CRM Loan Administrator

Citizens Financial; Pittsburgh (Allegheny County); Vor Ort; USD 40.000 - 52.000; Vollzeit

Zusammenfassung

Citizens Financial is seeking a reliable CRM Loan Administration professional to support Relationship Managers and senior management in administering a commercial loan portfolio. The role requires knowledge of loan systems, documentation, and accounting concepts, with strong organizational and communication skills.

Responsibilities include processing daily transactions, audits, complex loan modifications, internal reporting, regulatory training, and general office duties.

Qualifikationen

• 3 years commercial loan operations experience.
• Attention to detail.
• Excellent interpersonal skills.
• Excellent oral and written communication skills required.
• Excellent time management skills.
• Excellent ability to multi-task.
• Ability to work independently and as part of a team.
• Strong computer skills, primarily Microsoft Office suite based.
• Associate Degree or equivalent required.

Aufgaben

• Process daily transactions - overdrafts, submit work packages for loan transactions/requests, offsetting funds/expense reimbursements, deposit account maintenance, set up matters in the electronic legal billing system.
• Complete required logs and internal electronic filing for Audit purposes.
• Process complex syndicated and non-syndicated loan modifications/forbearances/extensions/renewals - review AFS/LoanIQ Originations CPS/T&C approvals, legal documents, prepare internal forms required by Commercial Loan Operations, and verification of updates to system.
• Internal reporting - complete required data entry and tracking of events in CRM Dashboard, documentation exceptions, and all other required internal reporting.
• Policy and regulatory - follows bank policy and completes required regulatory training.
• Complete research and special projects as necessary.
• General office duties - file archiving, mail distribution, supply orders.

Kenntnisse

Attention to detail

Interpersonal skills

Oral and written comms

Time management

Multi-tasking

Team collaboration

Independent work

MS Office

Ausbildung

Associate Degree or equivalent

Tools

Microsoft Office

Jobbeschreibung

CRM manages the Bank's Commercial portfolio of $5MM+ substandard and doubtful assets. We are seeking a reliable and energetic professional to join the CRM Loan Administration team. This person will assist CRM Relationship Managers, Senior Management and other CRM colleagues in the administration of the CRM loan portfolio. The colleague should have strong knowledge of commercial loan systems, loan documentation, and practices to ensure requests are processed accurately. He or she will interface with business partners to complete various requests and a general knowledge of commercial loan accounting principles is preferred. If you are a team player ready to work in a high paced environment this role may be for you!

Responsibilities include:

• Process daily transactions -overdrafts, submit work packages for various loan transactions/requests, offsetting of funds/expense reimbursements, deposit account maintenance, set up matters in the electronic legal billing system
• Complete required logs and internal electronic filing for Audit purposes
• Process complex syndicated and non-syndicated loan modifications/forbearances/extensions/renewals - review AFS/LoanIQ Originations CPS/T&C approvals, legal documents, prepare internal forms required by Commercial Loan Operations, and verification of updates to system
• Internal reporting - complete required data entry and tracking of events in CRM Dashboard, documentation exceptions, and all other required internal reporting
• Policy and regulatory - follows bank policy and completes required regulatory training
• Complete research and special projects as necessary
• General office duties - file archiving, mail distribution, supply orders

Qualifications

• 3 years commercial loan operations experience
• Attention to detail
• Excellent interpersonal skills
• Excellent oral and written communication skills required
• Excellent time management skills.
• Excellent ability to multi-task
• Ability to work independently and as part of a team
• Strong computer skills, primarily Microsoft Office suite based.
• Associate Degree or equivalent required

Hours and Schedule:

Hours: 40 hours

Work Schedule: Monday-Friday 8:00am - 5:00pm

Equal Employment Opportunity