Current jobs related to Private Bank Business Banking Underwriter Portfolio Manager III - Providence - Citizens Bank
-
Commercial Banking Relationship Manager
2 weeks ago
Providence, Rhode Island, United States Customers Bank Full timeAbout the RoleWe are seeking a highly skilled and experienced VP, Business Development Manager to join our team at Customers Bank. As a key member of our Banking Group, you will be responsible for supporting the daily management of our clients and overseeing a portfolio of middle market, real estate, commercial, and high net worth clients.Key...
-
VP, Business Development Manager
1 week ago
Providence, Rhode Island, United States Customers Bank Full timeAbout the Role:We are seeking a highly skilled and experienced VP, Business Development Manager to join our team at Customers Bank. As a key member of our Banking Group, you will be responsible for supporting the daily management of our clients and overseeing a portfolio of middle market, real estate, commercial, and high net worth clients.Key...
-
VP, Business Development Manager
2 weeks ago
Providence, Rhode Island, United States Customers Bank Full timeAbout the RoleWe are seeking a highly skilled and experienced VP Commercial Relationship Manager to join our team at Customers Bank. As a key member of our Banking Group, you will be responsible for managing a portfolio of commercial clients and driving revenue growth through new business development and cross-selling opportunities.Key ResponsibilitiesClient...
-
VP, Relationship Manager
1 week ago
Providence, Rhode Island, United States Customers Bank Full time{"title": "VP, Commercial Relationship Manager", "subtitle": "Join Customers Bank", "content": "At Customers Bank, we're revolutionizing the banking industry with innovative solutions and memorable experiences for our customers. As a VP, Commercial Relationship Manager, you'll be part of a great team that rewards hard work and celebrates new ideas. We're...
-
Commercial Middle Market Underwriter
4 months ago
Providence, United States Santander Full timeCommercial Middle Market Underwriter & Portfolio Manager-VPCountry: United States of America Reviews, analyzes and evaluates risks in order to renew existing business or generate new accounts. Determines appropriate terms and conditions for coverages and rates for program profitability. Contributes to the profitable growth of specific program(s) by...
-
Business Development Analyst
4 months ago
Providence, United States RI Infrastructure Bank Full timeJob DescriptionJob DescriptionSalary: $55K-75KAbout the role:The Business Development Analyst’s primary duties are supporting the Program and Business Development team in maintaining client relationships with our municipal partners as well as providing strategic support to the Bank’s lending programs. The position’s responsibilities include support in...
-
Private Client Relationship Manager, Barrington
23 hours ago
Providence, United States Citizens Full timeDescription At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial...
-
Retail Banking Consultant
3 weeks ago
East Providence, Rhode Island, United States Jobs for Humanity Full timeJob OverviewPosition: Retail Banking ConsultantThis role is a contractual position.Work Arrangement: HybridAbout the RoleAs a Retail Banking Consultant, you will be instrumental in improving customer banking interactions while enjoying flexible working hours and direct engagement with clients.Key ResponsibilitiesWelcome clients, confirm their identity, and...
-
Providence, Rhode Island, United States Citizens Bank Full timeFiduciary Services Business Support Manager IJob Summary:We are seeking a highly skilled Fiduciary Services Business Support Manager I to join our team at Citizens Bank. As a key member of our Fiduciary Services team, you will be responsible for providing exceptional support to our clients and colleagues.Key Responsibilities:Assist in the administration of...
-
Renewal Business Underwriter Assistant
3 weeks ago
Providence, Rhode Island, United States Novatae Risk Group Full timePosition Overview:We are in search of a dedicated underwriting support professional who will be responsible for managing a significant portfolio of renewal business while also addressing tasks related to both new and renewal accounts. The ideal candidate recognizes the value of accountability and ingenuity, showcasing the following attributes:Compensation:...
-
Entry Level Banking Training Opportunity
5 days ago
Providence, United States Year Up United Full timeYear Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with...
-
Equipment Management Specialist
7 days ago
Providence, Rhode Island, United States Bank of America Full timeJob SummaryWe are seeking a highly skilled Equipment Management Officer to join our team at Bank of America. As an Equipment Management Officer, you will play a critical role in identifying markets and participating in the valuation of leased equipment.Key ResponsibilitiesCollateral Valuation and Residual Risk Evaluation: Conduct thorough evaluations of...
-
Fiduciary Services Business Support Manager I
2 weeks ago
Providence, Rhode Island, United States Citizens Bank Full time**About the Role**We are seeking a highly skilled Fiduciary Services Business Support Manager I to join our team at Citizens Bank. As a key member of our organization, you will be responsible for providing exceptional support to our fiduciary services business.Key Responsibilities:Assist in the administration of trust and estate mattersProvide support for...
