Loan Specialist Ii

Full-time 4 views
Company TD Bank, N.A. Location Lewiston, ME, United States


Legal Staff

Min 3 yrs required



Sep 30, 2022

Jun 17, 2022


Loan Specialist II
The candidate will manage a loan pipeline from origination through to closing and funding in accordance with Bank policies and procedures. Will provide documentation and Bank policy and procedure guidance to all lending areas. Conducts searches and performs necessary due diligence. Ensures all applicable loan documentation is uploaded to image repository system. Handles loans that are complex in nature ensuring all documentation are in compliance. Resolves complex issues relating to closings. Verifies all quality control procedures are maintained and monitored. Serves as a resource for Loan Specialist I. Ensures all loans are closed without critical, noncritical or regulatory exceptions. Ensures all required loan conditions (insurance, collateral, etc.) are sufficient and properly documented and in compliance with bank policy. May manage/confirm TD changes are consistent with system requirements. Evaluates best course of action taking into account bank policy, regulatory requirements, impact to the customer, and impact to the bank as well as cost factors. Manages/takes appropriate actions to ensure loans are ready to be funded, booked and properly set-up if necessary. Generates and maintains loan documentation from beginning to finish ensuring adherence with compliance with bank policy procedures regulatory requirements and lending conditions. Establishes relationships with applicable operation teams, relationship management team, credit offers, and others as needed. Acts as liaison with bank counsel, compliance, asset based lending, leasing, government banking, derivatives, construction loan administration, brokers, international department, and various other parties to the loan as needed. Must be eligible for employment under regulatory standards applicable to the position.

Qualification and Experience

The candidate should have 4 year degree or equivalent experience. Must have 3+ years of related experience. Demonstrated ability to provide excellent Customer service to internal and external customers is required. Must have excellent PC skills and familiarity with standard office equipment. Must be detail-oriented, self-motivated and able to work independently in handling a heavy workload. Possesses organizational, analytical and decision-making skills. Should have effective interpersonal, verbal and written communication skills. Must have strong knowledge of loan documentation title policies, appraisals, environmental assessment, entity formation documents and bank policies and procedures. Paralegal experience/knowledge needed. Should have project management skills.

Additional info

Ref 369776BR

Company info

Hiring Coordinator
TD Bank, N.A.
217 Main St.
Lewiston, ME 04240

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