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About the Role
The Sr PB Client Relations Manager assists clients with the loan application process and services their needs post-loan close. This role requires a profound understanding of the loan origination process and servicing channels for mortgage and deposit requests. The Sr CRM also assists with credit analysis and prequalification, and can stand in for their Relationship Manager in their absence. Additionally, this role cultivates a positive team environment by mentoring and coaching junior colleagues.
Responsibilities
- Assist with fielding prospects, including taking introductory meetings and providing rates when the Relationship Manager is not available.
- Maintain a firm understanding of the Relationship Manager's clientele and product specialty.
- Routinely review the existing client base for deposit opportunities and prospects.
- Respond to client inquiries and servicing requests in a timely manner.
- Assist the respective relationship manager with coordinating client meetings, events, and gifts.
- Manage the active loan pipeline, assisting the client from preapproval through underwriting, closing, and post-close.
- Conduct pre-qualifications and documentation analysis for prospective clients.
- Answer questions about the Initial Loan Estimate.
- Take initial client calls from new clients and initial deal screening calls from returning clients.
- Demonstrate knowledge in pricing, deal structuring, analysis, underwriting, and credit policy for multiple loan products.
- Play a leading role in credit pre-screening work and conversations with Private Bank Credit Officers.
- Partner with RMDs to create a plan for familiarizing internal RMs with Citizens Private Bank products and services beyond loan products.
Requirements
- 5-10+ years of experience supporting Relationship Managers and private bank clients.
- Proven track record of managing the lending process from origination through closing.
- Specialized expertise in commercial and consumer lending and credit analysis for closely held businesses and sophisticated, high-net-worth clients.
- Experience with structuring and documenting complex loan structures is highly valued.
- Excellent written and verbal communication skills.
- Proven ability to manage relationships and partner closely with clients and internal stakeholders.
- Potential to lead a team of Client Relations Managers and Associates, providing coaching, performance management, and ongoing mentorship.
- Candidate must successfully pass a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.
Skills
- Loan origination process
- Servicing channels for mortgage and deposit requests
- Credit analysis
- Prequalification
- Commercial lending
- Consumer lending
- Credit analysis for closely held businesses
- Credit analysis for sophisticated, high-net-worth clients
- Structuring complex loan structures
- Documenting complex loan structures
- Written communication
- Verbal communication
- Relationship management
- Client partnership
- Internal stakeholder partnership
- Coaching
- Performance management
- Mentorship
Work Type
- 40 hours per week
- M-F work schedule
Experience Level
- Senior
- 5-10+ years of experience
Education Level
- Bachelor’s Degree
Salary/Compensations
- $185,000.00 - $240,000.00 per year
- Opportunity to earn an annual discretionary bonus
Benefits
- Competitive pay
- Comprehensive medical coverage
- Dental coverage
- Vision coverage
- Retirement benefits
- Maternity leave
- Paternity leave
- Flexible work arrangements
- Education reimbursement
- Wellness programs
- Paid time off policy exceeds mandatory paid sick or paid time-away policy of every local and state jurisdiction in the United States
About the Company
- Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment.
- Citizens is 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.
Equal Opportunity
- 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.
- Equal Employment and Opportunity Employer