Lending Transaction Analyst Sr (Loan Fulfillment Commercial Lending)
Portage, WI - USA
Job Summary
Core Hours for this role are Monday Friday 10:00 am EST 7:00 pm EST.
As a Lending Transaction Analyst Sr you will obtain due diligence items for various loan types and collateral types. This consists of working with our internal market partners and third party vendors to obtain and review items such as but not limited to UCC searches operating agreements entity good standing searches and/or property/lien reports. You will also be responsible for drafting legal documentation packages for Commercial Business Banking Loans.
Additional Information:
Independently and proactively manage a pipeline of new money and/or existing loan modifications.
Creates and maintains legal document files required for complex transactions.
Timely satisfaction of all required due diligence for complex transactions following standard operating procedures. Interacts professionally with internal and external contacts to gather necessary information. Identifies exceptions escalates when necessary and resolves appropriately.
Achieve and maintain established quality thresholds.
Follow all established job aids and procedures including appropriate evidencing within shared drives and source systems.
We seek motivated driven and creative individuals that enjoy working as part of a team in a high energy environment which thrives on innovation and ingenuity. You will work together to create new solutions which will provide our clients with an exceptional customer experience. Valued opinions supported by collaborative teams impact the success of the Commercial Lending Operations organization.This position may be eligible for remote work in select geographic locations subject to approval by PNC. If approved work must be conducted from a quiet secure and confidential home-based workspace. Occasional in-office participation may be required based on business needs.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
- Prepares documents to match specifications of credit approval deal requirements and policies for complex transactions. May provide client-facing service directly or with senior coordinators and interact with external business partners. May provide on-the-job training or coaching.
- Creates and maintains legal document files required for complex transactions. Coordinates with Servicing to onboard and accurately book transactions into accounting system.
- Prepares and issues legal documents to client for transactions. Reviews client-executed documents for compliance.
- Prepares requests to release client funds.
- Satisfies documentation due diligence for standard transactions. Interacts professionally with internal and external contacts to gather necessary information. Identifies exceptions escalates when necessary and resolves appropriately.
- Prepares and files security documentation for standard transactions required to perfect interest in the collateral.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
- Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
- Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNCs Enterprise Risk Management Framework.
Successful candidates must demonstrate appropriate knowledge skills and abilities for a role. Listed below are skills competencies work experience education and required certifications/licensures needed to be successful in this position.
To learn more about these and other programs including benefits for full time and part-time employees visit .
If an accommodation is required to participate in the application process please contact us via email at . Please include accommodation request in the subject line title and be sure to include your name the job ID and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say Workday for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
PNC provides equal employment opportunity to qualified persons regardless of race color sex religion national origin age sexual orientation gender identity disability veteran status or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and for any registered role the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA) which prohibit the hiring of individuals with certain criminal history.
Required Experience:
Senior IC