Loan Support Analyst - Specialty

PNC•Cincinnati, OH

2d•Hybrid

About The Position

In this role you will be supporting Commercial Equipment Finance clients by conducting a review of insurance certificates provided by clients to ensure they meet all requirements. This role involves outreach to clients, insurance agents, or internal partners. Volume may fluctuate, but on average the team reviews approximately 50 to 60 insurance certificates per month, in addition to ongoing tracking and follow‑up activities. Communication may occur through individual outreach or occasional group calls with external clients, insurance agents, Sales partners, or Legal, though group interactions typically represent a small portion of the workload. In cases where insurance renewals are under review and coverage changes no longer meet requirements, you will notify Sales partners so they can coordinate next steps with the client. The role also includes reviewing reports, applying insurance credits received from external insurance partners, and validating customer‑submitted proof of coverage so appropriate credits can be issued. While not initially responsible for reconciliation activities, the role may expand in the future to include greater involvement in insurance‑related reconciliation processes. Strong Excel skills are essential for success in this role, including the use of formulas and VLOOKUPs, as well as the ability to work accurately with detailed data and reports. Experience with equipment or commercial insurance is preferred, along with strong verbal and written communication skills, as the role requires frequent interaction with both internal stakeholders and external partners. We seek motivated, driven and creative individuals that enjoy working as part of a team in a high energy environment which thrives on innovation and ingenuity. You will work together to create new solutions which will provide our clients with an exceptional customer experience. Valued opinions, supported by collaborative teams, impact the success of the Commercial Lending & Leasing Operations organization. This position may be eligible for remote work in select geographic locations, subject to approval by PNC. If approved, work must be conducted from a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required based on business needs. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Requirements

Strong Excel skills are essential for success in this role, including the use of formulas and VLOOKUPs, as well as the ability to work accurately with detailed data and reports.
Strong verbal and written communication skills.
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
Typically requires 4+ years of related business or functional 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

Experience with equipment or commercial insurance is preferred.

Responsibilities

Conducts a review of insurance certificates provided by clients to ensure they meet all requirements.
Conducts outreach to clients, insurance agents, or internal partners.
Notifies Sales partners when insurance renewals under review and coverage changes no longer meet requirements, so they can coordinate next steps with the client.
Reviews reports, applies insurance credits received from external insurance partners, and validates customer-submitted proof of coverage so appropriate credits can be issued.
May expand in the future to include greater involvement in insurance-related reconciliation processes.
Applies specialty product knowledge to close or administer risk syndicated and/or commercial loan transactions.
May have responsibility for fulfilling key fiduciary obligations associated with the Banks Agent role; validating construction due diligence requirements; and/or monitoring construction progress and draw requirements.
Reviews customized commercial, legal, and related due diligence documentation and reporting to ensure adherence to deal structures and/or regulatory compliance requirements.
Ensures the appropriate materials and documentation are available to customers, investors, capital markets loan syndications and/or commercial real estate deal teams, as well as external and internal business partners to execute transactions.
Reviews transactions and related documents, including collateral and construction requirements.
Supports work processes to ensure completeness, accuracy, and conformance to credit approvals, legal documents, established service levels and applicable procedures.
Reviews reports to identify exceptions, monitor quality and ensure compliance.
Participates in risk mitigation activities.

Benefits

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
maternity and/or parental leave
up to 11 paid holidays each year
9 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