[Remote] Lending Transact Analyst Sr.
Note: The job is a remote job and is open to candidates in USA. PNC is a leading financial services company committed to delivering exceptional customer experiences. The Lending Transaction Analyst role involves preparing legal documents, ensuring compliance, and managing complex transactions within the Small Business Banking organization.
Responsibilities
- 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.
Skills
- 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.
- Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions.
- Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
- Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties.
- Typically requires 4+ years of related business or functional experience.
- In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
- Associates
- Complex Transactions
- Documentations
- Due Diligence
- Finance Strategy
- Financial Operations
- Public Accounting
- Accuracy and Attention to Detail
- Collaborating
- Data Gathering and Reporting
- Decision Making and Critical Thinking
- Effective Communications
- Managing Multiple Priorities
- Operational Functions
- Products and Services
- Regulatory Environment - Financial Services
Benefits
- Medical/prescription drug coverage (with a Health Savings Account feature)
- Dental and vision options
- Employee and spouse/child life insurance
- Short and long-term disability protection
- 401(k) with PNC match
- Pension and stock purchase plans
- Dependent care reimbursement account
- Back-up child/elder care
- Adoption, surrogacy, and doula reimbursement
- Educational assistance, including select programs fully paid
- A robust wellness program with financial incentives
- Maternity and/or parental leave
- Up to 11 paid holidays each year
- 8 occasional absence days each year, unless otherwise required by law
- Between 15 to 25 vacation days each year, depending on career level and years of service
Company Overview
- PNC is a financial service company providing bank deposits products and services to its community. It was founded in 1845, and is headquartered in Pittsburgh, Pennsylvania, USA, with a workforce of 10001+ employees. Its website is http://www.pnc.com.
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