Senior CML Agency Services Specialist at Citizens Financial Group, Inc in Riverside, RI
Req. Number:
2110210 Full/Part Time:
F Shift:
1st Shift Description The Sr CML Agency Servicing Specialist within the Trading Desk Ops Support team is responsible for utilizing multiple trade platforms to support daily trade settlements. Primary tasks include serving as one of the point of contacts for all the trading desk business line operation's needs. This role supports task including but not limited to settlements of primary and secondary trading, internal assignments and third-party trades. Also, will be responsible for the deal set up where Citizens Bank NA does not hold a position. Highest level of customer services with same day deadlines This role is responsible for processing, analyzing and solvingcomplex daily transactions, including reconciliations of trading limits, clearing of cashflows with intricate transactions and daily trading settlements Responsible for understanding and reviewing syndicated credited agreements Responsible for approving transactions; accurately recording and updating issues actions and outcomes Responsible for setting up all counterparties, lenders, and ensuring accuracy with the set ups of all admin details Must be detail oriented and highly focused on trading desk operations functions:
secondary trades, primary assignments, third party assignments Maintain/create accurate and timely reports and/or documentation with minimal supervision Working closely with the Sales and Trading business line and meeting the Service Level Agreements (SLA) given daily Perform all due diligence on new traded deals prior to booking. ex OFAC, FATCA , and compliance documents Collaborate with the Trading Desk team to properly implement business strategy within systematic processing limits as they arise through daily processing Accurately completes all customer follow-up work Maintain knowledge of policies and procedures, regulations, and applicable system applications to ensure compliance with department SLAs, policies, procedures, and/or regulatory and risk requirements Qualifications
Qualifications:
Advanced Knowledge in commercial loan applications LoanIQ, ClearPar and LoanTrak Strong product knowledge of Syndication and Participation clients, with skills in issue prioritization and multi-tasking with trading desk transactions Self-thinker, ability to make independent decisions regarding the processing of high-impact multi-million dollar Syndicated transactions Able to work effectively as part of a team and independently Solid interpersonal and communication skills Handles day to day work challenges confidently and is willing to adjust to multiple demands, shifting priorities, ambiguity, and rapid change Solid professional customer service orientation Strong organizational skills Solid time management skills Strong written and verbal skills Experience with Microsoft Office Suite (Word, Excel , Outlook) Education:
Bachelor's degree required, or 7
years related work experience Hours & Work Schedule Hours per Week:
40 Work Schedule:
8:
00 am - 5:
00 pm
Salary Range:
$80K -- $100K
Minimum Qualification
Process ManagementEstimated Salary: $20 to $28 per hour based on qualifications.
2110210 Full/Part Time:
F Shift:
1st Shift Description The Sr CML Agency Servicing Specialist within the Trading Desk Ops Support team is responsible for utilizing multiple trade platforms to support daily trade settlements. Primary tasks include serving as one of the point of contacts for all the trading desk business line operation's needs. This role supports task including but not limited to settlements of primary and secondary trading, internal assignments and third-party trades. Also, will be responsible for the deal set up where Citizens Bank NA does not hold a position. Highest level of customer services with same day deadlines This role is responsible for processing, analyzing and solvingcomplex daily transactions, including reconciliations of trading limits, clearing of cashflows with intricate transactions and daily trading settlements Responsible for understanding and reviewing syndicated credited agreements Responsible for approving transactions; accurately recording and updating issues actions and outcomes Responsible for setting up all counterparties, lenders, and ensuring accuracy with the set ups of all admin details Must be detail oriented and highly focused on trading desk operations functions:
secondary trades, primary assignments, third party assignments Maintain/create accurate and timely reports and/or documentation with minimal supervision Working closely with the Sales and Trading business line and meeting the Service Level Agreements (SLA) given daily Perform all due diligence on new traded deals prior to booking. ex OFAC, FATCA , and compliance documents Collaborate with the Trading Desk team to properly implement business strategy within systematic processing limits as they arise through daily processing Accurately completes all customer follow-up work Maintain knowledge of policies and procedures, regulations, and applicable system applications to ensure compliance with department SLAs, policies, procedures, and/or regulatory and risk requirements Qualifications
Qualifications:
Advanced Knowledge in commercial loan applications LoanIQ, ClearPar and LoanTrak Strong product knowledge of Syndication and Participation clients, with skills in issue prioritization and multi-tasking with trading desk transactions Self-thinker, ability to make independent decisions regarding the processing of high-impact multi-million dollar Syndicated transactions Able to work effectively as part of a team and independently Solid interpersonal and communication skills Handles day to day work challenges confidently and is willing to adjust to multiple demands, shifting priorities, ambiguity, and rapid change Solid professional customer service orientation Strong organizational skills Solid time management skills Strong written and verbal skills Experience with Microsoft Office Suite (Word, Excel , Outlook) Education:
Bachelor's degree required, or 7
years related work experience Hours & Work Schedule Hours per Week:
40 Work Schedule:
8:
00 am - 5:
00 pm
Salary Range:
$80K -- $100K
Minimum Qualification
Process ManagementEstimated Salary: $20 to $28 per hour based on qualifications.
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