PB Lending Specialist

Citizens Bank
Boston, New York
Full timeUSD 100,000 - 130,000 annuallyFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Advising","Analytical Reasoning","Business Development","Curiosity","Customer-centricity","Persistence and Tenacity","Motivating Others","Technologically Savvy","Financial Analysis","Financial Planning"]

Support the Private Bank Relationship Manager by managing and analyzing client loan portfolios through the loan lifecycle. Handle operational processing, quality control, and analytical underwriting support from application to closing, including residential and/or commercial real estate workflows. Serve as the main point of contact after relationship manager handoff, monitor pipeline deadlines, and prepare loan files and recommendations for Credit Risk approval.

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Citizens Bank
Citizens Bank
1 day ago

PB Lending Specialist

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Job Summary

Support the Private Bank Relationship Manager by managing and analyzing client loan portfolios through the loan lifecycle. Handle operational processing, quality control, and analytical underwriting support from application to closing, including residential and/or commercial real estate workflows. Serve as the main point of contact after relationship manager handoff, monitor pipeline deadlines, and prepare loan files and recommendations for Credit Risk approval.
Location: Boston, New York
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Support the Relationship Manager with operational, processing, and analytical work across the client loan portfolio with high quality control from application through closing
  • •Serve as the main point of contact after RM handoff for lending transactions with RM/Client Relations and third parties
  • •Perform financial statement analysis to determine loan eligibility and qualifications and monitor the active pipeline to meet closing deadlines
  • •Maintain accuracy by verifying financial and loan documents and managing the end-to-end loan process from loan live to closing with internal and external partners
  • •For residential lending: set up loan terms in Empower, order appraisal/title, prepare loan estimates, complete underwriting reviews, identify guideline variances, and provide an initial approval decision or recommendation for Credit Risk approval; for commercial/multi-family: underwrite property/guarantors/sponsors, ensure documents meet Private Bank guidelines, and prepare the loan file for approval and closing

Pay and Benefits

Salary: USD 100,000 - 130,000 annually
Perks:Health InsuranceDentalVisionRetirement BenefitsMaternity LeavePaternity LeavePaid LeaveLearning BudgetWellness Stipend

Key Requirements

  • •Strong understanding of the bank’s credit policy, underwriting guidelines, and loan origination systems
  • •Ability to perform thorough analysis of clients’ financials to determine loan eligibility and qualification
  • •Experience managing end-to-end loan processing with internal and external partners from the time the loan is live through closing
  • •Demonstrated attention to detail to maintain high quality control for financial and loan document accuracy
  • •Knowledge of residential lending or commercial real estate/multi-family lending underwriting workflows as applicable
Education:Bachelor's
Skills:AdvisingAnalytical ReasoningBusiness DevelopmentCuriosityCustomer-centricityPersistence and TenacityMotivating OthersTechnologically SavvyFinancial AnalysisFinancial Planning
Tech Stack:EmpowerLoan origination systems

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