Syndication Loan Specialist III at TD Canada Trust

Haverhill, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

12 Jun, 26

Salary

38.5

Posted On

14 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Loan Closing Process Management, Loan Documentation Review, Data Integrity Maintenance, Regulatory Compliance, Due Diligence, Image Repository System, Loan Pipeline Management, Quality Reviews, Risk Reduction, Interpersonal Communication, Organizational Skills, Analytical Skills, Decision-Making, Syndicated Loan Documentation, Commercial Lending, Paralegal Knowledge

Industry

Banking

Description

Work Location: Mount Laurel, New Jersey, United States of America Hours: 40 Pay Details: $25.75 - $38.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Syndication Loan Specialist III manages the loan closing process for the syndicated loan portfolio and is accountable for the entire closing process from the time of loan approval through to post-closing, performing in-depth loan documentation reviews in accordance with Bank policies, procedures, and regulatory requirements while maintaining data integrity on bank systems. ** Please note this position is HYBRID with an in office requirement 4 days per week in either our Mount Laurel NJ, Charlotte NC, or Haverhill MA locations ** Depth & Scope: Manages a loan pipeline from origination through to closing in accordance with Bank policies and procedures Provides documentation and Bank policy and procedure guidance to all lending areas Conducts searches and perform necessary due diligence Ensures all applicable loan documentation is uploaded to image repository system Resolves more complex issues relating to closings Serves as a resource and assists with training Loan Specialists May assist in performing supervisory tasks Works independently and handles loans of the most complex nature along with heavily negotiated loan transactions ensuring all documentation are in compliance Performs quality reviews on all complexity of loans to ensure data integrity Performs documentation (standard and non-standard) review on all complexity of loans to reduce risk of loss and ensure policy and regulatory compliance Verifies all quality control procedures are maintained and monitored Ensures all loans are closed without critical, noncritical or regulatory exceptions Ensures all required loan conditions (insurance, collateral, etc.) are sufficient and properly documented and in compliance with bank policy Manages/confirms TD changes are consistent with system requirements Evaluates best course of action taking into account bank policy, regulatory requirements, impact to the customer, and impact to the bank as well as cost factors Manages/takes appropriate actions to ensure loans are booked and properly set-up if necessary Generate loan and maintains loan documentation from beginning to finish ensuring adherence with compliance with bank policy procedures regulatory requirements and lending conditions Establishes and manages relationships with applicable operations teams, relationship management team, credit offers and others as needed Acts as liaison with bank counsel, compliance, asset based lending, leasing, government banking, derivatives, construction loan administration, brokers, international department, and various other parties to the loan as needed Education & Experience: 4 year degree or equivalent experience required 5+ years related experience required Knowledge of specialized lending areas such as Small Business Administration lending, construction or syndicated loans Proven ability to provide excellent Customer service to internal and external Customers Excellent interpersonal, oral and written communication skills Excellent PC skills with familiarity with standard office equipment Ability to work in a fast-paced dynamic environment Detail oriented, self-motivated and able to work independently in handling a heavy workload Possesses strong organizational, analytical and decision-making skills Demonstrated knowledge of loan documentation, title policies, appraisals, environmental assessments, entity formation documents and bank policies and procedures Paralegal experience/knowledge needed. Paralegal certificate preferred Preferred Qualifications: This role is Syndication/Participation specific to Commercial and Specialty Lending. Strong knowledge, experience and understanding of all syndication loan documentation (Credit/Loan Agreements, Guaranty Agreements, Collateral documents), Complete understanding of the syndication loan process and exceptional attention to detail. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% 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. #LI-AMCBOther #IN-AMCBOther Who We Are: 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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities. Our Total Rewards Package 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. Learn more Additional Information: 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. If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. 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. Accommodation 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. US Labor & Employment Posters | California Privacy | Accessibility | FAQ Our Values At TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Our Commitment to Diversity, Equity, and Inclusion At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. Helping to Make an Impact in Communities – TD Ready Commitment TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. Learn more: Canada | US | Europe & Asia Pacific

Responsibilities

The Syndication Loan Specialist III manages the entire syndicated loan closing process from approval through post-closing, ensuring in-depth loan documentation reviews adhere to bank policies and regulatory requirements while maintaining system data integrity. This role involves managing a loan pipeline, providing guidance on documentation, resolving complex closing issues, and performing quality reviews on all loan complexities.