Loan Operations Representative IV

Loan Operations Representative at TD performing administrative tasks and servicing loans. Leading a team within Loan Operations with customer service and research responsibilities.

Posted 5/19/2026full-timeMount Laurel • New Jersey • 🇺🇸 United StatesMid-LevelSenior💰 $23 - $29 per hourWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

administrative tasksgeneral ledger entriesbudget developmentauditinginvestigating discrepanciesresearching informationcustomer servicefraud preventiondata entryperformance management

Soft Skills

attention to detailprioritizationguidanceknowledge-sharinginterpersonal skillswritten communicationverbal communicationanalytical abilitiescoachingleadership

Tools & Technologies

MS Office SuiteExcelnCinoSalesforce

Certifications & Qualifications

high school diplomaGED

Industry Keywords

Loan Operationsagency regulationsprocedural knowledgecustomer inquiriesdiscrepancy resolution

About the role

Key responsibilities & impact

Performs various administrative tasks involved in servicing Loans
Performs highly complex or non-routine administrative tasks exercising significant judgment and discretion in the performance of duties usually in support of a single unit or team within Loan Operations
Tasks are performed independently with limited supervision and review
Tasks may include research, processing incoming mail, customer service and contact, and external agency contact
Provides information and procedural knowledge for less experienced staff
Performs research on suspicious items and reports findings to appropriate resource to help prevent fraudulent activities
Makes entries in general ledger related to paperwork and information processed
Approves and reviews general ledger entries and/or invoices for accuracy and completeness
Provides input and assistance to management in developing and maintaining budget
Identifies, audits, investigates, and rectifies departmental discrepancies
Reviews work and provides information and procedural knowledge to less experienced staff
Provides the primary leadership of a unit or team within Loan Operations including input to performance management, coaching, and guidance to team members
Responds to the most complex inquiries and issues from customers and internal units; researches information to provide responses and resolution
Contacts customers to explain items affecting their accounts
Follows up with branches and other units to resolve discrepancies and customer issues

Requirements

What you’ll need

High school diploma or GED
3+ years related experience
Proven knowledge of Loan Operations policies and procedures as well as related agency regulations
Proven computer literacy and proficiency in common PC applications
Proven attention to detail and the ability to prioritize workload to meet unit objectives
Proven ability to provide guidance to others, clarifying complex policies and procedures and facilitating knowledge-sharing in the work group is required
Excellent interpersonal skills, as well as excellent written and verbal skills
Must possess strong analytical and administrative abilities
MS Office Suite, especially Excel preferred
nCino Salesforce experience preferred

Benefits

Comp & perks

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 opportunities
Reward and recognition programs