Specialty Lending Servicing Professional

The Specialty Lending Servicing Professional is responsible for supporting the origination processes and ongoing servicing, collateral management, and operational support for the Specialty Lending portfolio, with a primary focus on Securities‐Based Lending (SBL) and the Partner Loan Program (PLP).

This role partners closely with the Citizens Wealth Business, Lending Specialists, Product Managers, Relationship Managers, and other internal stakeholders to provide coordinated, high‐quality support on behalf of the PWSL organization.

The individual will act as a key servicing point of contact for day‐to‐day loan activity, ensuring transactions are executed accurately, efficiently, and in compliance with approved credit terms and bank policies.

The position requires the ability to manage complex collateral and monetary transactions, someone who is eager to learn the product specific nuances, and a proactive mindset centered on risk management, client experience, and cross‐functional collaboration.

Primary responsibilities include:

• Work closely with lending specialists, PLP RMs, and PWSL product managers to deliver a holistic, unified servicing approach across specialty lending products.
• Act as a trusted servicing resource, providing thoughtful guidance while maintaining appropriate risk discipline.
• Support a “one‐team” approach in managing advisor and client interactions by ensuring alignment across all stakeholders.
• Loan documentation preparation and review for new origination requests

• Provide ongoing servicing support for SBL loans, including daily monitoring and maintenance of collateral positions.
• Manage and process collateral withdrawals, substitutions, and releases in accordance with loan agreements and credit approvals.
• Monitor collateral sufficiency, address margin‐related activity as applicable, and escalate risk or exception items in partnership with credit and product teams.
• Serve as a key operational contact for wealth advisors and internal partners, supporting client requests related to SBL activity.
• Partner closely with the Citizens Wealth business to ensure seamless coordination and consistent messaging when supporting advisors and clients.