Specialty Lending Servicing Professional

Citizens Bank
United States
Workplace: HybridFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Attention to detail","Organizational skills","Risk management","Cross-functional collaboration","Customer experience"]

Support origination and ongoing servicing for the Specialty Lending portfolio, with a primary focus on Securities-Based Lending (SBL) and the Partner Loan Program (PLP). Serve as a day-to-day servicing point of contact, ensuring transactions are executed accurately, efficiently, and in compliance with approved credit terms and bank policies. Manage collateral positions and documentation, monitor collateral sufficiency, coordinate with lending and product partners, and help deliver a consistent advisor/client experience.

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FursaFursa
Citizens Bank
Citizens Bank
2 days ago

Specialty Lending Servicing Professional

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Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

Support origination and ongoing servicing for the Specialty Lending portfolio, with a primary focus on Securities-Based Lending (SBL) and the Partner Loan Program (PLP). Serve as a day-to-day servicing point of contact, ensuring transactions are executed accurately, efficiently, and in compliance with approved credit terms and bank policies. Manage collateral positions and documentation, monitor collateral sufficiency, coordinate with lending and product partners, and help deliver a consistent advisor/client experience.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Partner with lending specialists, PLP relationship managers, and PWSL product managers to deliver a unified servicing approach across specialty lending products.
  • •Act as a trusted servicing resource by providing guidance while maintaining appropriate risk discipline.
  • •Support a “one-team” approach by aligning stakeholders across advisor and client interactions.
  • •Prepare and review loan documentation for new origination requests.
  • •Provide ongoing SBL and PLP operational servicing, including collateral monitoring and maintenance, and processing collateral withdrawals/substitutions/releases according to agreements and approvals.

Key Requirements

  • •Ability to interact confidently with relationship managers, advisors, bankers, and internal partners on behalf of clients.
  • •Strong attention to detail and organizational skills to manage multiple requests in a fast-paced environment.
  • •Demonstrated ability to work independently while collaborating across multiple teams.
  • •Commitment to delivering a high-quality internal and external stakeholder experience.
  • •Experience in lending, operations, loan servicing, or wealth management (preferred), including familiarity with loan documentation and consumer loan rules/regulations (e.g., Reg B, UDAAP, ECOA).
Experience:LendingLoan servicingWealth managementPrivate bankingConsumer lendingSecurities-based lendingSpecialty lending
Education:High School
Skills:Attention to detailOrganizational skillsRisk managementCross-functional collaborationCustomer experience

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