Commercial Sales Assistant III
Full Description
Work Location: New York, New York, United States of America Hours: 40 Pay Details: $25.50 - $36.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Commercial Sales Associate III provides ongoing Commercial Customer service documentation and support to the Community Capital Group on assigned accounts. Depth & Scope: 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 other 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 AssociatesPrepares 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 transactionsProvides notary services for Customers as needed Education & Experience: 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 softwar
Why This Role?
TD Bank menawarkan kesempatan pertumbuhan dan pengembangan keterampilan
Key Responsibilities
- Menyediakan dokumentasi dan dukungan pelayanan pelanggan untuk akun komersial
- Menganalisis struktur transaksi dan menyediakan dukungan pelayanan pelanggan
- Membantu Relationship Managers dalam menutup pinjaman dan mempersiapkan paket penutupan
- Memproses berbagai transaksi keuangan seperti pembayaran, pinjaman, dan penyesuaian kredit
- Menyediakan dukungan administratif dan laporan untuk tim Relationship
Requirements
- Pengalaman dalam pelayanan pelanggan dan dukungan administratif
- Kemampuan untuk menganalisis transaksi keuangan
- Kemampuan untuk bekerja dengan tim dan menyelesaikan tugas administratif
- Pengalaman dalam memproses transaksi keuangan
- Kemampuan untuk menyediakan dukungan pelayanan pelanggan
Required Skills
Indonesia Context
- Working Hours Overlap:
- Flexible — work your own hours
View Original Description from The MuseShow more
Original description from The Muse
Work Location: New York, New York, United States of America Hours: 40 Pay Details: $25.50 - $36.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Commercial Sales Associate III provides ongoing Commercial Customer service documentation and support to the Community Capital Group on assigned accounts. Depth & Scope: 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 other 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 AssociatesPrepares 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 transactionsProvides notary services for Customers as needed Education & Experience: 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 softwar
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