-
Client Relationship Specialist
3 weeks ago
Providence, Rhode Island, United States Provident Bank Full timePOSITION SUMMARY: As a Client Relationship Specialist at Provident Bank, your primary responsibility is to cultivate and maintain relationships with clients and potential clients. This role involves understanding, identifying, and addressing their financial requirements while ensuring a positive experience during every interaction at the branch. The...
-
Pathology - Blood Banking/Transfusion Physician
3 weeks ago
Providence, United States octapharma plasma inc. Full timeDocCafe has an immediate opening for the following position: Pathology-Blood Banking/Transfusion Physician in Providence, Rhode Island. DocCafe is the premier physician and advanced practice job board to help you advance your healthcare career. Register now to apply for this job and for access to 125,000+ other openings. DocCafe Offers: Free Physician and...
-
Senior Audit Manager
3 weeks ago
Providence, Rhode Island, United States Bank of America Full timeSenior Audit ManagerLocation: Various locations across the United StatesPosition Overview:At Bank of America, our mission is to enhance financial well-being through meaningful connections. We are committed to Responsible Growth, which shapes our operations and our service to clients, colleagues, communities, and shareholders alike.We strive to create an...
-
Entry Level Banking Training Opportunity
2 weeks ago
Providence, United States Year Up United Full timeYear Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with...
-
Entry Level Banking Training Opportunity
2 weeks ago
Providence, United States Year Up United Full timeYear Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with...
-
Entry Level Banking Training Opportunity
1 week ago
Providence, United States Year Up United Careers Full timeYear Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with...
-
Entry Level Banking Training Opportunity
2 weeks ago
Providence, United States Year Up United Full timeYear Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with...
Private Bank Business Banking Underwriter Portfolio Manager III
4 months ago
Description
As the Business Banking Operations Underwriter PM III (UW III), you will be responsible for reviewing and underwriting loan requests under the Commercial Credit Policy up to TCL $10MM. Underwriting and recommendations should be based on sound credit judgment with particular emphasis on adherence to credit policy and requirements, bank’s risk culture, financial analysis/modeling, risk evaluation and mitigation and proper loan structuring. The UW III is responsible for underwriting and recommending for approval within SLAs and meeting production requirements. The Business Banking Operations Underwriter III will independently interact with senior management, sales team, credit products manager and credit officers in order to discuss and resolve risk related issues. This role independently reviews financials, proposed loan structure, collateral and due diligence and makes recommendations of new money requests for approval. Aggressively seeks alternative means of financing or counter offers for all borrowers when it is determined that the original request cannot be accommodated. The UW III will perform the functions of the position with periodic oversight and is expected to perform with reasonable general supervisory intervention. They will be responsible for underwriting the simple and complex relationships within the group.
Primary responsibilities include
Evaluates appropriateness of loan structure with Relationship Managers (RMs) and Credit Product Managers (CPMs) as needed to meet client needs for new loans while ensuring Citizens’ credit risk profiles are maintained.
Assumes the responsibility to protect and preserve the integrity of Citizens’ risk appetite while accurately assessing and managing risk.
Assures compliance with commercial credit policy and risk acceptance criteria. Effectively maintains high quality credit file documentation in a paperless environment. Applies credit skills, product knowledge, industry analysis, and sound judgment to assess and manage credit risk effectively.
Exhibits knowledge of various types of loan terms, structures, and conditions and understanding of loan documentation.
Actively and Effectively Manage multiple clients and transactions to meet production expectations as measured by goal setting metrics’ production commensurate with type & complexity of underwriting package. Consistently adheres to all service level agreements. credit experience and skill set with the moderately complex credits, with moderately complex organization structures, documentation, moderately complex covenant structures and/or collateral structures.
Exhibits comprehensive written and verbal communication skills.
Regularly interacts with and develops relationships with existing RMs & CPMs.
Duties may also include mentoring junior colleagues, proactively building relationships both within department and across business units.
Shows ability to make recommendations to Credit Officers around credit decisions.
Develops an understanding of cross sell services and can convey benefits of such on assigned portfolios.
Qualifications
Bachelor’s Degree, Preferred: Masters’ Degree.
5+ years of experience and exhibited competency in various aspects of commercial lending /portfolio management including financial analysis and credit structuring, understanding and applying credit policy, and credit monitoring and risk administration practices.
Expected to have high level of credit and documentation experience.
Must be skilled in proposing and negotiating and recommending credit and covenant structures for approval.
Must demonstrate practical and conceptual knowledge of credit and risk analysis.
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
#J-18808-Ljbffr
