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TD Equipment Finance, Inc.
Operations Officer V - TDEF (US)
Career Insights for Operations Analyst (General)
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What they do
An Operations Analyst analyzes systems and processes in an organization or business and uses findings to help solve problems and improve management. Uses advanced statistical and mathematical models and computer software to analyze a wide variety of data; collaborates with other analysts and with the management of an organization.
$76,388 / year median in New Jersey
+3% projected growth
Job Description
Work Location:
Mount Laurel, New Jersey, United States of America Hours:
40Pay Details:
$24.00- $33.
Line of Business:
Personal & Commercial Banking Job Description:
The Operations Officer V- TDEF assigns and monitors the daily workflow and distribution for own functional area and ensures the required documentation preparation, transaction processing and servicing system boarding is completed meeting all Service Level Goals.
Depth & Scope:
Requires specialized expertise and performs multiple and/or diverse tasks that are highly complex, involving multiple steps, systems, and jurisdictions Transactions and activities require expert knowledge across a broad range or variety of products, processes or systems within own area of specialty and where transactions could be characterized by moderate to high risk Gathers and analyzes data to identify and solve complex problems, escalates as required Uses sound judgement and understanding of process/policy risk when recommending exceptions outside general practices or guidelines. Generally interacts with internal customers / partners for functions performed and/or external customers Acts as a team lead, coordinating the work of others and providing coaching to maintain service, process and product standards May provide process / policy guidance to others (e.g. within team, internal partners) Focus of work is weekly, monthly and/or longer with addition of ad-hoc and initiative based requests, as required Processes subject matter expert in a range of technical processes and procedures through job related training and considerable on the job experience to perform a range of work assignments Requires advanced knowledge of the business unit / operational functions as well as regulatory issues/ requirements for jurisdictions supported May involve cross-functional teams across TD and/or involving external contactsEducation & Experience:
High School diploma Undergraduate degree/ college diploma preferred 3+ years relevant experienceCustomer Accountabilities:
Acts as first point of escalation for resolving processing and operational questions and escalate when necessary Provides sound advice and solutions utilizing established customer service framework Ensures customer problems are handled appropriately by utilizing the established partner problem resolution process both internally and externally and escalating when required Positively contributes to the overall customer experience and foster good relationships with internal and external partners Contributes to the ongoing improvement of the customer experience within the Business Area Creates and/or recognizes exceptional customer service through established programs Prepares and/or reviews documentation packages in accordance with guidelines and policies including sound to advanced understanding of pricing economics and TD TBSM cost of funds tools and rate lock procedures Prepares documentation in accordance with state and local sales, use, and personal property tax regulations and responds to customer inquiries regarding same Closes transactions within granted booking, funding and signing authority Verifies and approves servicing system booking accuracy including sales and property tax billing setup and accelerated depreciation per IRS regulations and payments via wire and checkShareholder Accountabilities:
Prioritizes and manages own workload to meet SLA requirements for service and productivity Consistently exercises discretion in managing correspondence, information and all matters of confidentiality; escalates issues where appropriate Be knowledgeable of practices and procedures within own area of responsibility and keep abreast of emerging trends for own functional area Protects the interests of the organization- identifies and manages risks, and escalates non-standard, high risk transactions / activities as necessary Conducts internal and external research projects; supports the development/delivery of presentations / communications to management or broader audience Conducts reporting and / or meaningful analysis at the functional or enterprise level using results to draw conclusions, makes recommendations, assesses the effectiveness of programs/ policies/ practices Monitors service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exists Ensures documentation prepared / completed is accurate and properly reflects business intentions and is consistent with relevant rules / regulations Acquires and applies expertise in the discipline, provide guidance, assistance and direction to others Identifies, recommends and effectively executes standard practices applicable to the discipline Adheres to internal policies/procedures and applicable regulatory guidelines Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite May lead work streams by acting as a project lead / subject matter expert for small scale projects / initiatives in accordance with project management methodologies
Employee/Team Accountabilities:
Participates fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/ points of interest Supports the team by continuously enhancing knowledge / expertise in own area and participates in knowledge transfer within the team and business unit Keeps current on emerging trends/ developments and grow knowledge of the business, related tools and techniques Participates in personal performance management and development activities, including cross training within own team Keeps others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities Contributes to the success of the team by willingly assisting others in the completion and performance of work activities; provides training, coaching and/or guidance as appropriate Contributes to a fair, positive and equitable environment that supports a diverse workforce Acts as a brand ambassador for your business area/function and the bank, both internally and/or externallyPhysical Requirements:
Never:
0%;Occasional:
1-33%;Frequent:
34-66%;Continuous:
67-100% Domestic Travel- Occasional International Travel
- Never Performing sedentary work
- Continuous Performing multiple tasks
- Continuous Operating standard office equipment
- Continuous Responding quickly to sounds
- Occasional Sitting
- Continuous Standing
- Occasional Walking
- Occasional Moving safely in confined spaces
- Occasional Lifting/Carrying (under 25 lbs.)
- Occasional Lifting/Carrying (over 25 lbs.)
- Never Squatting
- Occasional Bending
- Occasional Kneeling
- Never Crawling
- Never Climbing
- Never Reaching overhead
- Never Reaching forward
- Occasional Pushing
- Never Pulling
- Never Twisting
- Never Concentrating for long periods of time
- Continuous Applying common sense to deal with problems involving standardized situations
- Continuous Reading, writing and comprehending instructions
- Continuous Adding, subtracting, multiplying and dividing
- Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.