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customer service representative - financial services

Title posted on CareerBeacon - Mobile Mortgage Specialist Assistant

Posted on May 26, 2025 by Employer details TD Bank

Job details

Work Location:London, Ontario, CanadaHours:1Line of Business:Personal &amp; Commercial BankingPay Details:23.37 - 31.20 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.Job Description:Mobile Mortgage Specialist AssistantKEY ACCOUNTABILITIESCUSTOMERMaximize support in relation to credit administrationMaintain 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 necessaryGather client documentation after initial MMS customer meetingProcess assigned work volumes in an accurate and efficient manner, supporting the Specialist and business timeline commitmentsSHAREHOLDEREnsure all supporting documentation is received and validated, according to internal processes and/or business/industry regulation, to provide complete and accurate information for credit requestsContribute to achievement of MMS credit quality objectives and meeting or exceeding individual targetsMeet and where possible exceed timeline commitments by processing transactions and replying to requests accurately and on timePartner with administrative support groups to facilitate the end to end credit decision processSupport the achievement of business objectives by supporting sales goalsUnderstand and apply bank and business channel operating policies and proceduresContribute to business objectives for Operational Excellence and support process improvement opportunitiesEscalate non-standard or high-risk transactions / activities as necessaryBe knowledgeable of and comply with Bank Code of ConductEMPLOYEE / TEAMParticipate fully as a member of the team, promote service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interestSupport the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unitActively participate in the performance management process in support of own personal and professional development objectives, including coaching sessionsParticipate in team meetings, employee surveys, action planning, and training sessionsContribute to the success of the team by willingly assisting others in the completion of assigned dutiesContribute to a fair, positive and equitable environment that supports a diverse workforceAct as a brand ambassador for your business area/function and the bank, both internally and/or externallyBREADTH &amp; DEPTHRequires established customer service skills to perform a range of routine activities and multi-step customer transactions, generally with limited financial impactRequires a broad knowledge regarding basic product suite of business supportedUnderstands how the assigned duties relate to others in the customer or sales team and how the team integrates with othersIdentifies and assesses customer problems in straight forward situations using standard procedures, and escalates non-standard issues internally; typically addressing routine requests requiring minimal discretionImpacts team results through the quality of the services or information provided to customersFollows standardized sales and customer service procedures and practices and recommends opportunities to improve processes in their own work areaUses communication