Commercial Sales Associate III (US)

Work Location Boston, Massachusetts, États-Unis d'Amérique Hours 40 Pay Details

$25.50 - $36.00 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our 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. Line Of Business Services bancaires personnels et commerciaux Job Description The Commercial Sales Associate III provides ongoing commercial customer service and documentation and loan system support as the RelationshipTeams 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 and 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 the most complex loan input on the bank loan origination platform Prepares correspondence and provides administrative support 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 Processes more complex payments, advances, pay‑downs, wires and line of credit adjustments Initiates and facilitates customer research on complex issues Assists Relationship Team with clearing and management exceptions Serves as a resource for mentoring Commercial Sales Associates I & II Prepares correspondence under the direction and review of the Relationship Managers and commercial leadership Assists in the development and making recommendations of procedures and process flow May generate and distribute reports to the Relationship management team, including daily and monthly reporting Acts as the initial customer service contact and may research more complex customer requests or transactions Education & Experience High school diploma or equivalent experience 3+ 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 Physical Requirements 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 Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at View email address on click.appcast.io. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. #J-18808-Ljbffr TD