Mobile Mortgage Specialist

Minimum 3 years of experience working directly in a client facing, sales or relationship focused role
Possess comprehensive knowledge of the real estate market, competitive offers in mortgage lending industry, and economic trends
Proactively obtain expert knowledge of TD mortgage lending products and sound knowledge of products
Undergraduate degree or community college diploma preferred

Obtain residential mortgage business and place those customers within the TD branch network
Accountable to retain and expand client and partner relationships
Establish mortgage development initiatives to target referrals from realtors, builders, financial planners, and other quality centers of influence
Develop and deepen the banking relationships of new and existing customers and provide them with appropriate products and services to address their mortgage lending needs
Identify client life and financial goals, potential barriers, provide recommendations, and ongoing relationship / portfolio management
Provide ongoing comprehensive reviews of clients’ financial circumstances and create long-term relationships by providing financial planning expertise and ongoing services
Create a legendary customer experience at every interaction and deliver a positive ‘First Impression’ by engaging customers in a range of sales, service and informational conversations
Support ONE TD by identifying and referring customers to internal Bank partners as appropriate
Ensure customer problems are handled professionally, escalating issues to management when necessary
Build and exhibit sales skills and credit knowledge and partner effectively within TD’s employee-focused culture
Work closely with District Manager to make sales calls and conduct monthly coaching sessions