Pipeline Support Analyst

TD Bank • Mount Laurel Township, NJ

71d • $25 - $40 • Remote

About The Position

The Pipeline Support Analyst provides pipeline management support to the pipeline swim lanes by reviewing pipeline reporting, providing loan stage analysis, fielding sales partner inquiries, and alerting management to loan progression issues. Day to day targeted pipeline management of assigned swim lanes. Must be located within TD footprint: CT, DE, FL, ME, MD, MA, NH, NJ, NY, PA, RI, SC, VT, VA, DC.

Requirements

• High school diploma or GED
• 3 plus years loan documentation experience
• Demonstrated knowledge of Bank loan products and policies
• Demonstrated knowledge of lending software
• Detail-oriented with the ability to multitask
• Ability to handle heavy workload and meet stringent deadlines - sense of urgency
• Outstanding oral and written communication skills
• Solid knowledge and understanding of states regulations
• Proficient PC skills

Nice To Haves

• 5 years direct processing experience preferred

Responsibilities

• Responsible for overseeing the day to day management of all assigned pipelines and/or loans
• Provides additional daily leadership to processors/underwriters/closers with regards to all process, reporting and workflow items
• Can function as short term management coverage as needed - pipeline and/or role managers
• Identifies and escalates breaks in process, procedure or policy
• Supports the commitment to WOW! Service by meeting or exceeding established Operational Metrics
• Responsible for ensuring accurate and timely loan delivery
• Provides training and/or guidance to team members and sales staff (this includes management level team members)
• Adheres to all audit, regulatory, and compliance requirements
• Develops and maintains strong business relationships with Retail, Product, and other business partners
• Serves as escalation point for customer complaint resolution
• Reviews all required documents to determine next steps in loan journey
• Validates all documents required by underwriting are present, accurately indexed and meet the stated underwriter requirements
• Ensures all data fields required by each stage in the loan journey are complete
• Interacts with vendors providing service on the loan transaction
• Ensures all services required for the loan transaction are ordered timely
• Documents all interactions on the loan transaction
• May assist in training of more junior operations staff
• May participate as SME representatives in various projects/initiatives

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 and reward and recognition programs

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED