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Td Bank Commercial Sales Associate III - Ramsey NJ United States, New Jersey 417610920
01.04.2024
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Pay RangeQualifications
$23.25 – $36.00 hourly
Job Requirements- Provides professional and efficient service to external and internal Customers
- Analyzes transaction structure
- Provides Customer service functions
- Provides administrative support to Relationship Managers
- Assists the Relationship Manager(s) in closing loans, including assisting to clear conditions of closing, aiding in the preparation of the closing packages an organizing the loan closing package
- Provides Financial Statement support, including uploading and tracking of statements
- Processes payments, advances, pay-downs, wires and line of credit adjustments
- Supports Relationship Team with reporting, loan activities, delinquencies, correspondence preparation and tracking in loan information
- Supports Relationship Managers with reporting, including pipeline, loan closing and the most complex loan input on the Bank loan origination platform
- Prepares correspondence and provides administrative support
- May act as the initial Customer service contact and may initiate and facilitate Customer research (depends on complexity and nature of issue) ensuring a comprehensive solution to the Customer is provided
- Processes Customer transactions as necessary
- Interacts with external Customers as needed
- Provides notary services as needed
- Processes more complex payments, advances, pay-downs, wires and line of credit adjustments
- Initiates and facilitates Customer research on complex issues
- Assists Relationship Team with clearing and management exceptions
- Serves as a resource for mentoring Commercial Sales Associates I & II
- Prepares correspondence under the direction and review of the Relationship Managers and Commercial leadership.
- Assists in the development and making recommendations of procedures and process flow
- May generate and distribute reports to the Relationship management team, including daily and monthly reporting
- Acts as the initial Customer service contact and may research more complex Customer requests or transactions
- Provides notary services for Customers as needed
- Must be eligible for employment under regulatory standards applicable to the position.
- High school diploma or equivalent experience
- 3+ years related experience required
- Strong knowledge of commercial lending products, credit policy, loan documentation and administration requirements, and legal and regulatory guidelines
- Strong knowledge of commercial lending policy and procedures, including lending authority, loan structures, risk ratings, loan to value ratio and other related information
- Strong knowledge of commercial rate changes, billing processes, reading transaction histories, explaining late fees and interpreting the technical details of the loan system for Customers and Relationship Team
- Strong Customer service skills
- Analytical, problem solving and organizational skills
- Strong attention to detail, including ability to review large amounts of detailed documents for accuracy
- Excellent communication skills, both verbal and written
- PC skills required (Word, Excel, PowerPoint)
- Knowledge of Relationship Team systems and software
- Ability to multi-task along with strong attention to detail
- Ability to learn new tasks and systems at a fast rate
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