CRM Loan Administrator

Citizens Bank, N.A.; Pittsburgh (Allegheny County); Ibrido; USD 42.000 - 62.000; Tempo pieno

Descrizione del lavoro

Citizens Bank is seeking a CRM Loan Administrator to support the restructuring management loan portfolio. You will coordinate daily portfolio activities, assist with loan modifications, renewals, and forbearances, and work with Relationship Managers and Legal to ensure accurate documentation and system updates.

In this role, you will contribute to internal reporting, maintain CRM dashboard records, and participate in regulatory training.

Competenze

• Associate degree or equivalent combination of education and relevant experience.
• Progressive experience with commercial loans.
• Familiarity with syndicated and non-syndicated commercial loans, loan modifications, renewals, extensions, or forbearances.
• Strong attention to detail and commitment to accuracy.
• Strong organizational and time-management skills with the ability to manage multiple priorities.
• Effective written and verbal communication and interpersonal skills.
• Ability to work independently while collaborating effectively within a team.
• Proficiency with Microsoft Office applications.

Mansioni

• Process and coordinate day-to-day commercial loan portfolio transactions, including overdrafts, payment and funding requests, expense reimbursements, deposit account maintenance, and other portfolio-related activities.
• Support syndicated and non-syndicated loan modifications, forbearances, extensions, and renewals, reviewing approvals, legal documentation, preparation of required documentation for Commercial Loan Operations, verification of updates to system.
• Partner with Relationship Managers, senior management, Commercial Loan Operations, Legal, and other internal teams to research and resolve loan administration requests.
• Internal reporting and electronic files - track portfolio activity and other key information through the CRM Dashboard, document exceptions, department logs, and all other required internal reporting.
• Policy and regulatory – follows bank policy and completes required regulatory training.
• Complete special projects and other department priorities as needed.

Conoscenze

Commercial loans

Loan modifications

Attention to detail

Time management

Communication

Team collaboration

Independent work

Microsoft Office

Formazione

Associate degree

Strumenti

Microsoft Office

Descrizione del lavoro

CRM Loan Administrator

Description

Join our Citizens Restructuring Management (CRM) Loan Administration team and play an important role in supporting the Bank's commercial loan portfolio. CRM manages a portfolio of $5MM+ Substandard commercial loans, providing an opportunity to gain exposure to complex commercial credits and loan transactions.

In this role, you will partner closely with CRM Relationship Managers, senior leaders, Commercial Loan Operations, and other business partners to ensure activity for the CRM portfolio is processed accurately and efficiently. You'll bring strong attention to detail and sound judgment while working in a collaborative, fast-paced environment. This is a great opportunity for someone who enjoys the operational side of commercial banking and wants exposure to substandard loan transactions on syndicated and non-syndicated loans. A general knowledge of commercial loan accounting principles is preferred.

Primary Responsibilities

• Process and coordinate day-to-day commercial loan portfolio transactions, including overdrafts, payment and funding requests, expense reimbursements, deposit account maintenance, and other portfolio-related activities.
• Support syndicated and non-syndicated loan modifications, forbearances, extensions, and renewals, reviewing approvals, legal documentation, preparation of required documentation for Commercial Loan Operations, verification of updates to system.
• Partner with Relationship Managers, senior management, Commercial Loan Operations, Legal, and other internal teams to research and resolve loan administration requests.
• Internal reporting and electronic files - track portfolio activity and other key information through the CRM Dashboard, document exceptions, department logs, and all other required internal reporting.
• Policy and regulatory – follows bank policy and completes required regulatory training.
• Complete special projects and other department priorities as needed.

Required Skills/Experience

• Associate degree or equivalent combination of education and relevant experience.
• Progressive experience with commercial loans.
• Familiarity with syndicated and non-syndicated commercial loans, loan modifications, renewals, extensions, or forbearances.
• Strong attention to detail and commitment to accuracy.
• Strong organizational and time-management skills with the ability to manage multiple priorities.
• Effective written and verbal communication and interpersonal skills.
• Ability to work independently while collaborating effectively within a team.
• Proficiency with Microsoft Office applications.

Hours & Schedule

• 40 hours per week

Monday-Friday, 8:00 a.m.-5:00 p.m. (4 days in office, 1 day remote)

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.