Commercial Sales Associate

Join to apply for the Commercial Sales Associate I (US) role at TD
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Work Location:

New York, New York, United States of America

Hours:

40

Pay Details: $23.75 - $31.50 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.

Personal & Commercial Banking

The Commercial Sales Assistant I provide ongoing Customer service and documentation support as the Relationship Teams liaison on assigned accounts.

• 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
• Assist in monitoring Monthly/Daily reports
• 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

• High school diploma or equivalent experience
• 1+ years related experience required
• Knowledge of commercial lending products, credit policy, loan documentation and administration requirements and legal and regulatory guidelines
• Knowledge of commercial lending policy and procedures, including lending authority, loan structures, risk ratings, loan to value ratio and other related information
• 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
• Customer service skills
• Ability to multi-task along with attention to detail
• Strong communication skills, both verbal and written
• Math skills and accuracy with numbers and transactions
• PC Skills (Word, Excel, PowerPoint) preferred

• 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/Carrying (under 25 lbs.) – Occasional
• Lifting/Carrying (over 25 lbs.) – Never
• Squatting – Occasional
• Bending – Occasional
• Kneeling – Never
• Crawling – Never
• Climbing – Never
• Reaching overhead – Never
• Reaching forward – Occasional
• Pushing – Never
• Pulling – Never
• Twisting – Never
• Concentrating for long periods of time – Continuous
• Applying common sense to deal with problems involving standardized situations – Continuous
• Reading, writing and comprehending instructions – Continuous
• Adding, subtracting, multiplying and dividing – Continuous

The above statements are intended to describe the general nature and level of work being performed by…