Loan Operations Rep IV - Tax/Analysis (US)

TD BankLewiston, ME
138d$22 - $29Hybrid

About The Position

The Loan Operations Representative IV- Tax/Analysis performs various administrative tasks involved in servicing Loans. This role is hybrid and requires being in the office 4 days per week at the office location: 6 Atlantis Way, Lewiston, ME. The position involves performing highly complex or non-routine administrative tasks exercising significant judgment and discretion in the performance of duties usually in support of a single unit or team within Loan Operations. Tasks are performed independently with limited supervision and review; tasks may include research, processing incoming mail, customer service and contact, and external agency contact. The representative provides information and procedural knowledge for less experienced staff, performs research on suspicious items, and reports findings to appropriate resources to help prevent fraudulent activities. Additionally, the role includes making entries in the general ledger, approving and reviewing general ledger entries and/or invoices for accuracy and completeness, and providing input and assistance to management in developing and maintaining budgets.

Requirements

  • High school diploma or GED.
  • 3+ years related experience.
  • Proven knowledge of Loan Operations policies and procedures.
  • Proven computer literacy and proficiency in common PC applications.
  • Proven attention to detail and ability to prioritize workload.
  • Excellent interpersonal, written, and verbal skills.
  • Strong analytical and administrative abilities.

Nice To Haves

  • Strong attention to detail.
  • Excellent time management and organizational skills.
  • Experience with FileNet LoanServ (Sagent).
  • Proficiency in MS Office (Outlook, Teams, Excel).

Responsibilities

  • Perform various administrative tasks involved in servicing Loans.
  • Conduct research and processing of incoming mail.
  • Provide customer service and contact with external agencies.
  • Provide information and procedural knowledge for less experienced staff.
  • Perform research on suspicious items and report findings.
  • Make entries in the general ledger related to paperwork and information processed.
  • Approve and review general ledger entries and/or invoices for accuracy.
  • Assist management in developing and maintaining budget.
  • Identify, audit, investigate, and rectify departmental discrepancies.
  • Provide leadership and guidance to team members.
  • Respond to complex inquiries and issues from customers and internal units.
  • Contact customers to explain items affecting their accounts.
  • Follow up with branches and other units to resolve discrepancies.

Benefits

  • Base salary and variable compensation/incentive awards.
  • 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 opportunities.
  • Reward and recognition programs.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Credit Intermediation and Related Activities

Education Level

High school or GED

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