TD · 18 hours ago
Mobile Mortgage Specialist Assistant
Ontario, CA
Part-time
Hybrid
Entry Level
1+ years expTD is one of the world's leading global financial institutions, and they are seeking a Mobile Mortgage Specialist Assistant. This role involves supporting mortgage specialists by managing client documentation, ensuring compliance with internal processes, and contributing to customer service excellence in the mortgage lending process.
BankingFinanceFinancial ServicesWealth Management
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 and process credit application
Process assigned work volumes in an accurate and efficient manner, supporting the Specialist and business timeline commitments
Support customer journey through deal process while responding to any mortgage suite details product / policy for clarification
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
Be knowledgeable to full mortgage suite of products and services
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
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 RESL 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
Reports to a Manager or above
Qualification
Required
Minimum 1 year working in a client facing and/or administrative role
Have mortgage/credit lending experience
Have superior computer / technology skills
Have superior proficiency with MS Office suite, including Word, Excel and PowerPoint
Be highly organized and a self-starter, able to work independently and multi-tasking in a fast-paced, competitive market
Demonstrate excellent time-management skills, and be able to meet/exceed timelines and SLA expectations from a customer as well as business-partner perspective
Demonstrate high-level accuracy and attention to detail
Demonstrate excellent customer service skills, leveraging strong interpersonal and communication skills
Be willing to work variable hours, including evenings and weekends
Preferred
Preferred candidates will be bilingual (English/French), or would have other language skills
Benefits
Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development
Reward and recognition programs
Company
The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD).
10001+ employees
H1B Sponsorship
TD has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (1)
2020 (6)
Funding
Current Stage
Late StageTotal Funding
$65MKey Investors
U.S. Department of the Treasury
2023-10-03Grant· $65M
Leadership Team
Brian Jacobson
Chief of Staff to the CEO, TD Bank, America's Most Convenient Bank
F
Foster Glenn
SVP, Chief Information Security Officer
Recent News
Investment News
2026-01-16
2026-01-11
Winnipeg Free Press
2026-01-09
Company data provided by crunchbase