PB Sr Client Relations Manager

The Sr PB Client Relations Manager assists clients with the loan application process and services their needs post-loan close.

The Sr CRM has a profound understanding of the loan origination process as well as servicing channels for mortgage and deposit requests.

The Sr CRM also assists with credit analysis and prequalification, though specific loan product is dependent on their respective Relationship Manager.

The Sr Client Relations Manager is able to stand in for their Relationship Manager in their absence.

The PB Client Relations Manager assists clients with the loan application process and services their needs post-loan close.

The Senior Client Relations Manager cultivates a positive and supportive team environment by actively mentoring and coaching junior colleagues on technical skills, best practices, and professional development.

Primary responsibilities include

• Assist with fielding prospects, including taking introductory meetings and providing rates when the Relationship Manager is not available.
• Firm understanding of Relationship Manager's clientele and product specialty.
• Routinely reviews existing client base for deposit opportunities and prospects.
• Respond to client inquiries and servicing requests in a timely manner
• Assists their respective relationship manager with coordinating client meetings, events, and gifts.
• Manages the active loan pipeline, assisting the client from the preapproval stage, through underwriting, closing, and post close:
• Pre-qualifications and documentation analysis for prospective clients.
• Answering questions about Initial Loan Estimate.
• Takes initial client calls from new clients, when needed, and takes most initial deal screening calls from returning clients.
• Is knowledgeable in pricing, deal structuring, analysis, underwriting, and credit policy for more than one loan product (ex. Residential + CRE/MF).
• Plays a leading role in credit pre-screening work and conversations with Private Bank Credit Officers.
• Internal RM's who intend to become independent RM's partner with RMD's to create a plan on familiarizing themselves with Citizens Private Bank products and services beyond loan products.