

Competitive salary

Career development opportunities

Qualifications

• Minimum 1 year working in a client facing and/or administrative role.
• Demonstrate high accuracy and attention to detail.
• Be willing to work variable hours including evenings and weekends.

Responsibilities

• Maximize support in relation to credit administration.
• Maintain good relationships with partners and handle customer issues.
• Support customer journey through the deal process.

Skills

Client facing experience

Mortgage lending experience

Superior computer skills

MS Office proficiency

Organizational skills

Excellent communication skills

Bilingual (English/French)

Job description

Work Location

Ottawa Ontario Canada

Hours

15

Line of Business

Personal & Commercial Banking

Pay Details

$23.37 - $31.20 CAD

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 candidate’s skills and experience, job‑related knowledge, geographic location and other specific business and organizational needs.

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 to 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
• Be bilingual (English / French) or other language requirements as needed

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.

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.

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.

Language Requirement (Quebec only)

Sans Objet

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