This job has expired and you can't apply for it anymore. Start a new search.

Specialty Banking CRE Commercial Sales Assistant II

Job Description
The Commercial Sales Assistant II provides ongoing Customer service and documentation support as the Relationship Team’s liaison on assigned accounts.Job Requirements
• Provides professional and efficient service to external and internal Customers.
• 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.
• Maintain financial reporting requirements within Team's portfolio; financial request letters, tracking and scanning within appropriate timeframe that adheres to audit/credit policy procedures.
• Assist with tracking the receipt of Insurance Certificates.
• Review the various Relationship Manager reports and follow-up with Relationship Manager/Credit Specialist on clearing overdrafts, delinquencies, maturities and financial/loan exceptions.
• Follow-up to ensure new loans renewals and modifications are booked and scanned correctly in all TD systems.
• Assist in Maestro deal (proposal) entry, including research of data.
• Serves as a resource for Commercial Sales Assistant I.
• Prepares correspondence under the direction and review of Relationship Team.
• Assists in the development and making recommendations of procedures and process flow.
• May generate and distribute reports to the Relationship Team.
• Assists in monitoring Monthly/Daily reports.
• Processes and reviews system messages.
• Prepares and submits files for lending team.
• Acts 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.
• Provides support for Customer and marketing events.
• Provides notary services to Customer as needed.
Qualifications
• High school diploma or equivalent experience
• 2-4 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.