Operations Officer V - TDEF (US)

TD•Mount Laurel, NJ

1d•$24 - $34•Onsite

About The Position

The Operations Officer V - TDEF assigns and monitors the daily workflow and distribution for own functional area and ensures the required documentation preparation, transaction processing and servicing system boarding is completed meeting all Service Level Goals. This position provides a broad range of operational support to Relationship Managers, Business Development Officers and officers and is responsible for first point of escalations with internal and external partners, as well as operational effectiveness for own functional area. May be granted, Booking and Signing Authority for multiple product types and non-standard transactions; provides training and subject matter expertise to Operations Specialists.

Requirements

High School diploma
3+ years relevant experience
Performing sedentary work – Continuous
Performing multiple tasks – Continuous
Operating standard office equipment - Continuous
Sitting – Continuous
Concentrating for long periods of time – Continuous
Applying common sense to deal with problems involving standardized situations – Continuous
Reading, writing and comprehending instructions – Continuous
Adding, subtracting, multiplying and dividing – Continuous

Nice To Haves

Undergraduate degree/ college diploma preferred

Responsibilities

Assigns and monitors the daily workflow and distribution for own functional area.
Ensures required documentation preparation, transaction processing and servicing system boarding is completed meeting all Service Level Goals.
Provides a broad range of operational support to Relationship Managers, Business Development Officers and officers.
Serves as the first point of escalation with internal and external partners.
Ensures operational effectiveness for own functional area.
May be granted Booking and Signing Authority for multiple product types and non-standard transactions.
Provides training and subject matter expertise to Operations Specialists.
Gathers and analyzes data to identify and solve complex problems, escalates as required.
Uses sound judgment and understanding of process/policy risk when recommending exceptions outside general practices or guidelines.
Acts as a team lead, coordinating the work of others and providing coaching to maintain service, process and product standards.
May provide process / policy guidance to others (e.g. within team, internal partners).
Processes subject matter expert in a range of technical processes and procedures through job related training and considerable on the job experience to perform a range of work assignments.
Acts as first point of escalation for resolving processing and operational questions and escalate when necessary.
Provides sound advice and solutions utilizing established customer service framework.
Ensures customer problems are handled appropriately by utilizing the established partner problem resolution process both internally and externally and escalating when required.
Positively contributes to the overall customer experience and foster good relationships with internal and external partners.
Contributes to the ongoing improvement of the customer experience within the Business Area.
Creates and/or recognizes exceptional customer service through established programs.
Prepares and/or reviews documentation packages in accordance with guidelines and policies including sound to advanced understanding of pricing economics and TD TBSM cost of funds tools and rate lock procedures.
Prepares documentation in accordance with state and local sales, use, and personal property tax regulations and responds to customer inquiries regarding same.
Closes transactions within granted booking, funding and signing authority.
Verifies and approves servicing system booking accuracy including sales and property tax billing setup and accelerated depreciation per IRS regulations and payments via wire and check.
Prioritizes and manages own workload to meet SLA requirements for service and productivity.
Consistently exercises discretion in managing correspondence, information and all matters of confidentiality; escalates issues where appropriate.
Be knowledgeable of practices and procedures within own area of responsibility and keep abreast of emerging trends for own functional area.
Protects the interests of the organization – identifies and manages risks, and escalates non-standard, high risk transactions / activities as necessary.
Conducts internal and external research projects; supports the development/delivery of presentations / communications to management or broader audience.
Conducts reporting and / or meaningful analysis at the functional or enterprise level using results to draw conclusions, makes recommendations, assesses the effectiveness of programs/ policies/ practices.
Monitors service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exists.
Ensures documentation prepared / completed is accurate and properly reflects business intentions and is consistent with relevant rules / regulations.
Acquires and applies expertise in the discipline, provide guidance, assistance and direction to others.
Identifies, recommends and effectively executes standard practices applicable to the discipline.
Adheres to internal policies/procedures and applicable regulatory guidelines.
Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts.
Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite.
May lead work streams by acting as a project lead / subject matter expert for small scale projects / initiatives in accordance with project management methodologies.
Participates fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/ points of interest.
Supports the team by continuously enhancing knowledge / expertise in own area and participates in knowledge transfer within the team and business unit.
Keeps current on emerging trends/ developments and grow knowledge of the business, related tools and techniques.
Participates in personal performance management and development activities, including cross training within own team.
Keeps others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities.
Contributes to the success of the team by willingly assisting others in the completion and performance of work activities; provides training, coaching and/or guidance as appropriate.
Contributes to a fair, positive and equitable environment that supports a diverse workforce.
Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally.