Jobs at Td Bank in United States, Waltham

Job Description:

Job Description:
This job is responsible for supporting programs and projects specific to corporate change initiatives that impact how the bank does business, provides a product or service, or executes a function. Key responsibilities include assisting department managers with critical change initiatives and communicating, influencing, and negotiating both vertically and horizontally to obtain or leverage necessary resources. Job expectations include delivering regulatory and executive material and ensuring results align to program strategy, simplification, and new capabilities.

The Project Management function supports the Non-financial Regulatory Reporting, Tax and Credit Reporting Operations portfolio of change by partnering with functional stakeholders and technology groups to prioritize and implement initiatives driven by business, legal, regulatory, compliance or market requirements. The function is seeking to recruit a Project Manager to support the ‘Non-Financial Regulatory Reporting (NFRR) Change Management program, which aims to deliver a centralized report preparation capability focused on reducing risk, improving the accuracy and completeness of NFRR reporting and adhering to data policies & standards.

Responsibilities:

• Assists with defining program controls, processes, procedures, reporting cadence, decision governance structures, and ways of working with key stakeholders
• Partners closely with project sponsors, cross-functional teams, and assigned project managers to develop the scope, deliverables, required resources, work plan, budget, and timing for new change initiatives
• Supports the execution of defined tasks through tracking of program milestones and their statuses, developing program plans, and measuring progress against ongoing key performance indicators
• Analyzes, evaluates, and overcomes program risks and produces program reports for managers and stakeholders
• Identifies key requirements for cross-functional teams and external vendors to perform in alignment with the program objectives
• Works with other program managers to identify risks and opportunities across multiple projects within the department, leading them to negotiate decision making for efficient and effective resolution
• Meets with stakeholders to provide transparency into project issues and decisions on services, builds positive relationships, asks questions, and uses tools to uncover root causes to challenges, identify opportunities, and make recommendations

Skills:

• Process Design
• Program Management
• Project Management
• Reporting
• Strategy Planning and Development
• Issue Management
• Oral Communications
• Presentation Skills
• Prioritization
• Problem Solving
• Performance Management
• Process Performance Management
• Process Simplification
• Risk Management
• Workforce Planning

• At least 4 years of project management experience
• Understanding of Operations processing & regulatory requirements
• Track record of delivering projects to plan and on budget.
• Ability to assess an ill-defined problem and propose the tasks & deliverables that will be necessary to achieve the desired outcome.
• Ability to manage and communicate with stakeholders at different levels.
• Knowledge of structured project management methods.
• Proficient with MS products: Word, Excel, PowerPoint, Project and Visio.
Desired Skills:

• Knowledge of Operational processing within Global Banking / Markets – ideally with particular knowledge of Non-Financial Regulatory Reporting or similar regulatory mandates.
• Proficiency in process design / process mapping
• Working knowledge of Agile methods and tools
• Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
• Excels in working among diverse viewpoints to determine the best path forward.
• Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner.
• Commitment to challenging the status quo and promoting positive change.
• Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
• Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.

Job Description:

Job Description:

The Document Administrator II for the Fulfillment Team withinwill serve as the Business Banking “Loan Closing Coordinator” from a due diligence and documentation standpoint. The Document Administrator works with various business partners (clients, sales, credit underwriting, legal, and operations) to collect, review, and complete due diligence such as Insurance, UCC, Good Standing, Title, Collateral, etc. to ensure the loan documentation package is prepared correctly and ready to close on time for the client. Key responsibilities include documenting new facilities, amending existing facilities, and managing the closing process/due diligence requirements of commercial credit policy once engaged to Fulfillment. Effective communication and collaboration in the office with business partners, peers, and third-party vendors is essential to foster a cohesive environment.

Responsibilities:

• Ensures that loan documentation and lien perfection meet bank policies and procedures and that work products are delivered in an accurately and timely manner

• Reviews documentation, performs due diligence and collateral perfection, and monitors loan documentation for a specific market segment

• Reviews documents for accuracy, timely delivery, and necessary research requirements to ensure documentation reflects the appropriate transactional information and elimination of controllable rework

• Reviews the loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements

• Designs a robust filing and organizational process to assist in completing primary financial booking and initial loan funding

• Works closely with Client Managers, Credit and Portfolio Officers, Agency Management, internal and external legal counsel, and many internal operational support units to ensure seamless execution of transactions

Required Skills:

• 1 year of preparing legal loan documents or legal documentation review

• 2 years of financial services experience

• Excellent communication skills both written and verbal and acts with urgency

• Ability to professionally handle multiple tasks while balancing the need for both quality and efficiency in a fast-paced metric-centric environment is a necessity

• Proficient working knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook, and OneNote)

• Strong organizational skills with time management, and ability to manage multiple priorities under tight deadlines

• Commitment to excellent internal and external customer service

• Motivated, solution driven and creative thinker

• Adapts and embraces change in technology, changes in policies and procedures

• Demonstrates the ability to lead and fosters teamwork and change

Desired Skills:

• College Degree preferred

• Working knowledge of LoanIQ, HotDocs, and Credit Center

• Commercial real estate loan experience

• Paralegal experience is beneficial

• Comprehension of commercial credit operations

• Desire the commitment to take on leadership responsibilities and grow within the role

Skills:

• Attention to Detail

• Customer and Client Focus

• Data Collection and Entry

• Due Diligence

• Prioritization

• Adaptability

• Business Acumen

• Oral Communications

• Written Communications

Minimum Education Requirement:High School Diploma / GED / Secondary School or equivalent

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Job Description:

Job Description:

This job is responsible for managing a financial center and its employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness.

Responsibilities:

• Develops talent, including proactive sourcing of candidates

• Manages client traffic, engaging and appropriately routing clients, and fostering client retention

• Manages business results through formalized management routines and coaching

• Creates a world class client experience environment

• Manages market-level initiative prescribed by market leaders

• Drives operational excellence by engaging employees on business strategy

• Manages organizational priorities and effective execution

Managerial Responsibilities:

This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

• Breaks down barriers to create a more inclusive environment that supports company D&I goals

• Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations

• Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success

• Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization

• Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance

• Efficiently allocates and manages resources across the organization to drive short and long term profitability

• Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs

• Mobilizes organizational resources to deliver the full range of the bank’s capabilities to meet client needs and to gain competitive advantage4

Required Qualifications:

• 1+ years leadership experience demonstrated through one or a combination of the following: coaching, training, or motivating a diverse work team

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.

• Collaborates effectively to get things done, building and nurturing strong relationships.

• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

• Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed.

• Communicates effectively and confidently, and is comfortable engaging all clients.

• Has the ability to learn and adapt to new information and technology platforms.

• Applies strong critical thinking and problem-solving skills to meet clients’ needs.

• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.

• Efficiently manages your time and capacity.

• Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment.

• Can interpret performance results, find opportunities to drive success and hold others accountable to results.

• Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:

• 1+ years management experience including hiring, coaching, and developing direct reports

• Experience in financial services and knowledge of financial services industry, products and solutions.

• Experience working in an environment with individual and team goals where goals were routinely met or exceeded.

• Bilingual skills.

• Customer Service Management

• Performance Management

• Coaching

• Customer and Client Focus

• Talent Development

• Risk Management

• Sales Performance Management

• Business Operations Management

• Recruiting

• Result Orientation

• Referral Management

• Leadership Development

• Inclusive Leadership

• Prioritization

• Problem Solving

Minimum Education Requirement:

• High School Diploma / GED / Secondary School or equivalent

This job is responsible for preparing and reviewing documentation in accordance with bank policies and procedures to facilitate closings with the client. Key responsibilities include working on routine to more complex documentation as assigned by the Market Leader or designee and interfacing working with company vendors, legal counsel, line partners, and clients to ensure world-class documentation accuracy. Job expectations include maintaining accuracy of documentation and system of record financial data, delivering documents in a timely manner, and eliminating controllable rework.

