Loan Operations Rep IV - Tax/analysis (US)

Loan Operations Representative IV- Tax/Analysis

The Loan Operations Representative IV- Tax/Analysis performs various administrative tasks involved in servicing Loans.

This role is hybrid and requires being in the office 4 days per week at the below office location:

• 6 Atlantis Way, Lewiston, ME

Depth & Scope:

• Performs highly complex or non-routine administrative tasks exercising significant judgment and discretion in the performance of duties usually in support of a single unit or team within Loan Operations
• Tasks are performed independently with limited supervision and review; Tasks may include research, processing incoming mail, Customer service and contact, and external agency contact; Provides information and procedural knowledge for less experienced staff
• Performs research on suspicious items and reports findings to appropriate resource to help prevent fraudulent activities
• Makes entries in general ledger related to paperwork and information processed
• Approves and reviews general ledger entries and/or invoices for accuracy and completeness
• Provides input and assistance to management in developing and maintaining budget
• Identifies, audits, investigates, and rectifies departmental discrepancies
• Reviews work and provides information and procedural knowledge to less experienced staff
• Provides the primary leadership of a unit or team within Loan Operations including input to performance management, coaching, and guidance to team members
• Responds to the most complex inquiries and issues from Customers and internal units; Researches information to provide responses and resolution
• Contacts Customers to explain items affecting their accounts
• Follows up with branches and other units to resolve discrepancies and Customer issues

Education & Experience:

• High school diploma or GED
• 3+ years related experience
• Proven knowledge of Loan Operations policies and procedures as well as related agency regulations
• Proven computer literacy and proficiency in common PC applications
• Proven attention to detail and the ability to prioritize workload to meet unit objectives
• Proven ability to provide guidance to others, clarifying complex policies and procedures and facilitating knowledge-sharing in the work group is required
• Excellent interpersonal skills, as well as excellent written and verbal skills
• Must possess strong analytical and administrative abilities

Preferred Qualifications:

• Strong attention to detail
• Excellent time management and organizational skills
• FileNet
• LoanServ (Sagent)
• MS Office (Outlook, Teams, Excel)

Physical Requirements:

• Domestic Travel – Occasional
• International Travel – Never
• Performing sedentary work – Continuous
• Performing multiple tasks – Continuous
• Operating standard office equipment - Continuous
• Responding quickly to sounds – Occasional
• Sitting – Continuous
• Standing – Occasional
• Walking – Occasional
• Moving safely in confined spaces – Occasional
• Lifting/Carrying (under 25 lbs.) – Occasional
• Lifting/Carrying (over 25 lbs.) – Never
• Squatting – Occasional
• Bending – Occasional
• Kneeling – Never
• Crawling – Never
• Climbing – Never
• Reaching overhead – Never
• Reaching forward – Occasional
• Pushing – Never
• Pulling – Never
• Twisting – Never
• 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

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing – and so will you.

Our Total Rewards package reflects the investments we make 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 and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as 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.

We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.