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Description
:Mobile Mortgage Specialist
Obtain residential mortgage business and place those customers within the TD branch network.
The MMS is accountable to retain and expand client and partner relationships. They establish mortgage development initiatives to target referrals from
realtors, builders, financial planners, and other quality centers of influence to build a pipeline of business.
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 in support of the end to end complete customer journey strategy.
CUSTOMER
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)