01Overview
About the position
The Pipeline Support Analyst provides pipeline management support to assigned processing teams by reviewing reporting, analyzing loan stage progression, fielding sales partner inquiries, and alerting management to potential delays. This role is responsible for targeted, day to day oversight of the pipeline to ensure loans move efficiently though each stage of the process and customer commitments are met. Please note position is hybrid (in office 4x per week) to Jacksonville, FL - Mount Laurel, NJ - Charlotte, NC - Greenville, NC - or Lewiston, SC
Responsibilities
Responsible for overseeing the day to day management of all assigned pipelines and/or loans
Provides additional daily leadership to processors/underwriters/closers with regards to all process, reporting and workflow items
Can function as short term management coverage as needed pipeline and/or role managers
Identifies and escalates breaks in process, procedure or policy
Supports the commitment to WOW! Service by meeting or exceeding established Operational Metrics
Responsible for ensuring accurate and timely loan delivery
Provides training and/or guidance to team members and sales staff (this includes management level team members)
Adheres to all audit, regulatory, and compliance requirements
Lending authority required in accordance with the Bank's Retail Lending Authority and Exception Approval Policy
Develops and maintains strong business relationships with Retail, Product, and other business partners, facilitates partnership meetings works for operations, works with sales
Serves as escalation point for customer complaint resolution
Reviews all required documents, such as, borrower documents, D/U & LP findings, title and HOI to determine next steps in loan journey
Validates all documents required by underwriting are present, accurately indexed and meet the stated underwriter requirements
Ensures all data fields required by each stage in the loan journey are complete
Interacts with vendors providing service on the loan transaction, obtain necessary documentation including Home Owners Insurance providers, Title companies, Home Owners Associations when required
Ensures all services required for the loan transaction are ordered timely
Documents all interactions on the loan transaction
May assist in training of more junior operations staff
May participate as SME representatives in various projects/initiatives
Requirements
High school diploma or GED
3 plus years loan documentation experience
Demonstrated knowledge of Bank loan products and policies
Demonstrated knowledge of lending software
Detail-oriented with the ability to multitask
Ability to handle heavy workload and meet stringent deadlines sense of urgency
Outstanding oral and written communication skills, with ability to interact effectively with all customers, both internal and external
Solid knowledge and understanding of states regulations
Proficient PC skills
Nice-to-haves
mortgage processing experience
Encompass - nice to have
Benefits
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.
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.
Through regular development conversations, training programs, and a competitive benefits plan, were committed to providing the support our colleagues need to thrive both at work and at home.
Youll 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.
Apply To this Job
Company : TD
Salary : Full-time .