Key skills
Decision MakingCritical ThinkingSales
About this role
Role Overview
- 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
Requirements
- 4+ years of related business or functional experience
- Associates or equivalent degree as well as related experience or product knowledge
- Experience in sales support, document preparation, or operations is preferred
- Complex Transactions
- Documentation Preparation
- Documentation Review
- Documentations
- Due Diligence
- Finance Strategy
- Financial Operations
- Public Accounting
- Sales Support
- Task Organization
- 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
- 9 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