Broker Services: Inside Sales Manager

Manager, Inside Sales

The Broker Sales Department offers a range of mortgage financing products and is responsible for obtaining mortgage business volume nationally from independent brokerage firms and their respective brokers. All sales are generated by both the in-field Regional Sales Managers and the centralized Inside Sales Managers. Through their efforts and TD Mortgage Solutions' credit adjudication support, Broker Sales contributes to the overall annual Real-Estate Secured Lending (RESL) originations.

Job Requirements:

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