Description
This role performs functions supporting Wealth in underwriting, credit approval, loan documentation, ongoing portfolio monitoring and annual review processes for Wealth Management’s lending portfolio (nonresidential). The position processes straightforward to complex credits with sophisticated personal/family and corporate organizational structures, documentation and/or collateral structures. 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 Wealth Management lending products.
- Models behaviors that exemplify superior customer service.
- Demonstrates consistency in meeting target performance goals.
- Adheres to regulatory (Federal and State) and corporate requirements for all lending, credit risk and operational risk.
Required Qualifications:
- 5+ years of Wealth Management or Loan Operations work experience
- Completed High School degree or GED equivalent
- Demonstrated history of strong attention to detail
- Proven ability to work in a fast paced, team environment with multiple priorities in a collaborative manner
- Demonstrated strong interpersonal, verbal and written communication skills
- Past proven success with providing exceptional customer service
- Possess ability and willingness to adapt to an ever-changing work environment
Preferred Qualifications:
- Completed Associate and/or Bachelor's Degree
- Demonstrated past job history stability
- Proven past ability to successfully analyze, problem solve, and make decisions independently
- Possess demonstrated past ability to learn and understand various Computer Based systems - i.e. AFS, Salesforce, Super Nova
Hours & Work Schedule:
- Hours per Week: 40
- Work Schedule:
- M-F - 8:30 AM ET - 5:00 PM ET with occasional required overtime.
- 100% In Office Until Fully Trained then Hybrid 3 Days In Office/2 Days Work From Home
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
At Citizens, we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability. 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 (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), 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.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Why Work for UsAt 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
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.
