What are the responsibilities and job description for the Private & Wealth Lending Credit Services Professional position at Citizens?
Description
Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion in assets, offering a wide scope of services, expertise, and research, while intimately focusing on each client’s unique circumstances.
Private & Wealth Specialty Lending, a critical part of Citizens Private Bank is expanding as we seek to continue our build of new products and meet increased volume demands. The business includes partner lending, securities based lending and our custom credit products.
The role of the Private & Wealth Lending Credit Services Professional performs functions supporting underwriting, credit approval, loan documentation, ongoing portfolio monitoring and annual review processes for the lending portfolio. The position processes straightforward to complex credits with sophisticated personal/family and corporate organizational structures, documentation and/or collateral structures. Independently and proactively facilitate initiation of required transactions in accordance with complex documentation and in adherence to applicable policies, procedures, legal, credit, compliance, and regulatory requirements. The incumbent will be expected to serve as a role model and be a resource for Credit Analysts and other colleagues in the business. This individual must balance the need to add profitable credit business while maintaining acceptable portfolio credit quality.
Primary Responsibilities Include
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
Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion in assets, offering a wide scope of services, expertise, and research, while intimately focusing on each client’s unique circumstances.
Private & Wealth Specialty Lending, a critical part of Citizens Private Bank is expanding as we seek to continue our build of new products and meet increased volume demands. The business includes partner lending, securities based lending and our custom credit products.
The role of the Private & Wealth Lending Credit Services Professional performs functions supporting underwriting, credit approval, loan documentation, ongoing portfolio monitoring and annual review processes for the lending portfolio. The position processes straightforward to complex credits with sophisticated personal/family and corporate organizational structures, documentation and/or collateral structures. Independently and proactively facilitate initiation of required transactions in accordance with complex documentation and in adherence to applicable policies, procedures, legal, credit, compliance, and regulatory requirements. The incumbent will be expected to serve as a role model and be a resource for Credit Analysts and other colleagues in the business. This individual must balance the need to add profitable credit business while maintaining acceptable portfolio credit quality.
Primary Responsibilities Include
- This role works diligently to offer innovative solutions, partner with internal colleagues and always keeps the customer experience top of mind.
- Takes a consultative approach and be willing to challenge the status quo and think proactively.
- Demonstrates understanding of Private Bank lending products.
- Models behaviors that exemplify superior customer service.
- Demonstrates consistency in meeting target performance goals.
- Experience in operations, underwriting, and/or sales of lending products
- Leadership experience as a sole contributor, team lead or manager
- Bachelor's degree
- Hours per Week: 40
- Work Schedule: M-F 8:00-5:00
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
