Loan Operations Representative IV

TD Bank•Mount Laurel, NJ

4d•Onsite

About The Position

The Loan Operations Representative IV performs various administrative tasks involved in servicing Loans. This role performs 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. This role provides information and procedural knowledge for less experienced staff. Performs research on suspicious items and reports findings to appropriate resource to help prevent fraudulent activities. Makes entries in general ledger related to paperwork and information processed. Approves and reviews general ledger entries and/or invoices for accuracy and completeness. Provides input and assistance to management in developing and maintaining budget. Identifies, audits, investigates, and rectifies departmental discrepancies. Reviews work and provides information and procedural knowledge to less experienced staff. Provides the primary leadership of a unit or team within Loan Operations including input to performance management, coaching, and guidance to team members. Responds to the most complex inquiries and issues from Customers and internal units; Researches information to provide responses and resolution. Contacts Customers to explain items affecting their accounts. Follows up with branches and other units to resolve discrepancies and Customer issues.

Requirements

High school diploma or GED
3+ years related experience
Proven knowledge of Loan Operations policies and procedures as well as related agency regulations
Proven computer literacy and proficiency in common PC applications
Proven attention to detail and the ability to prioritize workload to meet unit objectives
Proven ability to provide guidance to others, clarifying complex policies and procedures and facilitating knowledge-sharing in the work group is required
Excellent interpersonal skills, as well as excellent written and verbal skills
Must possess strong analytical and administrative abilities
MS Office Suite, especially Excel preferred
nCino Salesforce experience preferred

Responsibilities

Performs 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
Provides information and procedural knowledge for less experienced staff
Performs research on suspicious items and reports findings to appropriate resource to help prevent fraudulent activities
Makes entries in general ledger related to paperwork and information processed
Approves and reviews general ledger entries and/or invoices for accuracy and completeness
Provides input and assistance to management in developing and maintaining budget
Identifies, audits, investigates, and rectifies departmental discrepancies
Reviews work and provides information and procedural knowledge to less experienced staff
Provides the primary leadership of a unit or team within Loan Operations including input to performance management, coaching, and guidance to team members
Responds to the most complex inquiries and issues from Customers and internal units
Researches information to provide responses and resolution
Contacts Customers to explain items affecting their accounts
Follows up with branches and other units to resolve discrepancies and Customer issues