09 Nov
|
TD Bank Canada Financial Group
|
Canada
09 Nov
TD Bank Canada Financial Group
Canada
Company Description TD Bank Canada Financial Group is a financial services organization headquartered at 4720 Tahoe Blvd in Mississauga, Ontario, Canada. The group provides a wide range of banking and financial products to individuals, families, and businesses. TD focuses on offering convenient, customer-centered solutions that support clients through key financial decisions, including home ownership.
The organization emphasizes integrity, service excellence, and innovation in delivering banking experiences. Team members benefit from a supportive work environment with opportunities for growth in the Canadian financial sector.
Role Description The Mobile Mortgage Specialist is a full-time remote role responsible for originating and managing residential mortgage business. Day-to-day tasks include prospecting and developing new client relationships, conducting mortgage consultations, and providing tailored advice on home financing solutions. The specialist will guide clients through the end-to-end mortgage process, including pre-qualification, application, documentation, and closing, while ensuring compliance with TD policies and regulatory requirements.
The role involves collaborating with internal partners and referral sources, responding promptly to client inquiries, and maintaining accurate records in TD systems.
The Mobile Mortgage
Specialist is expected to meet sales and service targets, maintain up-to-date knowledge of mortgage products and market trends, and deliver a high standard of customer service in a virtual and mobile environment.
Qualifications
- Strong Business Relationship Management skills, with the ability to build and maintain long-term client and referral partner relationships.
- Experience in Finance and Financial Planning, including analyzing client needs and recommending appropriate mortgage solutions.
- Proficiency in Mortgages, including underwriting basics, mortgage products, and regulatory and compliance requirements.
- Demonstrated Customer Service skills, with a focus on responsiveness, transparent communication, and client satisfaction.
- Previous experience in retail banking, mortgage lending, or related financial services roles is an asset.
- Ability to work independently in a remote environment, manage time effectively, and handle multiple files concurrently.
- Strong written and verbal communication skills and comfort using digital tools, CRM systems, and virtual meeting platforms.
- Relevant post-secondary education in business, finance, or a related field, or equivalent professional experience.
📌 Mobile Mortgage Specialist (Canada)
🏢 TD Bank Canada Financial Group
📍 Canada