Pipeline Support Analyst - Equity

Pipeline Support Analyst

Work Location:

Mount Laurel, New Jersey, United States of America

Hours:

40

Pay Details: $25.75 - $38.50 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  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 Pipeline Support Analyst provides pipeline management support to the pipeline swim lanes by reviewing pipeline reporting, providing loan stage analysis, fielding sales partner inquiries, and alerting management to loan progression issues. Day to day targeted pipeline management of assigned swim lanes.

Depth & Scope:

• Responsible for overseeing the day to day management of all assigned pipelines and/or loans
• Provides additional daily leadership to processors/underwriters/closers with regards to all process, reporting and workflow items
• Can function as short term management coverage as needed – pipeline and/or role managers
• Identifies and escalates breaks in process, procedure or policy
• Supports the commitment to WOW! Service by meeting or exceeding established Operational Metrics
• Responsible for ensuring accurate and timely loan delivery
• Provides training and/or guidance to team members and sales staff (this includes management level team members)
• Adheres to all audit, regulatory, and compliance requirements Lending authority required in accordance with the Bank's Retail Lending Authority and Exception Approval Policy
• Develops and maintains strong business relationships with Retail, Product, and other business partners, facilitates partnership meetings – works for operations, works with sales
• Serves as escalation point for customer complaint resolution
• Reviews all required documents, such as, borrower documents, D/U & LP findings, title and HOI to determine next steps in loan journey
• Validates all documents required by underwriting are present, accurately indexed and meet the stated underwriter requirements
• Ensures all data fields required by each stage in the loan journey are complete
• Interacts with vendors providing service on the loan transaction, obtain necessary documentation including Home Owners Insurance providers, Title companies, Home Owners Associations when required
• Ensures all services required for the loan transaction are ordered timely
• Documents all interactions on the loan transaction
• May assist in training of more junior operations staff
• May participate as SME representatives in various projects/initiatives

Education & Experience:

• High school diploma or GED
• 3 plus years loan documentation experience
• Demonstrated knowledge of Bank loan products and policies
• Demonstrated knowledge of lending software
• Detail-oriented with the ability to multitask
• Ability to handle heavy workload and meet stringent deadlines – sense of urgency
• Outstanding oral and written communication skills, with ability to interact effectively with all customers, both internal and external
• Solid knowledge and understanding of states regulations
• Proficient PC skills
• 5 years direct processing experience preferred
• Direct processing or pipeline management experience preferred
• Basic or advanced MS Suite (specifically Excel) experience preferred

Physical Requirements:

Never: 0%;
Occasional: 1-33%;
Frequent: 34-66%;
Continuous: 67-100%

• Domestic Travel – Occasional
• International Travel – Never
• Performing sedentary work – Continuous
• Performing multiple tasks – Continuous
• Operating standard office equipment - Continuous
• Responding quickly to sounds – Occasional
• Sitting – Continuous
• Standing – Occasional
• Walking – Occasional
• Moving safely in confined spaces – Occasional
• Lifting/Carr…