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Mobile Mortgage Specialist Assistant

Mobile Mortgage Specialist Assistant

CompanyTD Bank
LocationLethbridge, AB, Canada
Salary$23.37 – $31.2
TypeFull-Time
Degrees
Experience LevelJunior

Requirements

  • Minimum 1 year working in a client facing and/or administrative role
  • Established customer service skills
  • Broad knowledge regarding basic product suite of business supported
  • Understanding of bank and business channel operating policies and procedures

Responsibilities

  • 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
  • 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
  • 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
  • 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

Preferred Qualifications

    No preferred qualifications provided.