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TDS Operations Analyst III

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TD Bank

Oct 24, 2024

  • Job
    Full-time
    Senior Level
  • Business, Operations & Strategy
    Banking & Finance
  • Toronto
  • Quick Apply

AI generated summary

  • You need 3+ years in corporate lending operations, client management skills, ability to review credit agreements, and experience with Loan IQ. Strong communication, analytical skills, and organization are essential.
  • You will manage loan servicing for corporate clients, review transactions, ensure accuracy, escalate risks, support operational improvements, and foster collaboration within teams.

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.
  • Solid experience in lending platform Loan IQ including building of new primary and secondary deals, facilities and outstanding drawings, repayments, interest, and fee payments is considered an asset.
  • Strong verbal and written communication skills
  • Must be self-motivated, strong team player; possess sharp analytical and problem-solving skills.
  • 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
  • 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.
  • Undergraduate degree/ college diploma
  • 5+ years relevant experience and/or post-graduate degree and/or certifications

Responsibilities

  • Demonstrate advanced knowledge of the Corporate Lending business and act as a subject matter expert. Develop and maintain working relationships with clients, as well as external and internal partners
  • Provide loan servicing functions for high valued corporate and commercial clients, meeting all timelines, delivering excellent client service, managing risk while adhering to policies and procedures.
  • Manage a portfolio of syndicated Corporate Client borrowing accounts as an Administrative Agent and liaise with participant lenders.
  • 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 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.

FAQs

What is the job title for this position?

The job title is TDS Operations Analyst III.

Where is the job location?

The job is located in Toronto, Ontario, Canada.

What are the working hours for this position?

The working hours are 37.5 hours per week.

What is the salary range for the TDS Operations Analyst III position?

The salary range for this position is $65,600 - $98,400 CAD.

What line of business does this position fall under?

This position falls under TD Securities.

What type of clients will the successful candidate be working with?

The successful candidate will be servicing a portfolio of Corporate Lending Clients, including high-profile and high-value corporate clients globally.

What prior experience is required for this position?

A minimum of 3+ years of experience in a corporate lending operation environment where tight operational and financial controls are required is necessary.

Is experience with Loan IQ required?

While not mandatory, solid experience in the lending platform Loan IQ is considered an asset.

Are there flexible working arrangements for this job?

Yes, the position may require flexibility in the schedule as Corporate Lending Operations services global clients and will involve working on some Canadian statutory holidays.

What educational background is preferred for applicants?

A university degree or equivalent in Business Management, Finance, or an Accounting designation is preferred.

What skills are essential for this role?

Essential skills include strong verbal and written communication, analytical and problem-solving abilities, and proficiency in Microsoft Suite of products and Mainframe.

Will there be opportunities for career development?

Yes, TD is committed to providing growth opportunities and skill development through regular development conversations, training programs, and access to learning platforms.

What are the characteristics of the ideal candidate for this role?

The ideal candidate should be passionate, collaborative, and innovative with a forward-thinking mindset, while also being self-motivated and a strong team player.

Is client-facing experience an asset for this role?

Yes, client-facing experience is considered an asset for this position.

Will the successful candidate be required to participate in cross-training?

Yes, the successful candidate will participate in personal performance management and development activities, including cross-training within their own team and other teams in Global Operations & Business Services.

What is the culture like within the team?

The culture promotes a positive work environment that emphasizes service, quality, innovation, teamwork, and timely communication of issues.

Is there any form of accommodation provided during the interview process?

Yes, accommodations can be provided upon request for candidates to help remove barriers during the interview process.

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TD Bank

Finance
Industry
10,001+
Employees

Mission & Purpose

Headquartered in Toronto, Canada, the Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group (TD). TD had CDN$1.9 trillion in assets on July 31, 2023. TD also ranks among the world’s leading online financial services firms, with more than 16 million active online and mobile customers. TD offers a full range of financial products and services to over 27.5 million customers worldwide through four key business lines: - Canadian Personal and Commercial Banking including TD Canada Trust, Business Banking, and MBNA - U.S. Retail including TD Bank, America’s Most Convenient Bank, TD Auto Finance (U.S.), TD Wealth (U.S.) and TD’s investment in Schwab - Wealth Management & Insurance including TD Wealth (Canada), TD Direct Investing, and TD Insurance - Wholesale Banking including TD Securities and TD Cowen