What are the responsibilities and job description for the Commercial Operations Loan Specialist III position at Citizens?
Description
The Commercial Loan Specialist III position for CLO-Capital Markets Operations, a division of Citizens Bank, N.A., is part of the Leasing Operations Team. Leasing Ops is responsible for servicing the Bank’s multi-billion-dollar leasing portfolio.
The incumbent is responsible for the day-to-day servicing needs of the Asset Finance Portfolio in accordance with Citizen’s policies and procedures. The Specialist will provide a high level of internal and external customer service. A successful candidate will provide level one support to research and remediate issues and act as a liaison with key business partners. The applicant should have experience working under tight deadlines and dealing with continuous shifting/completing priorities.
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.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
The Commercial Loan Specialist III position for CLO-Capital Markets Operations, a division of Citizens Bank, N.A., is part of the Leasing Operations Team. Leasing Ops is responsible for servicing the Bank’s multi-billion-dollar leasing portfolio.
The incumbent is responsible for the day-to-day servicing needs of the Asset Finance Portfolio in accordance with Citizen’s policies and procedures. The Specialist will provide a high level of internal and external customer service. A successful candidate will provide level one support to research and remediate issues and act as a liaison with key business partners. The applicant should have experience working under tight deadlines and dealing with continuous shifting/completing priorities.
- Monitors key production processes, ensuring payments are processed timely and accurately
- Process renewal, maintenance and disposition activities within the leasing portfolio
- Reconcile direct deposit accounts, research incoming cash and accurately post funds to Lease/Loan accounts
- Reconcile internal general ledger accounts ensuring all items clear within department SLA
- Coordinates with teammates ensuring all tasks are performed accurately each day
- Effectively work with partners, customers, legal, and third parties to coordinate and process Leases on the InfoLease system
- Collect, review and analyze data and leasing documentation to ensure compliance with Bank, departmental policy and procedure, and/or regulatory and risk requirements and expectations
- Perform ad hoc analysis and reconciliation
- Collaborate with Management and provide support with daily reporting and other ad hoc requests
- 3-5 years of relevant experience in a lease/lending environment with knowledge of customary products, practices and policies.
- Strong analytical thinker who can identify connections between various pieces of data and systems and quickly articulate customer impact
- Working knowledge of accounting principles
- Exceptional customer service and communication skills
- Proficiency in MS Office 10 with strong excel skills such as vLookups and pivot tables
- Highly motivated and team-oriented
- Ability to manage and resolve moderately complex problems
- Excellent time management skills with the ability to effectively manage day to day work challenges, adjust to multiple demands, shifting priorities, ambiguity and rapid change.
- Strong organizational skills with the ability to function efficiently in a high volume, detailed and deadline-oriented environment while maintaining service level agreements
- Knowledge of Leasing
- InfoLease Portfolio Management System
- Prior experience in a mid to large operations department
- Hours Per Week: 40
- Work Schedule: 8:00AM – 5:00PM, hybrid 4 days on-site, 1 day remote
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.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth