Pipeline Support Analyst

Pipeline Support Analyst

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. Must be located within TD footprint : CT, DE, FL, ME, MD, MA, NH, NJ, NY, PA, RI, SC, VT, VA, DC.

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 :

Physical Requirements :

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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing and so will you.

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.

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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD and we're committed to helping you identify opportunities that support your goals. 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.