PB Credit Associate BB

Citizens Bank
Boston
Workplace: HybridFull timeUSD 115,000 - 145,000 annuallyFunction: Banking, Lending & CreditExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Attention to detail","Quality control","Analytical reasoning","Persistence"]

Support the Private Bank Relationship Manager by managing client loan portfolios with a focus on operational excellence, analysis, and quality control. Work with RMs and clients to identify lending needs, assess eligibility through financial analysis, and serve as the main point of contact for lending transactions from inquiry through post-closing. Own end-to-end loan processing, monitor pipeline timelines, and ensure compliance with Private Bank credit policy and regulatory requirements for commercial real estate lending.

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FursaFursa
Citizens Bank
Citizens Bank
3 days ago

PB Credit Associate BB

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Last checked: 6 hours agoStatus: Live

Job Summary

Support the Private Bank Relationship Manager by managing client loan portfolios with a focus on operational excellence, analysis, and quality control. Work with RMs and clients to identify lending needs, assess eligibility through financial analysis, and serve as the main point of contact for lending transactions from inquiry through post-closing. Own end-to-end loan processing, monitor pipeline timelines, and ensure compliance with Private Bank credit policy and regulatory requirements for commercial real estate lending.
Location: Boston
Workplace: Hybrid
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Partner with the Relationship Manager and clients to identify lending needs and appropriate solutions.
  • •Perform financial analysis to determine loan eligibility.
  • •After RM handoff, act as the main point of contact for internal and external parties while keeping the RM informed.
  • •Manage end-to-end loan processing from inquiry through post-closing, including presenting loans for approval, locking/submitting loans, collecting conditions, and coordinating closing.
  • •Monitor loan pipeline workflow to ensure efficiency and meet closing deadlines while maintaining document accuracy and quality control.

Pay and Benefits

Salary: USD 115,000 - 145,000 annually
Perks:Health InsuranceDentalVisionRetirementParental LeaveLearning BudgetWellness Stipend

Key Requirements

  • •3+ years of experience in credit policy, lending origination systems, complex underwriting, and commercial real estate/multi-family regulatory requirements.
  • •Lending underwriting and credit analysis experience.
  • •Demonstrated success working in high net worth, non-traditional loans and underwriting.
  • •Strong written and verbal communication skills with high attention to detail.
  • •Knowledge of Private Bank credit policy, lending origination systems, and regulatory requirements.
Experience:3+ years
Education:Bachelor's
Skills:CommunicationAttention to detailQuality controlAnalytical reasoningPersistence

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