Now Hiring - The Toronto-Dominion Bank - Financial Services Commercial Sales Associate II (US) in New York, NY
Financial Services Commercial Sales Associate II (US) in New York, NY
Benefits:
yesLocation:
New York, NYFull description of the position
TD Description
TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing over 9.8 million customers with a full range of retail, small business and commercial banking products and services at more than 1,100 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Auto Finance, a division of TD Bank, N.A., offers vehicle financing and dealer commercial services. TD Bank and its subsidiaries also offer customized private banking and wealth management services through TD Wealth®. TD Bank is headquartered in Cherry Hill, N.J.
We offer a competitive salary and benefit program, including: comprehensive, affordable health care through medical, dental, and vision coverage; financial security with life and disability insurance; opportunities to save using health savings and flexible spending accounts; retirement benefits to help prepare for the future; paid time off and work/life benefits to maintain a good balance.
Job Description
The Commercial Sales Assistant II provides ongoing Customer service and documentation support as the Relationship Team’s liaison on assigned accounts.
Provides professional and efficient service to external and internal Customers
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 Commercial Sales Assistant I
Prepares correspondence under the direction and review of Relationship Team
Assists in the development and making recommendations of procedures and process flow
May generate and distribute reports to the Relationship Team
Assists in monitoring Monthly/Daily reports
Processes and reviews system messages
Prepares and submits files for lending team
Acts 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
Provides support for Customer and marketing events
Provides notary services to Customer as needed
Job Requirements
Qualifications
- 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.
- Salesforce/nCino:
2. Process and monitor Servicing Requests
3. Process advances, internal transfers, paydowns and payments in LT with proper authorization
4. Process and track fees
5. 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.
- US Government/Agency Multifamily Warehouse Lending Processing and Reporting:
2) Collect, store and release collateral documents associated with the advance or repayment of advance.
3) Ensure advances go out in a timely manner.
4) Process and upload advances/repayments ensuring all money movements are reflecting correctly in all TD systems.
5) Prepare and distribute the monthly and quarterly MF Warehouse Lending - Reporting and Escalation Process report.
Inclusiveness
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach their potential.
If you are a candidate with a disability and need an accommodation to complete the application process, email the TD Bank US Workplace Accommodations Program at [please apply online] . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.
EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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The Toronto-Dominion Bank
10000+ Employees
1855
Banking & Lending
Financial Services
$10+ billion (USD)
5 Yes (amount not posted)
The Toronto-Dominion Bank
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The Toronto-Dominion Bank
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