Job Description
Application Deadline: 07/21/2026 Address: VIRTUAL05 - HomeRes - CA Job Family Group: Wealth Sales & Service Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring). Assists in preparing new business proposals or presentations to clients/prospects. Assists in preparing for client meetings and account opening documentation. Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels. Performs client sales & service support activities as required to meet client needs and maintain overall service standards. Determines client needs and ensures timely and accurate completion of transaction processing. Provides after sales support and handles exceptions tactfully, accurately and efficiently in accordance with Bank policy. Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate. Maintains detailed knowledge and understanding of the integrated private banking services and offerings and lending procedures. Collaborates with internal and external stakeholders in order to deliver on business objectives. Analyzes data and information to provide insights and recommendations. Executes set-up, maintenance, and advancement of lending products and related account administration as per guidelines. Verifies and processes loan drawdowns, ensuring they are within the terms of the credit authorization and completion of required security documentation. Reviews and actions overdrafts and other monitoring reports in a timely manner. Sets up and completes margin / covenant tests within establish
