C&I Loan Specialist

2 weeks ago

New York, New York, United States Peapack-Gladstone Financial Full time
Company Overview:
Peapack-Gladstone Financial is a distinguished boutique banking institution, recognized for its excellence in wealth management, lending, and deposit solutions. Our innovative approach to private banking empowers clients to establish, maintain, and expand their financial legacies.

Why Choose Us?
With over a century of service, we prioritize the well-being of our employees and clients. Our culture is our cornerstone, fostering a diverse, equitable, and inclusive work environment. We are proud to be acknowledged as one of the 'Best Banks to Work For' by American Banker for six consecutive years. Our commitment to transparency, respect, and hospitality creates a family-like atmosphere where every team member is valued.

Position Summary:
The role involves the structuring, underwriting, and ongoing monitoring of middle-market Commercial & Industrial (C&I) loans, as well as Investor Commercial Real Estate (CRE) and Multifamily loans. The types of loans include owner-occupied and investor Commercial Real Estate, Working Capital Lines of Credit, and Term Loans.

Key Responsibilities:
  • Collaborate with the Senior Credit Officer and Commercial Private Banker to evaluate, structure, and underwrite new credit requests, ensuring comprehensive loan approval packages are prepared, including financial analysis, collateral assessment, and risk mitigation strategies.
  • Prepare accurate and timely loan proposals and conduct quarterly/annual loan reviews, ensuring appropriate risk ratings for borrowers while proactively identifying potential issues.
  • Conduct thorough annual and quarterly due diligence on existing clients, analyzing financial information, covenant compliance, and emerging risks.
  • Perform industry and market analysis, property inspections as necessary, and risk assessments to support written credit analysis.
  • Engage actively in loan discussion meetings with clients, prospects, bankers, and senior management.
  • Adhere to all bank policies and procedures, ensuring compliance at all times.
  • Provide mentorship and support to team members, fostering a collaborative environment.
  • Participate in special projects as required.
Essential Skills and Experience:
  • Bachelor's Degree in business, finance, or accounting.
  • A minimum of 3 years of experience in financial analysis, structuring, and underwriting.
  • Proficient in analyzing balance sheets, income statements, projections, and cash flow data.
  • Familiarity with personal financial analysis from Credit Bureaus and personal financial statements.
  • Proficient in Microsoft Outlook, Word, Excel, Co-Star, and Moody's.
  • Strong verbal and written communication skills, with the ability to interact effectively with clients and colleagues.
  • Ability to manage high volumes of data with meticulous attention to detail.
  • Maintain a professional demeanor at all times.
Nonessential Skills and Experience:
  • Willingness to take on additional responsibilities as assigned.
  • Maintain an organized and tidy workspace.
  • Familiarity with CreditTrack is a plus.
Benefits:
Peapack-Gladstone Financial offers comprehensive medical, dental, and vision coverage for full-time employees, alongside a competitive PTO package and 401k matching.

Equal Opportunity Employer:
We are committed to creating a diverse environment and are proud to be an equal opportunity employer. We do not discriminate based on race, religion, gender, sexual orientation, age, disability, or any other protected status.

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