Pipeline Support Analyst - Home Equity

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 Pipeline support Analyst provides pipeline management support to the pipeline swim lanes by reviewing pipeline reporting, providing loan stage analysis, fielding sales partner inquiries, and alerting management to loan progression issues.  Day to day targeted pipeline management of assigned swim lanes.

Depth & Scope:

• 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

Education & Experience:

• 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
• 5 years direct processing experience preferred
• Direct processing or pipeline management experience preferred
• Basic or advanced MS Suite (specifically Excel) experience preferred

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.

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.