Responsibilities:

• Ensures that loan documentation and lien perfection meet bank policies and procedures and that work products are delivered in an accurately and timely manner

• Reviews documentation, performs due diligence and collateral perfection, and monitors loan documentation for a specific market segment

• Reviews documents for accuracy, timely delivery, and necessary research requirements to ensure documentation reflects the appropriate transactional information and elimination of controllable rework

• Reviews the loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements

• Designs a robust filing and organizational process to assist in completing primary financial booking and initial loan funding

• Works closely with Client Managers, Credit and Portfolio Officers, Agency Management, internal and external legal counsel, and many internal operational support units to ensure seamless execution of transactions

Required Skills:

• College Degree or equivalent experience with commercial credit.

• Demonstrated history of using strong financial acumen and knowledge of loan documentation concepts in prior employment specifically Small Business and Commercial.

• Demonstrated history of employing excellent communication skills both written and oral in a previous job.

• Demonstrated ability professionally to handle multiple tasks while balancing the need for both quality and efficiency in a fast paced metric-centric environment is a necessity

• Professional history of being able to suggest approaches to meet Client needs rather than relying strictly on procedures.

• Must be able to navigate and toggle through various computer systems

• Must have used Microsoft Word and Excel in prior employment

Desired skills:

• Previous loan documentation experience and understanding of financial covenant principals is desired

• Working knowledge of LoanIQ and/or Hot Docs is beneficial

• Real Estate experience or knowledge is beneficial

• Para legal experience is helpful

• College Degree preferred

Skills:

• Attention to Detail

• Customer and Client Focus

• Data Collection and Entry

• Due Diligence

• Prioritization

• Adaptability

• Business Acumen

• Oral Communications

• Written Communications

High School Diploma / GED / Secondary School or equivalent

This job is responsible for executing on internal control discipline and operational excellence within a Line of Business (LOB) or Enterprise Control Function (ECF). Key responsibilities include providing analytical and administrative support for LOB or ECF specific processes and tools to drive adherence to enterprise-wide standards. Job expectations include supporting the implementation of quality assurance and quality control processes within the LOB or ECF by gathering and organizing data to help identify, track, and report issues and control improvements for remediation.

Responsibilities:

• Proficient in identifying data entry from a variety of sources, paper-based and/or electronic, into the loan system of record

• Should have experience in account setup and loan servicing. Commercial/wholesale lending preferred

• Have a general knowledge of loan structure, loan agreements and credit regulations

• Identify and escalate quality assurance findings promptly, following appropriate communication channels

• Communication - clear and concise communication of quality assurance findings

• Drive execution - ownership and prompt follow up on defect remediation; debate of disputes in a professional manner and in accordance with process and procedures

• Drive Change - support project work across multiple teams/sites. Influence change by identifying process gaps and recommending appropriate solutions – in compliance with current laws and regulations

• Technology – commitment to technology initiatives and improvements

• Proficient computer skills utilizing mainframe and PC software packages; Working knowledge of Microsoft Excel, Word, Power-Point with dual screens

• Capability to work with multiple systems in order to validate accuracy

• Collaborates – works effectively with others by establishing and maintaining positive working relationships

• Act in accordance with the letter and spirit of all applicable laws, rules and regulations, the company’s code of conduct, risk framework, risk appetite statement and other relevant policies, standards, procedures and guidance. Is proactive in identifying, managing and controlling risks within the fulfillment space

• Assesses the design and effectiveness of the risk and control environment to support Client Operational Services and ensure adherence to enterprise-wide standards

• Provides administrative support for the monitoring and testing of controls by gathering and organizing data to identify issues and control improvements for remediation

• Complies with controls and Quality Assurance (QA) practices to support business continuity efforts

• Conducts and coordinates quality inspection reviews to enhance employee performance and control effectiveness

• Performs QA activities including executing on controls, managing cases, and reporting results

• Supports initiatives by identifying potential procedural updates, test script updates, and data discrepancies to enhance QA program success

• Supports operational research required for regulatory exams, internal audits, and other monitoring and inspection reviews and captures data and information relevant to inspection metrics to support governance activities for dashboard reporting

Required Skills:

• Minimum of 2 years of experience in the field of loan or accountadministrator/processoror equivalent (Commercial /wholesale lending preferred.

