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Business Banking Loan Closer
Citizens Bank
Warwick, RI, United States
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Description
In this position the associate is responsible for the timely and accurate due diligence, closing, documentation, and booking of small business credits in accordance with Business Banking Operations procedures.
Primary responsibilities include:
• Effectively work with sales partners, customers, legal, and third parties to clear all pre-closing conditions associated with the credit approval.
• Draft and/or review loan closing documentation.
• Loan booking and funding activities.
• Successfully manage a loan pipeline of ~50 transactions; communicating clearly and timely to sales and customers on status and conditions.
• Ensures all activities meet Bank, departmental, and regulatory expectations.
Qualifications
• 3 years banking or financial services experience. Loan processing or closing background preferred.
• Exceptional customer service and communication skills. Ability to effectively liaise with relationship managers, legal counsel, third party vendors, and external customers to address and resolve issues.
• Familiarity with AFS, Relay, and IBM Content Manager preferred.
• Self starter with the capacity to work independently with minimal supervision.
Education:
High School or equivalent (GED) required, Associate's or Bachelor's Degree preferred.
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F 8-5
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.
Equal Employment Opportunity
It is the policy of Citizens Bank to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer/Disabled/Veteran
Citizens Bank is a brand name of Citizens Bank, N.A. and each of its respective subsidiaries, and Citizens Bank of Pennsylvania.