CRM Loan Administrator
Citizens Financial Group
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- Location
- Pittsburgh, PA
- Work style
- Hybrid
- 4 days in office
- Job type
- Full time
- Posted
- Oct 28
- 2 days ago
Career path
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About the company
Citizens Financial Group
Banking · 10,001+ employees
What you'll do
- 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.
- 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.
- 40 hours per week
What you need
- 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
Key skills
Loan modificationsRenewalsExtensionsForbearancesAttention to detailOrganizational and time-management skillsWritten and verbal communicationInterpersonal skillsMicrosoft Office applications
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Read the full posting here
CRM Loan Administrator
Join our Citizens Restructuring Management (CRM) Loan Administration team and play an important role in supporting the Bank's commercial loan portfolio. CRM manages a portfolio of $5MM+ Substandard commercial loans, providing an opportunity to gain exposure to complex commercial credits and loan transactions.
In this role, you will partner closely with CRM Relationship Managers, senior leaders, Commercial Loan Operations, and other business partners to ensure activity for the CRM portfolio is processed accurately and efficiently. You'll bring strong attention to detail and sound judgment while working in a collaborative, fast-paced environment. This is a great opportunity for someone who enjoys the operational side of commercial banking and wants exposure to substandard loan transactions on syndicated and non-syndicated loans. A general knowledge of commercial loan accounting principles is preferred.
Primary 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.
Required Skills/Experience:
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.
Hours & Schedule
40 hours per week
Monday-Friday, 8:00 a.m.-5:00 p.m. (4 days in office, 1 day remote)
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