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
Be knowledgeable of and comply with Bank and Industry Codes of Conduct

Identify client life and financial goals, potential barriers, provide recommendations, and ongoing relationship / portfolio management
Identify opportunities to refer clients to Partners (i.e., across Wealth, Retail, Small Business Banking, Commercial)
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
Contribute toward the achievement of sales and business development objectives by meeting or exceeding individual monthly sales targets of mortgage products and services
Support the development and implementation of reporting and processes in a compliant manner, adhering to guidelines established by business unit leadership, internal and external advisors, Audit, Risk, OSFI, and other governing bodies
Monitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exist
Complete all compliance training and attestations within required timelines