<p>Description</p> <p>Responsibilities include:</p> <ul> <li> <p>Assisting with the loan approval and closing process by:</p> </li><li> <p>Building out work packages for new deals and amendments in the SalesFLO loan system</p> </li><li> <p>Ensuring internal business and credit approvals are received prior to closing</p> </li><li> <p>Being main point of contact between the Originations, Closing, and Servicing teams</p> </li><li> <p>Collecting customer KYC documents and working with center of excellence to receive proper internal approvals for each client</p> </li><li> <p>Setting up all new client information in the bank's system of record</p> </li><li> <p>Generating expected returns for new/existing transactions using the bank's profitability model</p> </li><li> <p>Gather and distribute required internal forms/documents to Originations for completion/distribution (ie. W9, Admin Forms, etc.)</p> </li><li> <p>Coordinating with operations team to process customer funding and paydown requests promptly and accurately</p> </li><li> <p>Managing all ongoing borrower reporting and compliance requirements in the tracking system</p> </li><li> <p>Verifying covenant calculations and compliance and entering into bank system of record</p> </li><li> <p>Contributing to gathering loan level information for internal and external audits/reviews</p> </li><li> <p>Preparing monthly invoices for ABS and CCS clients, maintaining accurate due dates, reconcile calculations and coordinate with clients</p> </li><li> <p>Uploading and organizing all relevant documentation into the internal file share system</p> </li><li> <p>Maintaining complete and up-to-date credit files</p> </li><li> <p>Consistently demonstrating excellent attention to detail and producing high quality, accurate work</p> </li><li> <p>Over time, grow into broader responsibilities including:</p> </li><li> <p>Completing monthly Simplified Supervisory Formula Approach ("SSFA") worksheets for all securitization exposures in the portfolio</p> </li><li> <p>Helping to maintain monthly loan data including commitments, balances, delinquencies, defaults, concentrations and payments.</p> </li><li> <p>Assisting both the ABS/CCS teams with business reviews and any ad hoc project requests as needed.</p> </li></ul> <p>Qualifications - External</p> <ul> <li>Strong PC Proficiency, Microsoft Office applications (Excel, Word and PowerPoint) </li><li>Knowledge of bank's systems such as AFS, SalesForce, Precision Lender and CRM/Dashboard a plus </li><li>Must have excellent organizational, verbal and written communication skills </li><li>Must be able to effectively prioritize, multi-task and work within tight deadlines </li></ul> <p>Hours and Work Schedule</p> <p>Hours per Week: 40</p> <p>Work Schedule: Monday - Friday</p> <p>Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.</p> <p>Equal Employment Opportunity</p> <p>Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.</p> <p>Background Check</p> <p>Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.</p> <p>Benefits</p> <p>We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.</p> <p>View Benefits</p> <p>Awards We've Received</p> <p>Age-Friendly Institute's Certified Age-Friend Employer</p> <p>Dave Thomas Foundation's Best Adoption-Friendly Workplace</p> <p>Disability:IN Best Places to Work for Disability Inclusion</p> <p>Human Rights Campaign Corporate Equality Index 100 Award</p> <p>Fair360 Top Regional Company</p> <p>FORTUNE's World's Most Admired Companies</p> <p>Military Friendly Employer</p>