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Description

Citizens Bank is seeking a highly motivated and detail-oriented Analyst/Associate level candidate to join its Corporate Credit Securitization Lending (“CCSL”) collateral management team. The CCSL team is responsible for sourcing, underwriting, and managing loan commitments to investment funds managed by middle market leveraged loan managers and secured by portfolios of middle market loans. This role is crucial for ensuring the accuracy and efficiency of our collateral management processes.

This role will be located in Charlotte.

Responsibilities include:

+ Downloading, organizing, and tracking documents from external sites, ensuring all required documents are obtained and accurately recorded.

+ Verifying quarterly reporting metrics provided by clients ensuring accurate financial and compliance reporting.

+ Reviewing and processing credit agreement amendments, determining if they constitute a material change, and updating relevant trackers and notes accordingly.

+ Checking borrowing base files and underlying collateral documentation for accuracy and communicating with managers to address material items in a timely manner.

+ Setting up documentation for new facilities, updating internal trackers and calculating metrics for draft loan approval notices.

+ The role is also expected to grow to include direct client interaction in managing asset approval requests, calculation of metrics for draft loan approval notices, and producing a short form credit write-up for loan approvals or credit analysis of underperforming loans.

Qualifications - External

+ 1-3+ years of leveraged finance, securitization (CLO) and/or credit underwriting experience.

+ Strong PC Proficiency, Microsoft Office applications, and Credit Research Tools.

+ Must have excellent verbal and written communication skills.

+ Excel and organizational skills are central to the role.

+ Must be able to effectively prioritize, multi-task, and work within tight deadlines.

Education

+ Bachelor’s Degree in Business, Finance, Accounting, or Economics.

Hours and Work Schedule

Hours per Week: 40

Work Schedule: Monday - Friday

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

05/31/2025