Loan Ops Rep IV - Payment Exceptions

TD BankJacksonville, FL
2d$23 - $29

About The Position

The Loan Operations Representative IV performs various administrative tasks involved in servicing Loans. Depth & Scope: 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

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

Nice To Haves

  • Fidelity AM, Blue Zone, Loanserv/Sagent experience
  • GL accounting experience
  • Research experience

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

Benefits

  • Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as 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, and reward and recognition.
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