Private Bank, Lending Specialist (Partner Lending)

Job description

Role Summary The Private Bank Lending Specialist supports Relationship Managers and their clients by managing the loan process with exceptional care, precision, and service. This role operates primarily in operational, processing, and analytical capacities, ensuring a high level of quality control from initial loan inquiry through closing and post-closing activities. Primary Responsibilities: - Work closely with the Relationship Manager and client to help identify lending needs and appropriate financing solutions. - Perform financial analysis of client information to support assessment of loan eligibility and structure. - Following Relationship Manager handoff, serve as the primary point of contact for all internal and external parties involved in the lending transaction, while keeping the Relationship Manager informed throughout the process. - Manage the end-to-end loan process from inquiry through closing and post-closing, including presenting loan packages to Credit Officers, submitting loans through origination systems, coordinating underwriting conditions, and supporting closing activities. - Actively monitor the loan pipeline to ensure workflows are efficient and closing time...