ACCOUNTABILITY TO SHAREHOLDER, COMPLIANCE AND OPERATIONAL RISK
Execute a disciplined approach and follow TD's sales management process, which includes planned sales activities, coaching and regular ongoing documented summaries and tracking.
Understand and apply bank and business channel operating policies and procedures, and ensure necessary due diligence is taken to support the accuracy of all broker transactions
Contribute to exceeding timeline commitments by replying to requests accurately and on time with the broker community.
Partner with administrative support groups to facilitate the end to end credit decision process
Support the organization’s commitment to corporate responsibility, diversity and the communities in which we live and work
Be knowledgeable and comply with the Bank and industry Codes of Conduct ACCOUNTABILITY TO THE CUSTOMER
Maintains proactive and reactive approach to brokerage firm offices and their brokers, by making planned out-bound sales calls to source new sales opportunities, as well as troubleshooting incoming inquiries as a subject matter expert, for the purpose of achieving agreed upon mortgage referral business results.
Maximize support in relation to credit and day to day inquiries from the Broker Services team, ensuring excellence and efficiency in all functions.
Act as a primary liaison with TD Mortgage Solutions and broker partners.
Maintains proper database management and regular email communication containing current industry knowledge, product and policy updates, pricing modifications and any other time / industry sensitive information.
Qualify new broker firms and brokers; provide subject matter and operational expertise to expedite business dealings with TD
Contribute to operational improvements to streamline procedures / processes and enhance service to the Broker and partners
Educates Broker Community through regular webinars with new and existing brokers covering a range of content.
Prepares a Marketing Sales Plan, including annual and quarterly goals, and volume forecasting.
ACCOUNTABILITY TO THE TEAM
Actively participate in the performance management process in support of own personal and professional development objectives, including coaching sessions
Contribute to a fair and positive working environment that supports a diverse workforce
Participate in team meetings, employee surveys and action planning sessions
Contribute to the success of the team by willingly assisting others in the performance and completion of assigned duties