PB Lending Specialist BB
Apply NowCompany: Capital Markets Placement
Location: New York, NY 10025
Description:
Job Description
The Private Bank Sr Lending Specialist supports the Partner Lending business through the firm underwriting process for prospective partner lending programs and will also support consumer underwrites of borrower's under the program as capacity enables. The specialist will prioritize clients with extraordinary care and service. The Senior Lending Specialist works in primarily operational, underwriting, processing, and analytical capacities, ensuring a high level of quality control from application through the closing process. The Sr PB Lending Specialist has a strong understanding of Citizens Private Bank's credit policy, underwriting guidelines, and loan origination systems.
Primary responsibilities include
Qualifications, Education, Certifications and/or Other Professional Credentials
Hours & Work Schedule
About Us
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Equal Employment and Opportunity Employer
Job Applicant Data Privacy Policy
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
The Private Bank Sr Lending Specialist supports the Partner Lending business through the firm underwriting process for prospective partner lending programs and will also support consumer underwrites of borrower's under the program as capacity enables. The specialist will prioritize clients with extraordinary care and service. The Senior Lending Specialist works in primarily operational, underwriting, processing, and analytical capacities, ensuring a high level of quality control from application through the closing process. The Sr PB Lending Specialist has a strong understanding of Citizens Private Bank's credit policy, underwriting guidelines, and loan origination systems.
Primary responsibilities include
- The Senior PB Lending Specialist is expected to lead in program/loan pipeline oversight, training and guidance, and is an expert on Citizens Private Bank credit policy, underwriting guidelines, and loan origination systems.
- Performs thorough analysis of client's financials to determine loan eligibility and qualification.
- Monitors active pipeline to ensure loan workflow is efficient and meeting closing deadlines.
- Maintains a high level of quality control for verifying accuracy of financial and loan documents.
- Manages end-to-end loan process with internal/external partners from the time the loan is live through closing.
- Responsibilities include completing the underwriting/analysis of firms, guarantors, sponsors and consumers as the pipeline dictates. Responsible for making sure the financial and collateral documents received meet Private Bank guidelines and lead the conversation with the Relationship Manager, Client Relations Team, or Credit Risk Officer to determine next steps, obtains additional needs from the clients, prepares the loan file for approval and closing.
Qualifications, Education, Certifications and/or Other Professional Credentials
- Bachelors Degree
- 5-10 year underwriting/credit experience
- Experience in private equity and/or consumer lending preferred
Hours & Work Schedule
- Hours per Week: 40
- Work Schedule: M-F 8:00-5:00
About Us
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Equal Employment and Opportunity Employer
Job Applicant Data Privacy Policy
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.