Mobile Mortgage Specialist Assistant

Orleans, ON, CA, Canada

Job Description

Work Location:



Orleans, Ontario, Canada

Hours:



15

Line of Business:



Personal & Commercial Banking

Pay Details:




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.


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.


:



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.


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 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

The ideal candidate will:



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
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La TD a a coeur d'offrir une remuneration juste et equitable a tous les collegues. Les occasions de croissance et le perfectionnement des competences sont des caracteristiques essentielles de l'experience collegue a la TD. Nos politiques et pratiques en matiere de remuneration visent a permettre aux collegues de progresser dans l'echelle salariale au fil du temps, a mesure qu'ils progressent dans leurs fonctions. Le salaire de base offert peut varier en fonction des competences et de l'experience du candidat ou de la candidate, de ses connaissances professionnelles, de son emplacement geographique et d'autres besoins particuliers du secteur et de l'entreprise.


En tant que candidat ou candidate, nous vous encourageons a poser des questions sur la remuneration et a avoir une conversation franche avec votre recruteur ou votre recruteuse, qui pourra vous fournir des details plus precis sur ce poste.


Description du poste



La TD elargit son equipe des specialistes hypothecaires mobiles (SHM) et est a la recherche de personnes axees sur le rendement pour se joindre a son equipe dynamique! Il s'agit d'un excellent poste specialise pour demarrer votre carriere au sein du Canal des SHM.


L'equipe des ventes des SHM de la TD, un canal de distribution national de services bancaires de detail, est responsable de l'acquisition de nouveaux clients pour des prets hypothecaires et des lignes de credit sur valeur domiciliaire au sein des Services bancaires personnels au Canada (SBPC). Notre mandat consiste a amener de nouveaux clients a la TD et a contribuer a l'augmentation du volume, des profits et de la part de marche de Credit garanti par des biens immobiliers (CGBI).


Le

poste d'adjoint ou d'ajointe aux specialistes hypothecaires mobiles (ASHM)

contribue au succes des specialistes grace a un soutien specialise en matiere de credit en gerant l'administration du credit, le service a la clientele et les taches administratives, ce qui permet aux specialistes de se concentrer sur les ventes et le developpement des affaires tout en assurant l'exactitude, l'efficacite et les engagements en temps opportun. L'ASHM doit entretenir de solides relations avec les groupes et les equipes de partenaires, y compris repondre aux questions et aux preoccupations. Ce poste doit aussi assurer le suivi aupres des clients pour obtenir les documents necessaires au traitement des demandes de credit.


Ce a quoi s'attendre



Le poste comprend au moins 15 heures a temps partiel et releve du directeur ou de la directrice, ASHM. Les volumes de travail quotidiens sont recus directement de votre SHM attitre pendant les heures prevues. Le poste est principalement a distance et le travail est effectue de votre bureau a domicile ou a partir d'un etablissement de la TD. Les horaires sont flexibles et etablis en partenariat avec votre SHM attitre.

PRINCIPALES RESPONSABILITES



CLIENTELE



Maximiser le soutien en matiere d'administration du credit. Entretenir de bonnes relations avec les partenaires, notamment en assurant un suivi, en repondant aux questions et en s'assurant que les problemes des clients sont traites de facon appropriee, y compris en transmettant au SHM ou au directeur de district les dossiers qui doivent l'etre. Rassembler les documents du client apres la premiere rencontre entre le client et le SHM, et traiter la demande de credit. Traiter les volumes de travail attribues avec exactitude et efficacite, en respectant les engagements du specialiste et les echeanciers d'affaires. Soutenir le parcours du client tout au long du processus de demande tout en repondant aux demandes de renseignements ou de clarification sur les produits de pret hypothecaire et les politiques.

