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Commercial Sales Associate III
TDCommercial Sales Associate III managing commercial customer service and documentation support. Analyzing transactions and assisting Relationship Managers in closing loans for assigned accounts.
Posted 7/14/2026full-timeBoston • Massachusetts, New York • 🇺🇸 United StatesJuniorMid-Level💰 $26 - $36 per hourWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong knowledge of commercial lending products, credit policies, and procedures while providing exceptional customer service and administrative support. Capable of analyzing transaction structures and preparing financial statements with a keen attention to detail.
Highest-signal resume keywords
Commercial Lending Products KnowledgeCustomer Service SkillsAnalytical SkillsAttention to DetailPC Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Transaction AnalysisFinancial Statement SupportLoan Closing AssistancePayment ProcessingReporting Support
Soft Skills
Problem SolvingOrganizational SkillsExcellent Communication Skills
Tools & Technologies
Microsoft WordMicrosoft ExcelMicrosoft PowerPoint
Industry Keywords
Commercial Lending PolicyCredit PolicyBilling ProcessesCustomer Service Functions
About the role
Key responsibilities & impact- Provides professional and efficient service to external and internal Customers
- Analyzes transaction structure
- Provides Customer service functions
- Provides administrative support to Relationship Managers
- Assists in closing loans and preparing closing packages
- Provides Financial Statement support
- Processes payments, advances, pay-downs, and wires
- Supports Relationship Team with reporting and loan activities
- Prepares correspondence under the direction of Relationship Managers
- Serves as a resource for mentoring Commercial Sales Associates I & II
Requirements
What you’ll need- High school diploma or equivalent experience
- 3+ years related experience required
- Strong knowledge of commercial lending products and credit policy
- Strong knowledge of commercial lending policy and procedures
- Strong knowledge of commercial rate changes and billing processes
- Strong Customer service skills
- Analytical, problem solving and organizational skills
- Strong attention to detail
- Excellent communication skills, both verbal and written
- PC skills required (Word, Excel, PowerPoint)
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
- Reward and recognition