Commercial Sales Associate I (US)

TD • New York, NY

6d • $24 - $33 • Onsite

About The Position

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

Requirements

• High school diploma or equivalent experience
• 1+ years related experience required
• Knowledge of commercial lending products, credit policy, loan documentation and administration requirements and legal and regulatory guidelines
• Knowledge of commercial lending policy and procedures, including lending authority, loan structures, risk ratings, loan to value ratio and other related information
• 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
• Customer service skills
• Ability to multi-task along with attention to detail
• Strong communication skills, both verbal and written
• Math skills and accuracy with numbers and transactions
• PC Skills (Word, Excel, PowerPoint) preferred

Responsibilities

• 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 an 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 other input on the Bank loan origination platform
• Prepares correspondence and provides administrative support
• Assist in monitoring Monthly/Daily reports
• 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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED