Commercial Sales Associate II (US)

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.

The Commercial Sales Associate II is a critical operations and administrative professional role responsible for supporting the execution, compliance, reporting, and servicing activities of TD Community Development Corporation's growing investment and lending platforms, including the Small Business Investment Company (SBIC) and New Markets Tax Credit (NMTC) businesses. The CSA II will primarily support the SBIC business and serve as a central coordination point among Asset Management, Compliance, Finance, Legal, Operations, and external stakeholders to ensure accurate reporting, efficient transaction processing, portfolio administration, and compliance with internal policies and regulatory requirements.  The CSA II will also work closely with SBIC Asset Management to facilitate investment performance tracking, internal reporting and compliance, maintenance of the third-party portfolio management system, outgoing wires and incoming distributions, and Community Reinvestment Act allocations. Depth & Scope: Provides professional and efficient service to external and internal Customers Analyzes transaction structure Provides Customer service functions Provides administrative support to Relationship Managers Assists the Relationship Manager(s)  in closing loans, including assisting to clear conditions of closing, aiding in the preparation of the closing packages an organizing the loan closing package Provides Financial Statement support, including uploading and tracking of statements Processes payments, advances, pay-downs, wires and line of credit adjustments Supports Relationship Team with reporting, loan activities, delinquencies, correspondence preparation and tracking in loan information Supports Relationship Managers with reporting, including pipeline, loan closing and other input on the Bank loan origination platform Prepares correspondence and provides administrative support May act as the initial Customer service contact and may initiate and facilitate Customer research (depends on complexity and nature of issue) ensuring a comprehensive solution to the Customer is provided Processes Customer transactions as necessary Interacts with external Customers as needed Provides notary services as needed Processes more complex payments, advances, pay-downs, wires and line of credit adjustments Initiates and facilitates Customer research on complex issues Assists Relationship Team with clearing and management exceptions Serves as a resource for mentoring Commercial Sales AssociatesPrepares correspondence under the direction and review of the Relationship Managers and Commercial leadership.Assists in the development and making recommendations of procedures and process flow  May generate and distribute reports to the Relationship management team, including daily and monthly reporting Acts as the initial Customer service contact and may research more complex Customer requests or transactionsProvides notary services for Customers as needed Education & Experience: High school diploma or equivalent experience 2+ years related experience required Strong