Jobs at TD Bank For Mortgage Phone Loan Officer

Website TD Bank

Job Description:

TD Bank, America’s Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and servicesTD Bank, America’s Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol “TD”. To learn more, visit

Job Responsibilities:

  • Provides sound advice at every customer interaction, contributing to a legendary customer experience
  • Prospects and develops understanding of other financial objectives, assesses customer information and suggests appropriate product and service solutions based on customer needs.
  • Plans and executes relationship building activities
  • Ensures customer problems are handled appropriately, escalating issues when necessary
  • Evaluates various TD loan programs from a broad range of TD Mortgage and HE loan options to suggest appropriate loan products that meet Customers specific needs
  • Reviews and communicates terms of residential Mortgage with Customers and internal business partners; also responsible for communicating underwriting decisions, including offers and/or counter-offers
  • Proactively makes outbound calls to Customers who have inquired about our lending products through multiple channels as well as following up with prospects from Marketing lists and/or ongoing campaigns
  • Takes ownership of Customer concerns and resolves Customer issues at first point of contact
  • Ensures necessary due diligence is taken to support the accuracy of all Customer transactions
  • Responsible for utilizing and maintaining Customer Relationship Management tools such as Salesforce
    Must be proficient supporting Outbound dialing efforts, digital engagement, and effective pipeline management
  • Sells and originates residential mortgage loans to sales goals. Contributes toward the achievement of phone channel business objectives by meeting or exceeding individual sales goals
  • Possesses an entrepreneurial spirit, thrives in a fast paced dynamic sales/service environment
    Contributes toward the achievement of phone channel business objectives by meeting or exceeding individual sales goals and other key performance targets including conversion and pull thru targets
  • Contributes to the phone channel objective for Operational Excellence by adhering to Credit Compliance, audit, average handle time, adherence and all non-phone activities. Identifies opportunities for Wealth and Money In referrals

Job Requirements:

  • Possesses expert knowledge of TD products and services, and sound knowledge of products offered by other bank partners
  • Possesses comprehensive knowledge of the entire footprint, competitive offers, and economic trends
  • Ensures Legendary Customer experience with ongoing communication throughout the entire loan process
  • Knowledgeable of and complies with Bank and industry codes of conduct and regulations
    Must maintain an active FHA Certification
  • Ensures customers understand the value and benefits of suggested alternatives and closes sales. Meets the needs of customers by offering advice based on their total financial situation and possessing a thorough knowledge of customer life cycle needs.
  • We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach their potential.

Qualification & Experience:

  • Must have origination experience

Job Details:

Company: TD Bank

Vacancy Type: Full Time

Job Functions: Finance , Sales

Job Location: Greenville, SC, US

Application Deadline: N/A

Apply Here