TD

Commercial Sales Assistant II – Institutional Commercial Real Estate Lending

TD

full-time

Posted on:

Location Type: Hybrid

Location: Boca Raton • Florida • United States

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Salary

💰 $23 - $31 per hour

About the role

  • 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
  • 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 insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
commercial lending productsloan documentationcredit policyfinancial reportingcovenant complianceloan processinginvoice processingfee trackingrisk ratingsloan to value ratio
Soft Skills
customer serviceanalytical skillsproblem solvingorganizational skillsattention to detailcommunication skillsmulti-taskingability to learn quickly
Certifications
high school diploma or equivalent