Commercial Sales Asst III - Portland

TD Bank Group Portland , OR 97228

Posted 2 months ago

Job Requirements

  • Provides professional and efficient service to external and internal Customers.

  • Responsible for the most complex payments, advances, pay-downs, wires and line of credit adjustments.

  • Works closely with Relationship team with early delinquency resolution.

  • Prepares correspondence under the direction and review of Relationship Team.

  • Resolution of exception reporting items.

  • Serves as a resource for Commercial Sales Assistant I & II.

  • Develops and makes recommendations of procedures and process flow.

  • Supports and assists Relationship Team with reporting, loan activities, delinquencies, correspondence preparation and tracking in loan information.

  • Must be eligible for employment under regulatory standards applicable to the position.

Job Description

The Commercial Sales Assistant III provides ongoing Customer service and documentation support as the Relationship Team's liaison on assigned accounts.


  • High school diploma or equivalent experience.

  • 3-5 years related experience required.

  • Demonstrated knowledge of commercial lending products, credit policy, loan documentation and administration requirements, and legal and regulatory guidelines.

  • Demonstrated knowledge of commercial lending policy and procedures, including lending authority, loan structures, risk ratings, loan to value ratio and other related information.

  • Demonstrated knowledge of commercial rate changes, billing processes, reading transaction histories, explaining late fees and interpreting the technical details of the loan system for Customers and Relationship Team.

  • Exceptional Customer service skills.

  • Strong analytical, problem solving and organizational skills.

  • Strong communication skills, both verbal and written.

  • Flexible and adaptable to change, with demonstrated ability to learn new tasks and systems quickly.

  • Demonstrated attention to detail, including ability to review large amounts of detailed documents for accuracy.

  • Strong PC skills, along with knowledge of Relationship Team systems and software.

  • Able to learn and assist others with new tasks and systems.

Employment Type


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Commercial Sales Asst III - Portland

TD Bank Group