Loan Support Analyst Sr - Specialty (Commercial EF Tax)

PNC Bank • Cincinnati, OH

33d • Hybrid

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 Loan Support Analyst Sr - Specialty, within PNCEF’s Tax organization, you will be based in Cincinnati, OH. The ideal candidate will have knowledge of property and/or sales tax. Core hours for this role are Monday – Friday, 8:00 am EST – 4:30 pm EST. The Loan Support Analyst Sr is responsible for providing operational support for equipment finance property tax and lease administration activities, ensuring the accurate processing of tax-related transactions, customer refunds, and critical mail operations. This role serves as a key liaison between internal business partners, tax authorities, and cash management teams, while maintaining compliance with property tax regulations and company policies. The position requires strong attention to detail, analytical skills, and the ability to manage multiple processes in a fast-paced environment. Key responsibilities include opening, sorting, and distributing incoming mail, ensuring timely delivery of all Equipment Finance-related correspondence and routing mail to appropriate business units. The Loan Support Analyst Sr processes property tax information by entering and maintaining records within PTMS (Property Tax Management System) and LeaseWave, including manual data entry when automated interfaces cannot be utilized. The role regularly exports and imports data between PTMS and LeaseWave and performs data validation to ensure accuracy and completeness. A significant portion of the position involves working in Microsoft Excel, utilizing functions such as filters, VLOOKUPs, XLOOKUPs, and other analytical tools to reconcile data, research discrepancies, and support reporting needs. Additional responsibilities include managing tax refund processes received from taxing jurisdictions, researching refund eligibility, creating refund transactions within LeaseWave, clearing refund-related general ledger entries, coordinating with internal cash management teams to facilitate customer reimbursements, and ensuring accurate tracking and documentation of all refund activity. The incumbent will also support compliance with applicable property tax regulations, company policies, and audit requirements while maintaining accurate records and responding to internal and external inquiries. This role requires an on-site presence at the Cincinnati office at least three days per week to oversee essential mail processing, distribution, and delivery functions for equipment finance. A successful candidate will demonstrate strong organizational skills, attention to detail, problem-solving abilities, and a customer-focused mindset. Candidates should possess experience working with financial systems, transaction processing, and Microsoft Excel. Knowledge of equipment finance, property tax administration, lease servicing, and/or related financial operations is preferred. 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. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Applies specialty product knowledge to close or administer high complexity or high 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. Directly interacts with high revenue/high profile corporate and/or commercial real estate clients. Reviews customized commercial, legal, and related due diligence documentation and reporting to ensure adherence to complex deal structures and/or regulatory compliance requirements. Consults and advises 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. Verifies work processes to ensure completeness, accuracy, and conformance to credit approvals, legal documents, established service levels and applicable procedures. Determines whether loan disbursements can be made, or if additional documentation or escalations is required Reviews reports to identify exceptions, monitor quality and ensure compliance. Participates in risk mitigation activities. May serve as a subject matter resource and may provide specialty product training. 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. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Requirements

• Strong attention to detail
• Analytical skills
• Ability to manage multiple processes in a fast-paced environment
• Experience working with financial systems
• Transaction processing experience
• Microsoft Excel proficiency
• Customer-focused mindset
• Knowledge of property and/or sales tax
• Knowledge of equipment finance, property tax administration, lease servicing, and/or related financial operations is preferred.
• University / college degree with < 1 year of professional experience and/or successful completion of a formal development program. 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

• Knowledge of property and/or sales tax
• Knowledge of equipment finance, property tax administration, lease servicing, and/or related financial operations

Responsibilities

• Opening, sorting, and distributing incoming mail, ensuring timely delivery of all Equipment Finance-related correspondence and routing mail to appropriate business units.
• Processing property tax information by entering and maintaining records within PTMS (Property Tax Management System) and LeaseWave, including manual data entry when automated interfaces cannot be utilized.
• Exporting and importing data between PTMS and LeaseWave and performing data validation to ensure accuracy and completeness.
• Utilizing Microsoft Excel functions such as filters, VLOOKUPs, XLOOKUPs, and other analytical tools to reconcile data, research discrepancies, and support reporting needs.
• Managing tax refund processes received from taxing jurisdictions, researching refund eligibility, creating refund transactions within LeaseWave, clearing refund-related general ledger entries, coordinating with internal cash management teams to facilitate customer reimbursements, and ensuring accurate tracking and documentation of all refund activity.
• Supporting compliance with applicable property tax regulations, company policies, and audit requirements while maintaining accurate records and responding to internal and external inquiries.
• Applying specialty product knowledge to close or administer high complexity or high risk syndicated and/or commercial loan transactions.
• Fulfilling key fiduciary obligations associated with the Banks Agent role; validating construction due diligence requirements; and/or monitoring construction progress and draw requirements.
• Directly interacting with high revenue/high profile corporate and/or commercial real estate clients.
• Reviewing customized commercial, legal, and related due diligence documentation and reporting to ensure adherence to complex deal structures and/or regulatory compliance requirements.
• Consulting and advising customers, investors, capital markets loan syndications and/or commercial real estate deal teams, as well as external and internal business partners to execute transactions.
• Reviewing transactions and related documents, including collateral and construction requirements.
• Verifying work processes to ensure completeness, accuracy, and conformance to credit approvals, legal documents, established service levels and applicable procedures.
• Determining whether loan disbursements can be made, or if additional documentation or escalations is required.
• Reviewing reports to identify exceptions, monitor quality and ensure compliance.
• Participating in risk mitigation activities.
• Serving as a subject matter resource and providing specialty product training.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level