Citizens · 22 hours ago
Private Bank, Lending Specialist (Business Banking) - New York, NY
1301 Avenue of the Americas, New York, NY, 10019, US
Full-time
Hybrid
Mid, Senior Level
$120K/yr - $150K/yr
5+ years expCitizens is a financial institution providing various banking services, and they are seeking a Senior Private Bank Lending Specialist. The role involves supporting the Relationship Manager with loan portfolios, ensuring quality control throughout the loan process, and mentoring team members.
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
The senior lending specialist will have more access and authority in the loan origination system than more junior Lending Specialists
Qualification
Required
minimum 5+ years of experience and knowledge of credit policy, lending origination systems, and regulatory requirements involved in commercial real estate/multi-family lending
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
Competitive pay
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
2026-02-02
2026-01-22
Company data provided by crunchbase