TD Securities · 1 day ago
Pipeline Support Analyst - Mortgage
Mount Laurel, NJ
Full-time
Hybrid
Mid Level
$25/hr - $37.25/hr
3+ years expTD Securities is one of the world's leading global financial institutions and is the fifth largest bank in North America. The Pipeline Support Analyst provides essential pipeline management support to processing teams by analyzing loan stage progression, fielding inquiries, and ensuring efficient loan processing to meet customer commitments.
BankingFinanceFinancial Services
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 Lending authority required in accordance with the Bank's Retail Lending Authority and Exception Approval Policy
Develops and maintains strong business relationships with Retail, Product, and other business partners, facilitates partnership meetings – works for operations, works with sales
Serves as escalation point for customer complaint resolution
Reviews all required documents, such as, borrower documents, D/U & LP findings, title and HOI 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, obtain necessary documentation including Home Owners Insurance providers, Title companies, Home Owners Associations when required
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
Qualification
Required
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, with ability to interact effectively with all customers, both internal and external
Solid knowledge and understanding of states regulations
Proficient PC skills
Preferred
mortgage processing experience
Encompass - nice to have
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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