Operations Loan Specialist I
2 months ago
Description
The Business Banking Operations Loan Specialist I is responsible for the processing of commercial credit in support of underwriting during their origination and/or the ongoing portfolio management activities. Communicates with both internal and external customers identifying required information and provides status updates to interested parties. Maintains/updates appropriate systems, determines and orders necessary due diligence, assists with the transfer of credits, supports the establishment and maintenance of virtual credit files and the overall preparation of a file for underwriting as specified in accordance with the Policies and Procedures established by Business Banking Operations, and provides general operational support for the Business Banking Operations department.
Primary responsibilities include:
+ Ensuring loans are closed and documented in accordance with the Citizens credit approval procedure.
+ Accurately booking the loan to the loan accounting system.
+ Performing appropriate due diligence tasks, reviewing operational risk components, and ensuring conditions precedent are met prior to closing or funding a loan.
+ Possess strong verbal and written communication skills in order to interact efficiently and effectively with internal business partners, legal counsel and clients.
+ Knowledge of Federal regulations, loan documentation terms and conditions including credit agreements, notes, guarantees, and collateral is required as you will act as a gate keeper for certain compliance and reporting requirements.
+ Reconcile loan accounting recon account for assigned loans.
+ Manage and clear post-closing legal documentation exceptions in compliance with bank policy.
+ Implement effective controls and proactively initiate action over key client indicators and managing loan closings within established Key Performance Indicators (KPI's).
Qualifications, Education, Certifications and/or Other Professional Credentials
+ An Associates or Bachelor's degree is preferred or 2-3 years of relevant business experience. A minimum of 2 years in Banking and/or Financial Services.
+ Highly motivated and is team-oriented. Analytical ability to expedite moderately complex problem resolution.
+ Highly-effective written and oral communication skills. Able to provide exceptional customer service and to effectively communicate with customers, colleagues, and with all levels of management.
+ Strong organizational skills with the ability to manage multiple priorities in a time sensitive environment while maintaining service level agreements. Ability to effectively manage a pipeline of credits, independently prioritizing activities.
+ Prior work experience in a business/commercial lending environment is required with knowledge of customary products, practices and policies. Knowledge of SBA processing and real estate secured lending is preferred. Advanced knowledge of typical commercial loan documentation, financial statements and due diligence is required.
+ Must be experienced with MS Word, Excel, Outlook.
+ Experience with FaCT, AFS, Relay, Content Manager are all pluses.
Hours & Work Schedule
+ Hours per Week: 40
+ Work Schedule: Mon - Fri
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, colleagues or a dependents 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.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
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