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Mobile Mortgage Specialist Assistant
Mobile Mortgage Specialist AssistantTD • Victoria, Capital Regional District, CA
Mobile Mortgage Specialist Assistant

Mobile Mortgage Specialist Assistant

TD • Victoria, Capital Regional District, CA
8 days ago
Job type
  • Full-time
Job description

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Work Location

Victoria, British Columbia, Canada

Hours

15 hours per week (part‑time)

Line Of Business

Personal & Commercial Banking

Pay Details

$23.37 - $31.20 CAD per hour. TD is committed to fair and equitable compensation opportunities. The actual base pay may vary based on skill, experience, location and business needs. Candidates are encouraged to discuss compensation with recruiters for role‑specific details.

Job Description

TD is growing its Mobile Mortgage Sales Force and is seeking performance‑driven individuals to join our dynamic team. The Mobile Mortgage Specialist (MMS) sales team is a national retail channel responsible for acquiring new mortgage and home equity line of credit business within Canadian Personal Banking (CPB). The Mobile Mortgage Specialist Assistant (MMSA) supports the specialist 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.

Job Details

  • Part‑time position, minimum 15 hours; additional hours up to 37.5 per week based on volume.
  • Work volumes are received directly from the associated MMS during scheduled hours.
  • Position is primarily remote, from home office or a specific TD location.
  • Flexible scheduling in partnership with the associated MMS and the Manager, MMS Assistants.

Key Accountabilities

Customer

  • Maximize support in credit administration.
  • Maintain good relationships with partners, following up, responding to questions and escalating issues to MMS or DM when necessary.
  • Gather client documentation after initial MMS customer meeting and process credit application.
  • Process assigned work volumes accurately and efficiently, supporting the specialist and business timelines.
  • Support the customer journey through the deal process and clarify mortgage suite details, product or policy as needed.
  • Shareholder

  • Ensure all supporting documentation is received and validated according to internal processes and regulatory requirements.
  • Contribute to achievement of MMS credit quality objectives and individual targets.
  • Meet and, where possible, exceed timeline commitments by processing transactions 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 channel operating policies and procedures.
  • Contribute to operational excellence and support process improvement opportunities.
  • Escalate non‑standard or high‑risk transactions or activities as necessary.
  • Comply with Bank Code of Conduct.
  • Be knowledgeable of the full mortgage suite of products and services.
  • Employee / Team

  • Participate fully as a team member, promoting service quality, innovation and teamwork, and ensuring timely communication of issues.
  • Continuously enhance knowledge and engage in knowledge transfer within the team and business unit.
  • Actively participate in performance management to support personal and professional development, including coaching sessions.
  • Participate in team meetings, employee surveys, action planning and training sessions.
  • Assist others in completing assigned duties to contribute to team success.
  • Create a fair, positive and equitable environment supporting a diverse workforce.
  • Act as a brand ambassador for the business area / function internally and externally.
  • Breadth & Depth

  • Requires established customer service skills for routine activities and multi‑step transactions.
  • Broad knowledge of the basic product suite.
  • Understanding of how assigned duties relate to others in the customer or sales team.
  • Identifies and assesses customer problems using standard procedures, escalating non‑standard issues.
  • Impacts team results through service quality and information accuracy.
  • Follows RESL procedures and practices, recommending process improvements.
  • Uses communication skills to clarify product and process information with composure.
  • Develops required working knowledge through formal training or experience.
  • Reports to a Manager or higher.
  • What We Are Looking For

  • Minimum of 1 year in a client‑facing and / or administrative role.
  • Mortgage / credit lending experience.
  • Superior computer and technology skills, including MS Office (Word, Excel, PowerPoint).
  • Highly organized self‑starter, capable of working independently and multi‑tasking in a fast‑paced environment.
  • Excellent time‑management skills and ability to meet or exceed timelines and SLA expectations.
  • High-level accuracy and attention to detail.
  • Excellent customer service and strong interpersonal and communication skills.
  • Willingness to work variable hours, including evenings and weekends.
  • Who We Are

    TD is one of the world’s leading global financial institutions and the fifth largest bank in North America by branches. We deliver legendary customer experiences to over 27 million households and businesses globally. TD’s vision is “Be the Better Bank” and its purpose is to enrich the lives of customers, communities and colleagues.

    Our Total Rewards Package

    Base salary, variable compensation, health and wellbeing benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more.

    Additional Information

    Job opportunity is subject to provincial employment regulations. Kindly note that each province or territory in Canada may have its own requirements.

    Colleague Development

    Regular career, development and performance conversations with managers, an online learning platform, mentoring programs and various career paths are available to help you unlock future opportunities.

    Training & Onboarding

    Comprehensive training and onboarding sessions will be provided to ensure preparedness for the new role.

    Interview Process

    Interviews will be scheduled with interested candidates. Outcomes will be communicated via email or phone call.

    Accommodation

    Your accessibility is important. Let us know if you require accommodations such as accessible meeting rooms or captioning for virtual interviews.

    Language Requirement (Quebec Only)

    Sans Objet.

    Seniority Level

    Entry level

    Employment Type

    Part‑time

    Job Function

    Finance and Sales

    Industry

    Banking

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    Mortgage Specialist • Victoria, Capital Regional District, CA

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