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Senior Credit Management Specialist

2 months ago

West Palm Beach, Florida, United States TD Bank Group Full time
Work Location:
United States of America

Hours:
40

Compensation Details:
$32.75 USD per hour

TD is dedicated to ensuring fair and equitable compensation for all employees. The salary range for this position considers various factors that influence compensation decisions. The actual base pay offered may differ based on the candidate's expertise, experience, job-related knowledge, certifications, geographic location, and specific business needs. At TD, we prioritize career development, making it uncommon for individuals to be hired at or near the top of the salary range for their role.

As a candidate, you are encouraged to engage in discussions about compensation with your recruiter, who can provide more specific details for this position.

Department:
Credit Management
Position Overview:

The Senior Credit Management Specialist is responsible for providing ongoing assistance to a designated portfolio of commercial customer accounts within the Credit Management department. This role involves managing origination requests and overseeing portfolio administration throughout the account lifecycle. The Specialist will ensure that all necessary processes are executed in compliance with Bank standards and procedures, while promoting data accuracy and quality control to mitigate losses and minimize risk. The Specialist collaborates with lending and credit management teams to gather essential information from various sources, including third parties and internal partners, for use in critical tasks related to loan origination and portfolio management systems. Throughout each phase of an account's lifecycle, the Senior Credit Management Specialist will ensure that customer, facility, and regulatory documentation is accurately aligned within internal systems. The Specialist will act as a knowledgeable resource in commercial lending processes and support colleagues as needed.

Key Responsibilities:
  • Manage a designated portfolio of accounts for new and existing commercial clients, providing consistent and professional service throughout the entire account lifecycle.
  • Assist in uploading due diligence documentation received during underwriting to the image repository system, preparing for Loan Specialist assignment.
  • Support the preparation of basic financial analyses for less complex loans and industries, maintaining credit files and financial statements.
  • Input necessary data into the loan origination system to generate loan documents; assist with the closing of new loan accounts and submission of information for onboarding.
  • Collaborate closely with the Credit Management team to support fundamental underwriting functions, including the analysis of financial statements.
  • Conduct research on industry-specific information from external sources, publications, libraries, and credit agencies, as well as online resources.
  • Assist Credit Management in managing exceptions and clearing issues.
  • Support the Credit Management CCM team with reporting, loan activities, delinquencies, and tracking within loan information systems.
  • Generate and distribute reports to the Credit Management team as required.
  • Oversee a loan pipeline from origination to booking in accordance with Bank policies and procedures.
  • Independently resolve complex issues related to the origination process through to booking.
  • Follow quality control procedures to ensure records contain accurate content using checklists and other verification tools.
  • Manage and confirm that TD document changes and inputs align with system requirements.
  • Evaluate the best course of action considering bank policy, regulatory requirements, customer impact, and cost factors.
  • Establish strong working relationships with commercial stakeholders, credit risk teams, and other internal departments involved in underwriting, approval, and loan closing.
  • Perform lockdown control and quality checks post-approval to verify that approved terms align with loan origination system data.
  • Provide support with onboarding activities as needed.
Qualifications:
  • Bachelor's degree or equivalent experience.
  • Minimum of 3 years of relevant experience.
  • Knowledge of accounting principles, including FASB and GAAP regulations, particularly in the relevant business lines.
  • Curiosity and attention to detail with a willingness to investigate and understand the specifics of assigned accounts.
  • Strong analytical and problem-solving abilities.
  • Proactive approach to obtaining necessary information and influencing others tactfully.
  • Relationship management skills with the ability to cultivate strong client relationships.
  • Effective communication skills to clearly present numerical information and articulate accounting requirements.
  • Ability to analyze non-routine transactions requiring judgment.
The above statements are intended to describe the general nature and level of work performed by individuals in this role. They are not exhaustive lists of all responsibilities, duties, and skills required. The listed responsibilities and duties are considered essential functions for ADA purposes.

About TD Bank Group:
TD is one of the world's leading financial institutions and ranks as the fifth largest bank in North America by branches. We deliver exceptional customer experiences to millions of households and businesses across Canada, the United States, and globally. With over 95,000 colleagues, we leverage our skills, talent, and creativity to serve our customers and support the economies we operate in. Our vision is to be the better bank, and our purpose is to enrich the lives of our customers, communities, and colleagues.

TD is committed to being a leader in customer experience, believing that all colleagues, regardless of their role, are customer-facing. As we grow our business and execute our strategy, we are innovating to enhance customer experiences and build capabilities for the future of banking. Whether you are an experienced banking professional or just starting your career in financial services, we are here to help you realize your potential. Through regular leadership conversations, mentorship, and training programs, we support your journey towards achieving your goals.

Our Total Rewards Package:

Our Total Rewards package reflects our investment in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes base salary, variable compensation, health and well-being benefits, savings and retirement programs, paid time off, banking benefits, career development opportunities, and recognition programs.

Additional Information:
We appreciate your interest in building a career with TD. Through ongoing development conversations, training programs, and a competitive benefits plan, we are committed to providing the support our colleagues need to thrive both professionally and personally.

Colleague Development:
If you are interested in a specific career path or want to develop certain skills, we are here to help you succeed. You will have regular career and performance discussions with your manager, access to an online learning platform, and various mentoring programs to help you unlock future opportunities. Whether you are passionate about customer service or aspire to coach and inspire your colleagues, there are numerous career paths within TD, and we are dedicated to helping you identify opportunities that align with your goals.

Training & Onboarding:
We provide comprehensive training and onboarding sessions to ensure you have everything you need to succeed in your new role.

Interview Process:
We will reach out to candidates of interest to schedule interviews and strive to communicate outcomes to all applicants via email or phone.

Accommodation:
If you are an applicant with a disability and require accommodations to complete the application process, please reach out to the TD Bank US Workplace Accommodations Program.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.