CRM Loan Operations Specialist (Hybrid: 4 in, 1 Remote)

Citizens Bank; Pittsburgh (Allegheny County); Hybrid; USD 42,000 - 62,000; Full time

Job summary

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.

Qualifications

• 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.

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.

Skills

Commercial loans

Loan modifications

Attention to detail

Time management

Communication

Team collaboration

Independent work

Microsoft Office

Education

Associate degree

Tools

Microsoft Office

Job description

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.