Loan Support Analyst Specialty
Cincinnati, OH - USA
Job Summary
Core hours for this role are Monday Friday 8:00 am EST 5:00 pm EST.
In this role you will be supporting Commercial Equipment Finance clients by conducting a review of insurance certificates provided by clients to ensure they meet all requirements. This role involves outreach to clients insurance agents or internal partners. Volume may fluctuate but on average the team reviews approximately 50 to 60 insurance certificates per month in addition to ongoing tracking and followup activities. Communication may occur through individual outreach or occasional group calls with external clients insurance agents Sales partners or Legal though group interactions typically represent a small portion of the workload.
In cases where insurance renewals are under review and coverage changes no longer meet requirements you will notify Sales partners so they can coordinate next steps with the client. The role also includes reviewing reports applying insurance credits received from external insurance partners and validating customersubmitted proof of coverage so appropriate credits can be issued. While not initially responsible for reconciliation activities the role may expand in the future to include greater involvement in insurancerelated reconciliation processes.
Strong Excel skills are essential for success in this role including the use of formulas and VLOOKUPs as well as the ability to work accurately with detailed data and reports. Experience with equipment or commercial insurance is preferred along with strong verbal and written communication skills as the role requires frequent interaction with both internal stakeholders and external partners.
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 & Leasing 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.
- Applies specialty product knowledge to close or administer risk syndicated and/or commercial loan transactions. May have responsibility for fulfilling key fiduciary obligations associated with the Banks Agent role; validating construction due diligence requirements; and/or monitoring construction progress and draw requirements.
- Reviews customized commercial legal and related due diligence documentation and reporting to ensure adherence to deal structures and/or regulatory compliance requirements.
- Ensures the appropriate materials and documentation are available to customers investors capital markets loan syndications and/or commercial real estate deal teams as well as external and internal business partners to execute transactions.
- Reviews transactions and related documents including collateral and construction requirements. Supports work processes to ensure completeness accuracy and conformance to credit approvals legal documents established service levels and applicable procedures.
- Reviews reports to identify exceptions monitor quality and ensure compliance. Participates in risk mitigation activities.
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:
IC