Description
The Commercial Agency Services Specialist is responsible for providing a high level of customer service to both internal and external customers while processing work in an accurate manner and meeting same day deadlines.
Primary responsibilities include:
* Processing, analyzing and solving complex Syndicated loans for Commercial Real Estate
* Application of various complex methods, procedures, and knowledge of the business units product(s)
* Serve as subject matter expert in customer relationships as well as business unit liaison with other departments
* Collect, review and analyze data and/or documentation to ensure compliance with department SLAs, policies, procedures, and/or regulatory and risk requirements
* Maintain/create accurate and timely reports and/or documentation with minimal supervision
* May perform ad hoc analysis and reporting and collaborate with Management and/or project team stakeholders
* May processes and/or approve transactions; accurately recording and updating issues actions and outcomes
* Accurately completes all customer follow-up work
* Maintain knowledge of policies and procedures, regulations and applicable system applications
* Achieve set business line goals
Qualifications
* Solid ability to multi-task and function efficiently in a high volume, fast paced deadline oriented environment.
* LIQ, AFS experience REQUIRED
* Previous experience with Syndicated Loans
* 4+ years of customer service experience in financial services company
* Ability to make independent decisions regarding the processing of high-impact, multi- million dollar Syndicated transactions.
* Strong interpersonal skills
* Strong professional customer service orientation
* Strong organizational skills
* Solid time management skills
* Strong written and verbal communication skills
* Experience with Microsoft Office Suite (Word, Excel , Outlook)
* Ability to handle day to day work challenges confidently, willing and able to adjust to multiple demands, shifting priorities, ambiguity and rapid change
Hours and Schedule:
Hours: 40
Schedule: M-F 8-5
Education
Bachelor Degree Prefered
LI-Sourcer3
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 to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, colleague or a dependents reproductive health decision making, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, genetic characteristic, citizenship, veteran or military status, marital or domestic partner status, family status/parenthood, victim of domestic violence, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer/Disabled/Veteran
Providence, RI
Citizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $158.6 billion in assets as of September 30, 2018. Headquartered in Providence, Rhode Island, Citizens offers a broad range of retail and commercial banking products and services to individuals, small businesses, middle-market companies, large corporations and institutions. Citizens helps its customers reach their potential by listening to them and by understanding their needs in order to offer tailored advice, ideas and solutions.
In Consumer Banking, Citizens provides an integrated experience that includes mobile and online banking, a 24/7 customer contact center and the convenience of approximately 2,900 ATMs and 1,100 branches in 11 states in the New England, Mid-Atlantic and Midwest regions. Consumer Banking products and services include a full range of banking, lending, savings, wealth management and small business offerings. In Commercial Banking, Citizens offers corporate, institutional and not-for-profit clients a full range of wholesale banking products and services, including lending and deposits, capital markets, treasury services, foreign exchange and interest rate products and asset finance.