Commercial Sales Associate I (US)

Commercial Sales Assistant I

Line of Business: Personal & Commercial Banking

Work Location: Forest Hills, New York, United States of America

Hours: 40

Pay Details: $24.25 - $32.50 USD

TD is committed to providing fair and equitable compensation opportunities. The base pay offered may vary based on the candidate’s skills and experience, job-related knowledge, geographic location, and other business and organizational needs.

Job Description

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

Responsibilities

• Provide professional and efficient service to external and internal customers
• Analyze transaction structure
• Perform customer service functions
• Provide administrative support to Relationship Managers
• Assist Relationship Managers with closing loans, including clearing conditions of closing, preparing closing packages, and organizing the loan closing package
• Provide financial statement support, including uploading and tracking statements
• Process payments, advances, pay-downs, wires, and line of credit adjustments
• Support the Relationship Team with reporting, loan activities, delinquencies, correspondence preparation, and tracking in loan information
• Support Relationship Managers with reporting, including pipeline, loan closing, and other input on the bank loan origination platform
• Prepare correspondence and provide administrative support
• Assist in monitoring monthly/daily reports
• May act as the initial customer service contact and initiate/facilitate customer research as needed to ensure a comprehensive solution
• Process customer transactions as necessary
• Interact with external customers as needed
• Provide notary services as needed

Education & Experience

• High school diploma or equivalent experience
• 1+ years of related experience required
• Knowledge of commercial lending products, credit policy, loan documentation and administration requirements, and legal/regulatory guidelines
• Knowledge of commercial lending policy and procedures, including lending authority, loan structures, risk ratings, loan-to-value ratio, and related information
• Knowledge of commercial rate changes, billing processes, reading transaction histories, explaining late fees, and interpreting technical details of the loan system for customers and the Relationship Team
• Customer service skills
• Ability to multi-task with attention to detail
• Strong communication skills (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
• Sedentary work – Continuous
• 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. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required. The listed responsibilities and duties are considered essential functions for ADA purposes.