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Client Solution Advisor - Commerical Underwriting
PNCUnited Statesfull_timeVerifiedPosted 15 Aug 2024
About the role
Position Overview
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success.As a Client Solution Advisor within PNC’s Corporate Banking Regional Credit Products Group organization, you can be based in Grand Rapids, Troy, Chicago, Indianapolis, Louisville or Nashville. This is a hybrid position which provides flexibility to work both in the office and remotely.
The Client Solution Advisor role is an administrative position which provides support to Underwriters (UW), Credit Products Specialists (CPS), Regional Managers, and clients by maintaining highly effective relationships with service partners throughout the Bank. CSA's assists the deal team with providing superior client servicing, loan fulfillment and data integrity. They communicate directly with clients, service partners, external vendors, and legal. These relationships help support critical compliance with policies, procedures, and risk avoidance. As a Client Solution Advisor, you will be responsible for supporting 3-5 Underwriters. You are the local point of contact for clients, assisting with compliance reporting, commercial loan documentation, initiating funding and booking of loans, research regarding bank products, providing various reports to the deal team and maintaining data integrity throughout various bank systems.
Ideal candidate will possess the following:
o BA or BS in a related area plus 2 years of administrative lending and or related experience
o Strong and effective verbal & written communication skills
o Strong organizational skills with detail orientation.
o Critical thinking skills
o Analytical and problem-solving skills to reach resolution
o Ability to multitask and adapt to change quickly
o Experience collaborating and building relationships with partners across the Enterprise
o Knowledge of key lending systems and applications (i.e. Capital Stream, CLASS, ACBS, CUI, LINKS, Tableau, CXX ) is a plus.
o Familiarity collecting financial statements, covenant monitoring and managing loan documentation.
Job Description
- Implements complex new products and services for clients. Analyzes requirements and gathers deliverables to complete the implementation and provide ongoing relationship management. May maintain client-specific procedures. Provides sales or consultative support to prospects or clients in select deals.
- Leverages knowledge of industry and PNC products/solutions to identify outside sales opportunities. Consults with clients and service partners to gather and utilize data to establish or update client specific information for products/services. Acts a project manager and coordinates the implementation work done by others.
- Analyzes, assesses and documents client requirements. May identify customization needs, and work with service partners to decision/implement. Manages multiple complex implementations simultaneously, facilitates/coordinates internal and external stakeholder meetings, creates and maintains project documentation, and creates/delivers reporting on progress.
- Serves as an escalation point and independently resolves challenges regarding implementation and production support issues raised by staff or client. Identifies and drives development of necessary solutions. Ensures positive ongoing client experiences.
- Serves as team subject matter expert. Coaches staff, Sales, and/or client when needed. Leads team communications and meetings, performs workflow coordination, and participates in special projects and initiatives. May develop and maintain training materials and provide training to service partners and clients.
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
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