Credit Management Associate Iii (us)

TD Ameritrade

Worcester, Massachusetts, United States of America
Base: $25.50 - $36.00 usd; bonus/equity: eligible ...
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Commercial loan portfolio management
Financial statement analysis
Loan origination system input
** TD Ameritrade is seeking a Credit Management Associate III in Worcester, Massachusetts, to manage a portfolio of commercial accounts and support various credit management functions. The role requires a minimum of three years of related experience, strong analytical skills, and the ability to build client relationships. **

Job Summary

  • This role manages an assigned account portfolio for new and existing commercial customers throughout the total lifecycle of each account.
  • The position requires assisting with the uploading of due diligence, preparing basic financial analysis, and generating loan documents using internal systems.
  • TD offers a competitive Total Rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

Match Score: 75

** TD Ameritrade is seeking a Credit Management Associate III in Worcester, Massachusetts, to manage a portfolio of commercial accounts and support various credit management functions. The role requires a minimum of three years of related experience, strong analytical skills, and the ability to build client relationships. **

Salary

Base: $25.50 - $36.00 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, savings, retirement, PTO, banking discounts

Skills & Requirements

Must-have

  • Commercial loan portfolio management
  • Financial statement analysis
  • Loan origination system input
  • GAAP and FASB knowledge
  • Credit file maintenance

Nice-to-have

  • Strong analytical problem solving skills
  • Ability to influence without authority
  • Proactive relationship management
  • Clear communication of numerical data

Key Requirements

  • 4 year degree or equivalent experience
  • 3+ years of related experience
  • Accounting knowledge including GAAP regulations

Work Rights

Not specified

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