• Effective communication skills (listening, verbal and written)

• Working knowledge of Microsoft Excel, Word, Power-Point with dual screens

Desired Skills:

• Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.

• Excels in working among diverse viewpoints to determine the best path forward.

• Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner.

• Commitment to challenging the status quo and promoting positive change.

• Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.

• Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.

Skills:

• Controls Management

• Issue Management

• Monitoring, Surveillance, and Testing

• Quality Assurance

• Risk Management

• Analytical Thinking

• Attention to Detail

• Critical Thinking

• Problem Solving

• Written Communications

• Decision Making

• Innovative Thinking

• Prioritization

• Recording/Organizing Information

This job is responsible for preparing and reviewing documentation in accordance with bank policies and procedures to facilitate closings with the client. Key responsibilities include working on routine to more complex documentation as assigned by the Market Leader or designee and interfacing working with company vendors, legal counsel, line partners, and clients to ensure world-class documentation accuracy. Job expectations include maintaining accuracy of documentation and system of record financial data, delivering documents in a timely manner, and eliminating controllable rework.

Responsibilities:

• Ensures that loan documentation and lien perfection meet bank policies and procedures and that work products are delivered in an accurately and timely manner

• Reviews documentation, performs due diligence and collateral perfection, and monitors loan documentation for a specific market segment

• Reviews documents for accuracy, timely delivery, and necessary research requirements to ensure documentation reflects the appropriate transactional information and elimination of controllable rework

• Reviews the loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements

• Designs a robust filing and organizational process to assist in completing primary financial booking and initial loan funding

• Works closely with Client Managers, Credit and Portfolio Officers, Agency Management, internal and external legal counsel, and many internal operational support units to ensure seamless execution of transactions

Required Skills:

• College Degree or equivalent experience with commercial credit.

• Demonstrated history of using strong financial acumen and knowledge of loan documentation concepts in prior employment specifically Small Business and Commercial.

• Demonstrated history of employing excellent communication skills both written and oral in a previous job.

• Demonstrated ability professionally to handle multiple tasks while balancing the need for both quality and efficiency in a fast paced metric-centric environment is a necessity

• Professional history of being able to suggest approaches to meet Client needs rather than relying strictly on procedures.

• Must be able to navigate and toggle through various computer systems

• Must have used Microsoft Word and Excel in prior employment

Skills:

• Attention to Detail

• Customer and Client Focus

• Data Collection and Entry

• Due Diligence

• Prioritization

• Adaptability

• Business Acumen

• Oral Communications

• Written Communications

High School Diploma / GED / Secondary School or equivalent

Job Description:

Job Description:

The Document Administrator II for theFulfillment Team will handle functions relating to closing standard commercial credit loans. Key responsibilities include documenting new facilities, amending existing deals, and managing the closing process/due diligence requirements of commercial credit once engaged to Fulfillment. Must be proficient in word, and attention to detail is crucial. Effective communication with business partners, clients, and peers is essential to foster a cohesive environment. Must have some knowledge of commercial credit/lending.

Required skills:

• One year of commercial credit experience.

• Demonstrated history of using strong financial acumen and knowledge of loan documentation concepts in prior employment specifically Small Business and Commercial.

• Demonstrated history of employing excellent communication skills both written and oral in a previous job.

• Demonstrated ability to professionally handle multiple tasks while balancing the need for both quality and efficiency in a fast-paced metric-centric environment

• Demonstrate ability to meet client needs rather than relying strictly on procedures.

• Must be able to navigate and toggle through various computer systems

• Proficient experience with Microsoft Suite

Desired skills:

Loan documentation experience and understanding of financial covenant principals is desired

Working knowledge of LoanIQ and/or Hot Docs is beneficial

Real Estate experience or knowledge is beneficial

Paralegal experience is a plus