Commercial Operations Loan Specialist III

Citizens • Johnston, RI

21h • Hybrid

About The Position

The Commercial Loan Specialist III position for CLO-Capital Markets Operations, a division of Citizens Bank, N.A., is part of the Leasing Operations Team. Leasing Ops is responsible for servicing the Bank’s multi-billion-dollar leasing portfolio. The incumbent is responsible for the day-to-day servicing needs of the Asset Finance Portfolio in accordance with Citizen’s policies and procedures. The Specialist will provide a high level of internal and external customer service. A successful candidate will provide level one support to research and remediate issues and act as a liaison with key business partners. The applicant should have experience working under tight deadlines and dealing with continuous shifting/completing priorities.

Requirements

• 3-5 years of relevant experience in a lease/lending environment with knowledge of customary products, practices and policies.
• Strong analytical thinker who can identify connections between various pieces of data and systems and quickly articulate customer impact
• Working knowledge of accounting principles
• Exceptional customer service and communication skills
• Proficiency in MS Office 10 with strong excel skills such as vLookups and pivot tables
• Highly motivated and team-oriented
• Ability to manage and resolve moderately complex problems
• Excellent time management skills with the ability to effectively manage day to day work challenges, adjust to multiple demands, shifting priorities, ambiguity and rapid change.
• Strong organizational skills with the ability to function efficiently in a high volume, detailed and deadline-oriented environment while maintaining service level agreements

Nice To Haves

• Knowledge of Leasing
• InfoLease Portfolio Management System
• Prior experience in a mid to large operations department

Responsibilities

• Monitors key production processes, ensuring payments are processed timely and accurately
• Process renewal, maintenance and disposition activities within the leasing portfolio
• Reconcile direct deposit accounts, research incoming cash and accurately post funds to Lease/Loan accounts
• Reconcile internal general ledger accounts ensuring all items clear within department SLA
• Coordinates with teammates ensuring all tasks are performed accurately each day
• Effectively work with partners, customers, legal, and third parties to coordinate and process Leases on the InfoLease system
• Collect, review and analyze data and leasing documentation to ensure compliance with Bank, departmental policy and procedure, and/or regulatory and risk requirements and expectations
• Perform ad hoc analysis and reconciliation
• Collaborate with Management and provide support with daily reporting and other ad hoc requests

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed