Commercial Sales Associate

Position: Commercial Sales Associate I (US)
Location: New York

Work Location:

Forest Hills, New York, United States of America

Hours:

40

Pay Details:$24.25 - $32.50 USDTD 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 Commercial Sales Assistant I provide ongoing Customer service and documentation support as the Relationship Teams liaison 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

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

Education & Experience:

High school diploma or equivalent experience1+ 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

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/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…