Description

Responsibilities include:

Assisting with the loan approval and closing process by: Building out work packages for new deals and amendments in the SalesFLO loan systemEnsuring internal business and credit approvals are received prior to closingBeing main point of contact between the Originations, Closing, and Servicing teamsCollecting customer KYC documents and working with center of excellence to receive proper internal approvals for each clientSetting up all new client information in the bank’s system of recordGenerating expected returns for new/existing transactions using the bank’s profitability modelGather and distribute required internal forms/documents to Originations for completion/distribution (ie. W9, Admin Forms, etc.)Coordinating with operations team to process customer funding and paydown requests promptly and accuratelyManaging all ongoing borrower reporting and compliance requirements in the tracking systemVerifying covenant calculations and compliance and entering into bank system of recordContributing to gathering loan level information for internal and external audits/reviewsPreparing monthly invoices for ABS and CCS clients, maintaining accurate due dates, reconcile calculations and coordinate with clientsUploading and organizing all relevant documentation into the internal file share systemMaintaining complete and up-to-date credit filesConsistently demonstrating excellent attention to detail and producing high quality, accurate workOver time, grow into broader responsibilities including:Completing monthly Simplified Supervisory Formula Approach (“SSFA”) worksheets for all securitization exposures in the portfolioHelping to maintain monthly loan data including commitments, balances, delinquencies, defaults, concentrations and payments.Assisting both the ABS/CCS teams with business reviews and any ad hoc project requests as needed. 

Qualifications - External

Strong PC Proficiency, Microsoft Office applications (Excel, Word and PowerPoint)Knowledge of bank’s systems such as AFS, SalesForce, Precision Lender and CRM/Dashboard a plusMust have excellent organizational, verbal and written communication skillsMust be able to effectively prioritize, multi-task and work within tight deadlines

Hours and Work Schedule

Hours per Week:  40

Work Schedule:  Monday - Friday

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

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.