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Citizens · 6 days ago

Private Bank Lending Specialist CRE

1301 Avenue of the Americas, New York, NY, 10019, US

Full-time

Onsite

Mid Level

$90K/yr - $130K/yr

3+ years exp

Citizens is a financial institution focused on providing a wide range of banking services. They are seeking a Private Bank Lending Specialist to support Relationship Managers with loan portfolios, ensuring quality control throughout the loan process.

BankingCredit CardsFinancial ServicesFinTechRetail

Responsibilities

Works closely with RM and client to identify lending needs and solutions

Performs analysis of client's financials to determine loan eligibility

After RM handoff, serves as main POC for all internal/external parties to lending transactions while keeping RM in the loop

Manages end-to-end loan process with clients, internal/external partners from inquiry through post-closing (e.g., presents loan to Credit Officer for approval, locks & submits loans, collects conditions, assists with closing coordination and any post-closing requests)

Monitors pipeline to ensure loan workflow is efficient and meeting closing deadlines

Maintains a high level of quality control for verifying accuracy of financial and loan documents

Qualification

C&I lending underwritingMulti-family lendingLoan processesMS ExcelCommunication skills

Required

Strong written and verbal communication skills with high attention to detail

Proficient use of MS Excel is required- pivot tables, macros, formulas and application navigation

Preferred

3+ years of multi-family, mixed use, industrial, retail, and C&I lending underwriting and loan processes preferred

Demonstrated success working in high net worth, non-traditional loans and underwriting

Benefits

Comprehensive medical, dental and vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States

Company

Citizens

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At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.

Founded in 1828

Providence, Rhode Island, USA

10001+ employees