ACTIONNAIRES



S'assurer de la reception et de la validation de toutes les pieces justificatives, conformement aux processus internes et a la reglementation de l'unite et du secteur d'activite, afin de fournir des renseignements complets et exacts pour les demandes de credit. Contribuer a l'atteinte des objectifs de qualite du credit des SHM et a l'atteinte ou au depassement des cibles individuelles. Respecter et, dans la mesure du possible, depasser les echeances en traitant les operations et en repondant aux demandes correctement et a temps. Collaborer avec les groupes de soutien administratif pour faciliter le processus de decision de credit de bout en bout. Favoriser l'atteinte des objectifs d'affaires en appuyant les objectifs de vente. Comprendre et appliquer les politiques et procedures operationnelles de la TD et de l'unite. Contribuer aux objectifs d'affaires en matiere d'excellence operationnelle et soutenir les occasions d'amelioration des processus. Transmettre les activites ou les operations non courantes ou a risque eleve a un niveau superieur, au besoin. Connaitre et respecter le Code de conduite de la TD. Connaitre la gamme complete de produits et services hypothecaires.

COLLEGUES/EQUIPE



Participer pleinement en tant que membre de l'equipe, privilegier le service a l'entreprise, la qualite, l'innovation et le travail d'equipe, et assurer la communication des enjeux et sujets importants en temps opportun. Soutenir l'equipe en ameliorant constamment ses connaissances et son expertise dans son domaine, et participer au transfert des connaissances au sein de l'equipe et de l'unite fonctionnelle. Participer activement au processus de gestion du rendement pour appuyer ses objectifs de perfectionnement personnel et professionnel, y compris en participant aux seances de coaching. Participer aux reunions d'equipe, aux sondages aupres des employes, aux seances d'etablissement des plans d'action et aux seances de formation. Contribuer au succes de l'equipe en aidant volontiers ses membres a mener a bien les taches qui leur incombent. Contribuer au maintien d'un milieu juste, positif et equitable qui soutient un effectif diversifie. Agir a titre d'ambassadrice ou d'ambassadeur de la marque pour son secteur d'activite ou son unite fonctionnelle et pour la TD, tant a l'interne qu'a l'externe.

ETENDUE ET PORTEE



Posseder des competences reconnues en service a la clientele pour effectuer une gamme d'activites courantes et d'operations a plusieurs etapes avec des repercussions financieres generalement limitees. Posseder une vaste connaissance de la gamme de produits de base prise en charge. Comprendre comment les taches attribuees se rapportent aux autres membres de l'equipe des ventes ou du client et comment l'equipe s'integre aux autres. Cerner et evaluer les problemes des clients dans des situations simples au moyen de procedures standard et signaler les problemes non courants a l'interne; traiter les demandes courantes necessitant une discretion minimale. Avoir une incidence sur les resultats de l'equipe en fournissant des services ou des renseignements de qualite aux clients. Suivre les procedures et les pratiques de CGBI; proposer des ameliorations de processus dans son secteur. Mettre a profit ses aptitudes en communication pour transmettre ou clarifier calmement les renseignements sur les produits ou les processus et s'assurer que les details sous-jacents sont compris. Posseder des connaissances et des competences pratiques, acquises dans le cadre de formations officielles ou d'experience professionnelle. Ce poste releve d'un directeur/d'une directrice ou d'un echelon superieur.

Le candidat ideal possede les competences suivantes :



Au moins un an d'experience dans un poste administratif ou en contact avec la clientele Experience en pret hypothecaire/credit Competences superieures en informatique et en technologie Maitrise de la suite Microsoft Office, y compris Word, Excel et PowerPoint Grand sens de l'organisation avec un esprit d'initiative et une capacite a travailler de facon autonome en mode multitache dans un milieu competitif et dynamique Gestion du temps irreprochable, respect des echeances et respect (ou depassement) des ententes de niveau de service, pour le client comme pour les partenaires Grand souci de la precision et du detail Excellentes aptitudes en service a la clientele reposant sur de solides habiletes en communication et relations interpersonnelles Capacite a travailler selon des horaires variables, notamment le soir et les fins de semaine

Who We Are:



TD is one of the world's 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 95,000 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 you've 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, we're 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:



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





Training & Onboarding



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


Interview Process



We'll 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 you'd 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):



Sans Objet

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Job Detail

  • Job Id
    JD3006129
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Part Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Orleans, ON, CA, Canada
  • Education
    Not mentioned