Client Solution Specialist

PNC
1d$31,000 - $72,150

About The Position

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Solution Specialist within PNC's Corporate Banking organization, you will be based in Irvine, CA. Client Solution Specialist (CSS) provides support to Underwriters (UW), Credit Products Specialists (CPS), Regional Managers, and clients by maintaining highly effective relationships with service partners throughout the Bank. CSSs assists the deal team with providing superior client servicing, loan fulfillment and data integrity. They communicate directly with clients, service partners, external vendors, and legal. These relationships help support critical compliance with policies, procedures, and risk avoidance. As a Client Solution Specialist, you will be responsible for supporting 3-5 Underwriters. You are the local point of contact for clients, assisting with compliance reporting, commercial loan documentation, initiating funding and booking of loans, research regarding bank products, providing various reports to the deal team and maintaining data integrity throughout various bank systems. Ideal candidate will possess the following: • Strong and effective verbal & written communication skills • Critical thinking skills • Analytical and problem-solving skills to reach resolution • Ability to multitask and adapt to change quickly • Experience collaborating and building relationships with partners across the Enterprise • Knowledge of key lending systems and applications (i.e. CapitalSteam, CLASS, ACBS, CUI, LINKS, Tableau) • Familiarity collecting financial statements, covenant monitoring and managing loan documentation PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Provides sales, service and execution support for new and ongoing client relationships. Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy. Performs common processing and ensures compliance with standard regulations and processes. May administer implementation plans. Acts as a point of contact for clients, client teams or service partners and may act as an escalation point for client implementation and servicing issues. Initiates, updates and verifies client, account, or transaction details in relevant systems/applications. Provides reports as needed. May perform general administrative support. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Requirements

  • Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
  • Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties.
  • Typically requires 3+ years experience.
  • In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Nice To Haves

  • Business Decisions
  • Client Counseling
  • Client Relationship Building
  • Competitive Advantages
  • Customer Experience (CX)
  • Personal Initiative
  • Relationship Management
  • Results-Oriented
  • Accuracy and Attention to Detail
  • Customer Support Policies, Standards and Procedures
  • Decision Making and Critical Thinking
  • Effective Communications
  • Flexibility and Adaptability
  • Managing Multiple Priorities
  • Problem Management Process
  • Products and Services
  • Sales Support and Administration

Responsibilities

  • Provides sales, service and execution support for new and ongoing client relationships.
  • Gathers required documentation.
  • Prepares, reviews and verifies documents and relevant information for accuracy.
  • Performs common processing and ensures compliance with standard regulations and processes.
  • May administer implementation plans.
  • Acts as a point of contact for clients, client teams or service partners and may act as an escalation point for client implementation and servicing issues.
  • Initiates, updates and verifies client, account, or transaction details in relevant systems/applications.
  • Provides reports as needed.
  • May perform general administrative support.

Benefits

  • PNC offers a comprehensive range of benefits to help meet your needs now and in the future.
  • Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
  • In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
  • To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

Associate degree

Number of Employees

5,001-10,000 employees

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