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Citizens Commerical Loan Specialist II in Helena, Montana


The Commercial Loan Specialist II position for CLO-Capital Markets Operations, a division of Citizens Bank, N.A., is part of the Leasing Operations Team. Leasing Ops is responsible for servicing the Bank’s multi-billion dollar leasing portfolio.

The incumbent is responsible for but not limited to the timely and accurate execution of dispositions, booking and maintenance of Asset Finance Leases and Loans in accordance with Citizen’s policies and procedures. The Specialist will provide a high level of internal and external customer service. A successful candidate will provide level one support to research and remediate issues and act as a liaison with key business partners. The applicant should have experience working under tight deadlines and dealing with continuous shifting/completing priorities.

• Monitors key production processes, ensuring payments are processed timely and accurately • Process renewal, maintenance and disposition activities within the leasing portfolio • Books and funds leases and loans • Provide support to both book and cash functions multitasking within the team where the greatest support is needed • Provide review and monitor customer invoicing process • Coordinates with teammates ensuring all tasks are performed accurately each day • Effectively work with partners, customers, legal, and third parties to coordinate and process Leases on the Infolease system • Collect, review and analyze data and leasing documentation to ensure compliance with Bank, departmental policy and procedure, and/or regulatory and risk requirements and expectations • Perform ad hoc analysis and reconciliation • Collaborate with Management and provide support with daily reporting and other ad hoc requests


  • 3-5 years of relevant experience in a lease/lending environment with knowledge of customary products, practices and policies.

  • Strong analytical thinker who can identify connections between various pieces of data and systems and quickly articulate customer impact

  • Working knowledge of accounting principles

  • Exceptional customer service and communication skills

  • Proficiency in MS Office 10 with strong excel skills such as vLookups and pivot tables

  • Highly motivated and team-oriented

  • Ability to manage and resolve moderately complex problems

  • Excellent time management skills with the ability to effectively manage day to day work challenges, adjust to multiple demands, shifting priorities, ambiguity and rapid change.

  • Strong organizational skills with the ability to function efficiently in a high volume, detailed and deadline-oriented environment while maintaining service level agreements

    Preferred Skills and Experience:

  • Knowledge of Leasing

  • InfoLease Portfolio Management System

  • Prior experience in a mid to large operations department

  • Education:

  • Associates Degree or higher preferred but not required

    Hours and Work Schedule: Hours per Week: 40 Work Schedule: 8:00am – 5:00pm, Monday - Friday

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.

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

Citizens, its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability or perceived 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/Disabled/Veteran

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.