Commercial Sales Associate I (US)

TD•New Britain, CT

7d•Onsite

About The Position

The Commercial Sales Assistant I provides ongoing customer service and documentation support as the Relationship Team's liaison on assigned accounts. This role involves providing professional and efficient service to external and internal customers, analyzing transaction structures, and performing customer service functions. The assistant provides administrative support to Relationship Managers, aiding in loan closings by assisting with clearing conditions, preparing closing packages, and organizing loan closing documents. Additionally, the role supports financial statement management, processes various customer transactions like payments and wires, and assists the Relationship Team with reporting, loan activities, delinquencies, and correspondence preparation and tracking within the loan information system. The assistant also supports Relationship Managers with reporting on the Bank's loan origination platform, including pipeline and loan closing data. This role may involve acting as the initial customer service contact, initiating and facilitating customer research, and processing customer transactions as necessary. Providing notary services is also part of the role as needed.

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

Nice To Haves

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 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 other input on the Bank loan origination platform
Prepares correspondence and provides administrative support
Assists 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