Citizens Bank Remote Commercial Agency Service Specialist (Remote) in Helena, Montana
This position is responsible for the administration and processing of transactions of syndicated loans where Citizens Bank serves as Lead/Agent bank. The incumbent ensures the timely and accurate execution of loan servicing and maintenance activity throughout the life of the loan.
Primary responsibilities include:
Management of centralized mailbox used for all loan servicing requests and inquiries
Balance billing and general ledger accounts and systems, monitor reports and escalate aged/exception items
Assist with management of Loan IQ queues for scheduled loan servicing activities to include distribution of related reports
Generate and distribute daily/weekly activity reports
Fulfill routine non-monetary transactions such as Address/Contact updates, Notice requests, Wiring instructions and Call-back verifications
May provide back up and support to the Commercial Loan Servicing Department as needed
Performs additional duties, departmental cross-training and participates in special projects as required
Ability to work in a fast paced environment while successfully prioritizing multiple requests
2+ years of finance experience related to loan transactions, GL transactions, and experience in performing daily reconciliations
Understanding of general accounting principles
Excellent customer service, written, verbal and interpersonal skills
High School or equivalent (GED) required
Loan IQ experience
Trintech (T-recs) experience
Commercial Loan Operations experience
Associates or Bachelors Degree
*This role is not available in Colorado
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.