JOB DESCRIPTION
Reporting to the Manager, Corporate Lending Operations, the successful candidate will be responsible for servicing a portfolio of Corporate Lending Clients
The successful candidate will be required to:
- Demonstrate advanced knowledge of the Corporate Lending business and act as a subject matter expert. Maintain/ develop working relationships with clients, as well as external and internal partners
- Provide loan servicing functions for high valued corporate relationships, meeting all timelines, delivering excellent client service, managing risk while adhering to policies and procedures.
- Perform secondary checks/approvals, and review end of day transactions as one of the more experienced members of the team.
- Accountable for keeping portfolio current and accurate with no operational incidents; proactively review and analyze various daily, weekly, monthly reports to resolve discrepancy in a timely manner.
- Prioritize and manage own workload to meet requirements for service and productivity
- Escalate non-standard or high-risk transactions or other activities as deemed appropriate
- Protect the interests of the Bank by adhering to the operating standards and procedures
- Actively engaged in various initiatives, to contribute and foster a creative environment where innovative thinking is welcomed and supported.
- Assist in the development and implementation of operational improvements in order to streamline procedures and enhance customer service experience.
- Contribute to the success of the team by providing coverage and assisting whenever required.
- Lead by example as a member of ONE CLO to embrace collaboration within your own team and across the teams.
JOB REQUIREMENTS
- 3+ years of experience in a corporate lending operation environment where tight operational / financial controls are required.
- Have a strong record in managing relationship with high profile clients.
- Ability to read/review/understand Corporate Lending Credit Agreement terms.
- Managed a portfolio of Corporate Client borrowing accounts as a syndicated participate lender and direct lender Solid experience in lending platform including building of new primary and secondary deals, facilities and outstanding drawings, repayments, interest and fee payments.
- Strong verbal and written communication skills
- Must be self-motivated, strong team player; possess sharp analytical and problem-solving skills.
- More than proficient in Microsoft Suite of products and Mainframe.
- Flexible with schedule as CLO services global clients and will require to work on some Canadian statutory holidays
OTHER QUALIFICATION/SKILLS/EXPERIENCES
- Client facing experience is an asset
- Experience in using LoanIQ is a strong asset.
- Strong organizational and time management skills
- Commitment to operational and service excellence
- Experience reading legal documents is an asset
- University degree or equivalent in Business Management, Finance / Accounting designation is preferred.
Please include a copy of your personal development plan with your application
WHO WE ARE:
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.
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