Sr Commercial Agency Services Specialist

Citizens Bank
Pittsburgh, Cleveland
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Attention to detail","Analytical and problem-solving","Collaboration","Sense of urgency"]

Administer complex commercial loan transactions, including syndicated deals and commercial real estate (CRE) facilities, serving as administrative agent for assigned portfolios. Oversee construction draw processes, verify funding requests against loan terms and milestones, and support interest reserves, escrow, and capital expenditure administration. Process transaction events, distribute participant notices, and ensure compliance with credit agreements, internal policies, and regulatory requirements while partnering closely with borrowers, lenders, and internal stakeholders.

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Citizens Bank
Citizens Bank
4 days ago

Sr Commercial Agency Services Specialist

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Last checked: 54 minutes agoStatus: Live

Job Summary

Administer complex commercial loan transactions, including syndicated deals and commercial real estate (CRE) facilities, serving as administrative agent for assigned portfolios. Oversee construction draw processes, verify funding requests against loan terms and milestones, and support interest reserves, escrow, and capital expenditure administration. Process transaction events, distribute participant notices, and ensure compliance with credit agreements, internal policies, and regulatory requirements while partnering closely with borrowers, lenders, and internal stakeholders.
Location: Pittsburgh, Cleveland
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Administer syndicated and commercial real estate loan transactions, including fundings, paydowns, rollovers, and payoff calculations.
  • •Manage construction draw processes by reviewing budgets, inspection reports, and disbursement requests while validating them against loan terms and milestones.
  • •Maintain and service assigned loan portfolio as Administrative Agent, ensuring timely and accurate loan servicing and agency administration.
  • •Coordinate and distribute required notices to participants and stakeholders for syndicated deals.
  • •Ensure compliance with credit agreements, regulatory requirements, and internal policies, including support for interest reserves, capital expenditure, and escrow accounts.

Key Requirements

  • •5–10+ years of experience in commercial loan servicing or agency services and syndicated lending/CRE loan administration.
  • •Strong construction loan servicing experience (preferred).
  • •Deep knowledge of commercial loan structures, credit agreements, and syndicated loan servicing/agency responsibilities.
  • •Experience with loan servicing systems, especially LoanIQ (strongly preferred).
  • •Bachelor’s degree in Finance, Business Administration, Accounting, or related field (or equivalent experience).
Experience:5+ yearsCommercial lendingSyndicated lendingCommercial real estateConstruction lending
Education:Bachelor's in Finance, Business Administration, Accounting, or related field
Skills:CommunicationAttention to detailAnalytical and problem-solvingCollaborationSense of urgency
Tech Stack:LoanIQ

Company Brief

Citizens Bank
Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Providence, United States
Founded: 1828
Website