TD Bank Jobs

Job Information

TD Bank CCG Team Leader in Philadelphia, Pennsylvania

260916BR

Job Title:

CCG Team Leader

TD Description:

About TD Bank, America's Most Convenient Bank®

TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth®, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit www.tdbank.com. at http://www.tdbank.com/ Find TD Bank on Facebook at www.facebook.com/TDBank and on Twitter at www.twitter.com/TDBank_US .

TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD". To learn more, visit www.td.com at http://www.td.com/ .

Auto req ID:

260916BR

Department Overview:

Commercial Real Estate "CRE" focuses on high quality, top tier, and well-capitalized developers, professional managers, and owner/operators of investment real estate. Specific core asset classes include: Multi-Family, Office, Retail, and Industrial properties.

Country:

United States

Job Requirements:

•\tCommunicates investment credit decisions to customers

•\tNegotiates specific terms and conditions for complex investments within parameters defined by CRA Investment Policy

•\tFinalizes legal documents with attorneys and prospects and closes investment transactions

•\tEnsures accuracy and maintenance of customer records and files and updates information as needed

•\tMeets with all clients and syndicators on a regular basis to determine client needs and stay up to date on industry changes

•\tDevelops and maintains knowledge of tax credit investment industry practices as well as applicable CRA, IRS and other federal, state and local regulations and guidelines relating to tax credit investments; Shares knowledge with lending, retail, CRA staff and other internal Company personnel so necessary personnel have current information; Maintains comprehensive understanding of commercial, tax credit and other Company products and services; possesses experience and understanding to approach customers with unique business situations and financing needs; maintains sales, negotiation and closing skills

•\tRepresents the Bank and CCGL at Company functions, business groups and civic organizations to maintain wide referral network and enhance sales performance

•\tDevelops, assigns and monitors plans to ensure completion of CRA goals and objectives and meeting deadlines

•\tDevelops and maintains knowledge of tax credit investment industry practices as well as applicable CRA, IRS and other federal, state and local regulations and guidelines relating to tax credit investments; Shares knowledge with lending, retail, CRA staff and other internal Company personnel so necessary personnel have current information; Maintains comprehensive understanding of commercial, tax credit and other Company products and services; possesses experience and understanding to approach customers with unique business situations and financing needs; maintains sales, negotiation and closing skills

•\tPrepares extensive management reports summarizing CCG and CRA activity

•\tMonitors status of current investment portfolio to ensure conformity with terms and conditions

•\tCoordinates closely with community development, tax and other related departments to update and exchange tax credit related information; Ensures achievement of CRA investment test goals with community development area and works with tax department to understand and use various state and federal tax credit investment programs

•\tManages existing tax credit portfolio to track investment results, ensure conformity with terms and adequacy of documentation and identify areas of credit weakness or delinquency; Coordinates with accounting and tax areas to ensure investments are properly recorded; Ensures customers adhere to limited partnership agreements and reviews general partner requests for amendments; makes periodic audit inspections of customer sites. Maintains current investment risk ratings; Makes appropriate comments in customer credit files to ensure information remains current; Takes appropriate action to correct deficiencies, including performing collection and workout activities as needed on delinquent accounts; Divests investments as appropriate after required holding periods have expired

•\tParticipates in development of department policies and procedures, particularly those affecting region supervised, and implements them in region; ensures adherence to policies, procedures, standards and guidelines.

•\tCommunicates regularly with department management to give and receive information, including policy and procedure coordination and regional performance and account status updates.

Hours:

TBD

Job Description:

The CCG Team Leader supervises and leads regional CCG staff, assigning, prioritizing and monitoring work. Invests Company funds in low income housing, historic and new market tax credit opportunities and other tax advantaged vehicles as well as venture capital funds and small business investment companies to an established annual budget in compliance with the investment guidelines and requirements of the Community Reinvestment Act (CRA), Internal Revenue Service (IRS) and Office of the Comptroller of the Currency (OCC) guidelines. This job develops and maintains business relationships with low income tax credit syndicators, non-profit agencies, developers, government agencies and other professionals as well as commercial lenders and others to generate tax credit opportunities.

Inclusiveness:

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach their potential.

If you are a candidate with a disability and need an accommodation to complete the application process, email the 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 application process.

EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Province/State:

New Jersey, New York, Pennsylvania

City:

New York City, Philadelphia, Ramsey

Qualifications:

•\t4 year degree required; MBA preferred

•\t7+ year related experience required

•\tIn-depth understanding of CRA and tax credit industry, business development techniques and credit decisions

•\tProven business development track record, with ability to conceptualize and implement effective new business strategies

•\tCommerical Real Estate audit/credit experience preferred

•\tExtensive network of outside referral sources for new business

•\tExcellent credit and financial analysis skills

•\tRefined negotiation skills

•\tSupervisory experience preferred

•\tExcellent communication skills, both verbal and written

•\tMembership in at least one professional and one civic organization encouraged during employment

Work Location:

125 Park Avenue Corporate

Business Line:

TD Bank AMCB

Job Category - Primary:

Commercial Banking

Job Category(s):

Commercial Banking

**Province/State (Primary):

New York

ProvState 2:

New Jersey

ProvState 3:

Pennsylvania

City (Primary):

New York City

City(s) 2:

Ramsey

City(s) 3:

Philadelphia

Job Family:

Corporate & Specialty Banking

Time Type:

Full Time

Employment Type:

Regular

Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

DirectEmployers