Senior Operations Officer I (Td Equipment Financing)

Work Location: Mount Laurel, New Jersey, États-Unis d'Amérique

Hours: 40

Line of Business: Soutien à la distribution, Clients et Ventes

Pay Detail: $25.00 - $37.25 USD

Job Description: The Sr. Operations Officer I- TDEF assigns and monitors the daily workflow and distribution for own functional area and ensuring the required documentation preparation, transaction processing and servicing system boarding is completed meeting all Service Level Goals. 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 Ops specialists.

Depth & Scope: Serves as an expert in operational function and performs end-to-end activities. Requires a comprehensive understanding of a range of product and services, processes, procedures, systems and concepts within their own and related areas of specialty, and where transactions could be characterized by high complexity and risk. Leads problem resolution for issues that have been escalated, and/or escalate to appropriate level where further clarity or interpretation is required for higher complex policies or rules is required. Completes work within specifically defined parameters with guidance/direction from management as necessary. Requires diplomacy to exchange ideas and information with internal partners and management. Acts as a deep subject matter process 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. Contributes deep technical knowledge to internal/external stakeholders. Focus of work is weekly, monthly and/or longer with addition of ad-hoc and initiative based requests, as required. Requires expert process management knowledge, through job related training and considerable on the job experience to lead a range of work assignments. Requires advanced knowledge of the business unit/operational functions and interaction points with other related areas 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. 4+ 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. Communicates with customers, vendors and outside legal counsel in coordination with all stakeholders. May perform credit attestations. 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 respond 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; escalate 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 – identify and manage risks, and escalate non-standard, high risk transactions/activities as necessary. Conducts internal and external research projects; support 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, make recommendations, assess 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 that is 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 guidelines. Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts. Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite. May lead work streams by acting as a project lead/subject matter expert for small scale projects/initiatives in accordance with project management methodologies. Employee / Team Accountabilities: Participates fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/points of interest. Supports the team by continuously enhancing knowledge/expertise in own area and participate in knowledge transfer within the team and business unit. Keeps current on emerging trends/developments and grow knowledge of the business, related tools and techniques. Participates in personal performance management and development activities, including cross training within own team. Keeps others informed and up-to-date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities. Contributes to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate. Contributes to a fair, positive and equitable environment that supports a diverse workforce. Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally. 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.

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