Credit Management Associate III

Credit Management Associate III at TD providing support for commercial customer accounts. Responsibilities include managing portfolio lifecycle, ensuring documentation compliance, and supporting credit management functions.

Posted 7/6/2026full-timeKing of Prussia • Massachusetts, New Jersey, Pennsylvania • 🇺🇸 United StatesJuniorMid-Level💰 $24 - $34 per hourWebsite

About the role

Key responsibilities & impact

Manages an assigned account portfolio for new and existing commercial customers to provide consistent professional service and support throughout the total lifecycle of each account
Assists with the uploading of due diligence received during underwriting, to the image repository system, in preparation of Loan Specialist assignment
May assist in preparing the most basic financial analysis of less complex loans/industries/Customers, maintaining credit file, financial statement and assist with analysis memos
Input necessary information into loan origination system to generate loan documents
Assists with closing of new loan accounts and submits information for boarding
Assists loan team in preparing a complete approval package in preparation for closing
Works closely with Credit Management team in supporting basic underwriting functions including spreading of financial statements
May assist in research of industry-specific information from outside sources, industry publications, area libraries, references from other banks, credit agencies, as well as accessing information through the Internet
Assists Credit Management with clearing and management of exceptions
Supports and assists Credit Management CCM team with reporting, loan activities, delinquencies and tracking in loan information
Manages a loan pipeline from origination through booking in accordance with Bank policies and procedures
Works independently in resolving more complex issues relating to origination process through booking
Follows quality control procedures to verify records contain proper content using checklist and other tools
Evaluates best course of action taking into account bank policy, regulatory requirements, impact to the customer, and impact to the bank as well as cost factors
Establishes strong working relationships with commercial stakeholders, credit risk and other internal areas involved in underwriting, approval and closing loans

Requirements

What you’ll need

4 year degree or equivalent experience
3+ Years of related experience
Accounting knowledge, including FASB and GAAP regulations, particularly in assigned line(s) of business
Curious and observant with willingness to investigate to understand details of assigned business lines/accounts
Strong analytical and problem solving skills
Proactive, with ability to obtain necessary information and influence others in a tactful way without direct authority
Relationship management skills, with ability to develop good client working relationships
Communication skills, with ability to clearly display and explain numerical information and articulate required accounting treatment
PC skills, including understanding of accounting software applications
Ability to analyze non-routine transactions and those requiring judgment.

Benefits

Comp & perks

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 opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial AnalysisLoan OriginationCredit File ManagementLoan DocumentationUnderwriting Support

Soft Skills

Problem SolvingCommunication SkillsProactive ApproachCuriosityInfluencing Skills