Td Bank Mobile Mortgage Specialist Assistant Canada, Alberta, Calgary 224750472
Mobile Mortgage Specialist Assistant
Provide support to Mobile Mortgage Specialists in all areas of credit administration. Process assigned work volumes in an accurate and efficient manner, supporting the Specialist and business timeline commitments. Maintain strong relationships with internal partner groups and teams including responding to questions and concerns. Follow up with customers to gather documentation to support processing of credit applications.
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
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.
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.
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
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