Commercial Sales Assistant II – Institutional Commercial Real Estate Lending

Role Overview

• 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
• Assist in adding Entities/Opportunities, including research of data while ensuring data accuracy
• Process and monitor Servicing Requests
• 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 and well-being benefits
• savings and retirement programs
• paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
• banking benefits and discounts
• career development
• reward and recognition