Operations Officer V - TDEF (US)

Job description

Work Location: Mount Laurel, New Jersey, United States of America Hours: 40 Pay Details: $24.00 - $33.50 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 Operations Officer V - TDEF assigns and monitors the daily workflow and distribution for own functional area and ensures the required documentation preparation, transaction processing and servicing system boarding is completed meeting all Service Level Goals. This position provides a broad range of operational support to Relationship Managers, Business Development Officers and officers and is responsible for first point of escalations with internal and external partners, as well as operational effectiveness for own functional area. May be granted, Booking and Signing Authority for multiple product types and non-standard transactions; provides training and subject matter expertise to Operations Specialists. Depth & Scope: Requires specialized expertise and performs multiple and/or diverse tasks that are highly complex, involving multiple steps, systems, and jurisdictions Transactions and activities require expert knowledge across a broad range or variety of products, processes or systems within own area of specialty and where transactions could be characterized by moderate to high risk Gathers and analyzes data to identify and solve complex problems, escalates as required Uses sound judgement and understanding of process/policy risk when recommending exceptions outside general practices or guidelines. Generally interacts with internal customers / partners for functions performed and/or external customers Acts as a team lead, coordinating the work of others and providing coaching to maintain service, process and product standards May provide process / policy guidance to others (e.g. within team, internal partners) Focus of work is weekly, monthly and/or longer with addition of ad-hoc and initiative based requests, as required Processes subject matter expert in a range of technical processes and procedures through job related training and considerable on the job experience to perform a range of work assignments Requires advanced knowledge of the business unit / operational functions as well as regulatory issues/ requirements for jurisdictions supported May involve cross-functional teams across TD and/or involving external contacts Education & Experience: High School diploma Undergraduate degree/ college diploma preferred 3+ years relevant experience Customer Accountabilities: Acts as first point of escalation for resolving processing and operational questions and escalate when necessary Provides sound advice and solutions utilizing established customer service framework Ensures customer problems are handled appropriately by utilizing the established partner problem resolution process both internally and externally and escalating when required Positively contributes to the overall customer experience and foster good relationships with internal and external partners Contributes to the ongoing improvement of the customer experience within the Business Area Creates and/or recognizes exceptional customer service through established programs Prepares and/or reviews documentation packages in accordance with guidelines and policies including sound to advanced understanding of pricing economics and TD TBSM cost of funds tools and rate lock procedures Prepares documentation in accordance with state and local sales, use, and personal property tax regulations and responds to customer inquiries regarding same Closes transactions within granted booking, funding and signing authority Verifies and approves servicing system booking accuracy including sales and property tax billing setup and accelerated depreciation per IRS regulations and payments via wire and check Shareholder Accountabilities: Prioritizes and manages own workload to meet SLA requirements for service and productivity Consistently exercises discretion in managing correspondence, information and all matters of confidentiality; escalates issues where appropriate Be knowledgeable of practices and procedures within own area of responsibility and keep abreast of emerging trends for own functional area Protects the interests of the organization – identifies and manages risks, and escalates non-standard, high risk transactions / activities as necessary Conducts internal and external research projects; supports the development/delivery of presentations / communications to management or broader audience Conducts reporting and / or meaningful analysis at the functional or enterprise level using results to draw conclusions, makes recommendations, assesses the effectiveness of programs/ policies/ practices Monitors service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exists Ensures documentation prepared / completed is accurate and properly reflects business intentions and is consistent with relevant rules / regulations Acquires and applies expertise in the discipline, provide guidance, assistance and direction to others Identifies, recommends and effectively executes standard practices applicable to the discipline Adheres to internal policies/procedures and applicable regulatory