TD Securities ยท 1 day ago
Commercial Sales Asst II - Institutional Commercial Real Estate Lending (US)
New York, NY
Full-time
Onsite
Entry Level
$24.75/hr - $34/hr
2+ years expTD Securities is one of the world's leading global financial institutions, and they are seeking a Commercial Sales Associate II to provide ongoing customer service and loan system support. The role involves managing financial reporting, processing loan documentation, and assisting relationship managers in closing loans and providing administrative support.
BankingFinanceFinancial Services
Responsibilities
Manage and process overdrafts and prepare packages daily for review within appropriate timeframe that adheres to audit credit policy/procedures
Manage & maintain financial reporting requirements within Team's portfolio; Financial request letters, tracking and scanning within appropriate timeframe that adheres to audit credit policy/procedures
Manage and assist with processing covenant compliance for Credit Management approval
Manage & assist with tracking the receipt and scanning of Insurance Certificates
Review and track various RM reports and follow-up with RM/CS on clearing delinquencies, maturities and financial/loan exceptions
Manage & monitor Good Faith Reports
Manage & follow-up to ensure new loans, renewals and modifications are booked & scanned correctly in all TD systems
Assist with the deposit and loan account transferring between RM's
Monitor the loan and deposit accounts to ensure the correct RM is assigned to their accounts
Assist and follow-up on loan payoffs
Assist in adding Entities/Opportunities, including research of data while ensuring data accuracy Process and monitor Servicing Requests Process advances, internal transfers, paydowns and payments in LT with proper authorization Process and track fees Scan credit/loan information to DocMan
T&E Expense Report for self and/or team - Adhere to Expense Policy process & procedures
Process invoices for payments
Manage Multifamily Warehouse Lending Portfolio Collect, store and release collateral documents associated with the advance or repayment of advance. Ensure advances go out in a timely manner. Process and upload advances/repayments ensuring all money movements are reflecting correctly in all TD systems. Prepare and distribute the monthly and quarterly MF Warehouse Lending - Reporting and Escalation Process report
Provides professional and efficient service to external and internal Customers
Analyzes transaction structure
Provides Customer service functions
Provides administrative support to Relationship Managers
Assists the Relationship Manager(s) in closing loans, including assisting to clear conditions of closing, aiding in the preparation of the closing packages an organizing the loan closing package
Provides Financial Statement support, including uploading and tracking of statements
Processes payments, advances, pay-downs, wires and line of credit adjustments
Supports Relationship Team with reporting, loan activities, delinquencies, correspondence preparation and tracking in loan information
Supports Relationship Managers with reporting, including pipeline, loan closing and other input on the Bank loan origination platform
Prepares correspondence and provides administrative support
May act as the initial Customer service contact and may initiate and facilitate Customer research (depends on complexity and nature of issue) ensuring a comprehensive solution to the Customer is provided
Processes Customer transactions as necessary
Interacts with external Customers as needed
Provides notary services as needed
Processes more complex payments, advances, pay-downs, wires and line of credit adjustments
Initiates and facilitates Customer research on complex issues
Assists Relationship Team with clearing and management exceptions
Serves as a resource for mentoring Commercial Sales AssociatesPrepares correspondence under the direction and review of the Relationship Managers and Commercial leadership
Assists in the development and making recommendations of procedures and process flow
May generate and distribute reports to the Relationship management team, including daily and monthly reporting Acts as the initial Customer service contact and may research more complex Customer requests or transactionsProvides notary services for Customers as needed
Qualification
Required
High school diploma or equivalent experience
2+ years related experience required
Strong knowledge of commercial lending products, credit policy, loan documentation and administration requirements, and legal and regulatory guidelines
Strong knowledge of commercial lending policy and procedures, including lending authority, loan structures, risk ratings, loan to value ratio and other related information
Strong knowledge of commercial rate changes, billing processes, reading transaction histories, explaining late fees and interpreting the technical details of the loan system for Customers and Relationship Team
Strong Customer service skills
Analytical, problem solving and organizational skills
Strong attention to detail, including ability to review large amounts of detailed documents for accuracy
Excellent communication skills, both verbal and written
PC skills required (Word, Excel, PowerPoint)
Knowledge of Relationship Team systems and software
Ability to multi-task along with strong attention to detail
Ability to learn new tasks and systems at a fast rate
Benefits
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
Reward and recognition
Company
TD Securities
TD Securities is an investment banking that offers global transaction, M&A advisory, foreign exchange, and equity research services.
5001-10000 employees
H1B Sponsorship
TD Securities has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (70)
2024 (49)
2023 (37)
2022 (31)
2021 (27)
2020 (30)
Funding
Current Stage
Late StageLeadership Team
Rona Ambrose
Deputy Chairwoman
Recent News
2026-01-06
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