Teamlead for Voucher Sales managing customer relationships in B2B environment, fostering team growth and client engagement through innovative solutions.
TD
Hybrid Commercial Sales Assistant II – Institutional Commercial Real Estate Lending
Posted 5 days ago
About the role
- Commercial Sales Associate providing customer service and loan system support at TD Bank. Managing financial reporting, processing compliance, and assisting with loan documentation for commercial customers.
Responsibilities
- Provides ongoing Commercial Customer service documentation and loan system support as the Relationship Teams liaison on assigned accounts
- Manage and process overdrafts and prepare packages daily for review within appropriate timeframe that adheres to audit credit policy/procedures.
- Manage & maintain financial reporting requirements within Team's portfolio; Financial request letters, tracking and scanning within appropriate timeframe that adheres to audit credit policy/procedures
- Manage and assist with processing covenant compliance for Credit Management approval.
- Manage & assist with tracking the receipt and scanning of Insurance Certificates
- Review and track various RM reports and follow-up with RM/CS on clearing delinquencies, maturities and financial/loan exceptions
- Manage & monitor Good Faith Reports
- Manage & follow-up to ensure new loans, renewals and modifications are booked & scanned correctly in all TD systems
- Assist with the deposit and loan account transferring between RM's
- Monitor the loan and deposit accounts to ensure the correct RM is assigned to their accounts
- Assist and follow-up on loan payoffs
- Process advances, internal transfers, paydowns and payments in LT with proper authorization
- Process and track fees
- Scan credit/loan information to DocMan T&E Expense Report for self and/or team - Adhere to Expense Policy process & procedures
- Process invoices for payments
Requirements
- High school diploma or equivalent experience
- 2+ 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.
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
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