PB Lending Specialist BB

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📍 United States, United States, United States

Full-time Financial Specialists Posted February 23, 2026

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Job Description

Private Bank Lending Specialist BB
The Private Bank Lending Specialist BB delivers exceptional service and support to Relationship Managers and their high‑net‑worth clients, ensuring a seamless lending experience from application through closing. This role operates with a strong focus on operational execution, loan processing, financial analysis, and meticulous quality control.
Primary Responsibilities
Partner closely with the Relationship Manager and the client to identify lending needs and propose appropriate credit solutions.
Conduct thorough analysis of client financials to determine loan eligibility and support underwriting recommendations.
Serve as the primary point of contact for all internal and external parties throughout the lending transaction once transitioned from the RM, while ensuring the RM remains fully informed.
Manage the end‑to‑end loan lifecycle—including presenting to Credit Officers, locking and submitti...
                

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Job Details

Location

United States, United States, United States

Job Type

Full-time