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Mobile Mortgage Specialist Assistant
Mobile Mortgage Specialist AssistantTD • Milton, Halton Region, CA
Mobile Mortgage Specialist Assistant

Mobile Mortgage Specialist Assistant

TD • Milton, Halton Region, CA
8 days ago
Job type
  • Full-time
Job description

Work Location : Milton, Ontario, Canada

Hours : 15 hours per week (minimum, part‑time; up to 37.5 hours per week depending on business volumes)

Line Of Business : Personal & Commercial Banking

Pay Details : $23.37 – $31.20 CAD per hour (base pay may vary based on skills, experience, and geographic location)

Job Overview

The TD Mobile Mortgage Specialist (MMS) sales team is a national retail banking channel responsible for acquiring new mortgage and home equity line of credit business within Canadian Personal Banking (CPB). 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.

Key Accountabilities

Customer Support

  • Maximize support in relation to credit administration.
  • Maintain good relationships with partners, follow up, respond to questions, and ensure 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 accurately and efficiently, supporting the Specialist and business timeline commitments.
  • Support the customer journey through the deal process while responding to any mortgage suite details product / policy for clarification.

Shareholder Contribution

  • 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 meet or exceed 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 Collaboration

  • Participate fully as a member of the team, promoting service, quality, innovation and teamwork and ensuring timely communication of issues and points of interest.
  • Support the team by continuously enhancing knowledge / expertise in own area and participating 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.
  • Scope and Depth

  • Requires established customer service skills to perform routine activities and multi‑step customer transactions with limited financial impact.
  • Requires 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 straightforward situations using standard procedures, and escalates non‑standard issues internally.
  • 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 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 in a client‑facing and / or administrative role.
  • Mortgage / credit lending experience.
  • Superior computer / technology skills, including MS Office suite (Word, Excel, PowerPoint).
  • Highly organized, self‑starter, able to work independently and multi‑task in a fast‑paced, competitive market.
  • Excellent time‑management skills and ability to meet / exceed timelines and SLA expectations.
  • High level of accuracy and attention to detail.
  • Excellent customer service skills, leveraging 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 financial institutions and the fifth largest bank in North America by branches / stores. We deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States, and around the world.

    Total Rewards Package

    Base salary, variable compensation, 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

    This position is subject to provincial regulation for employment purposes. Current provincial requirements apply.

    Community and Development

    We provide regular career, development, and performance conversations, access to an online learning platform, and mentoring programs to help you unlock future opportunities.

    Training & Onboarding

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

    Interview Process

    We will reach out to candidates of interest to schedule an interview and communicate outcomes to all applicants by email or phone call.

    Accommodation

    Your accessibility is important to us. Let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers throughout the interview process.

    Language Requirement (Quebec Only)

    Sans Objet

    Seniority Level

  • Entry level
  • Employment Type

  • Part‑time
  • Job Function

  • Finance and Sales
  • Banking
  • #J-18808-Ljbffr

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    Mortgage Specialist • Milton, Halton Region, CA

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