Citizens · 1 day ago
Private Bank, Lending Specialist (Boston, MA)
Boston, MA
Full-time
Onsite
Mid Level
$100K/yr - $130K/yr
3+ years expCitizens Private Bank is focused on expanding its Wealth Management and Business Banking services. The Lending Specialist will manage the loan process for various commercial real estate deals and Business Banking transactions, ensuring quality control and a high level of client service 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
Required
3+ years of multi-family, mixed use, industrial, retail, and C&I lending underwriting and loan processes
Demonstrated success working in high net worth, non-traditional loans and underwriting
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
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
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.
10001+ employees
H1B Sponsorship
Citizens has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$2B2025-02-26Post 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
2026-01-22
Talk Business & Politics
2026-01-19
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