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Citizens · 1 day ago

Private Bank Lending Specialist Commercial Real Estate

New York, NY

Full-time

Onsite

Entry, Mid Level

$90K/yr - $130K/yr

1+ years exp

Citizens is a customer-centric company dedicated to helping clients and giving back to local communities. They are seeking a Private Bank Lending Specialist in Commercial Real Estate to support Relationship Managers with loan portfolios, ensuring quality control from loan sizing to closing while maintaining client relationships and managing the loan process efficiently.

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 point of contact for all internal/external parties to lending transactions while keeping RM informed

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 due diligence, 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

Commercial real estate underwritingLoan processingMS ExcelWritten communicationVerbal communicationAttention to detail

Required

Strong written and verbal communication skills with high attention to detail required

Proficient use of MS Excel is required

Preferred

1-3 years of commercial real estate underwriting and processing preferred

Benefits

Comprehensive medical, dental and vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Company

Citizens

Glassdoor3.6

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

https://www.citizensbank.com/

Funding

Current Stage

Public Company

Total Funding

$2B

2025-02-26Post Ipo Debt· $750M

2024-07-09Post Ipo Debt· $1.25B

2014-09-23IPO

Leadership Team

Melisa Carrascoza

SVP, Business Banking Market Executive - New England South

Steve Kozek

Head of Commercial Excellence, Senior Vice President

Recent News

Business Wire

Citizens Financial Group, Inc. Reports Fourth Quarter 2025 Net Income of $528 million, up 32% YoY, and EPS of $1.13, up 36% YoY

2026-01-22

Business Wire

Citizens Financial Group to Participate at the UBS Financial Services Conference

2026-01-22

Talk Business & Politics

Connections: New hires announced at Walton School of Medicine

2026-01-19

Company data provided by crunchbase