Client Solution Specialist

Overview

Position Overview:

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Solution Specialist within PNC's Corporate Banking organization, you will be based in Irvine, CA.

Client Solution Specialist (CSS) provides support to Underwriters (UW), Credit Products Specialists (CPS), Regional Managers, and clients by maintaining highly effective relationships with service partners throughout the Bank. CSSs assist the deal team with providing superior client servicing, loan fulfillment and data integrity. They communicate directly with clients, service partners, external vendors, and legal. These relationships help support critical compliance with policies, procedures, and risk avoidance.

As a Client Solution Specialist, you will be responsible for supporting 3-5 Underwriters. You are the local point of contact for clients, assisting with compliance reporting, commercial loan documentation, initiating funding and booking of loans, research regarding bank products, providing various reports to the deal team and maintaining data integrity throughout various bank systems.

Ideal candidate will possess the following:

• Strong and effective verbal & written communication skills
• Critical thinking skills
• Analytical and problem-solving skills to reach resolution
• Ability to multitask and adapt to change quickly
• Experience collaborating and building relationships with partners across the Enterprise
• Knowledge of key lending systems and applications (i.e. Capital Steam, CLASS, ACBS, CUI, LINKS, Tableau)
• Familiarity collecting financial statements, covenant monitoring and managing loan documentation

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

• Provides sales, service and execution support for new and ongoing client relationships.
• Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy. Performs common processing and ensures compliance with standard regulations and processes. May administer implementation plans.
• Acts as a point of contact for clients, client teams or service partners and may act as an escalation point for client implementation and servicing issues.
• Initiates, updates and verifies client, account, or transaction details in relevant systems/applications. Provides reports as needed.
• May perform general administrative support.

PNC employees take pride in our reputation and we expect our employees to be customer focused and to uphold risk and integrity standards in all business decisions.

Successful candidates must demonstrate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

• Preferred Skills — Business Decisions, Client Counseling, Client Relationship Building, Competitive Advantages, Customer Experience (CX), Personal Initiative, Relationship Management, Results-Oriented
• Competencies — Accuracy and Attention to Detail, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities, Problem Management Process, Products and Services, Sales Support and Administration
• Work Experience — Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
• Education — Associates
• Certifications — No Required Certification(s)
• Licenses — No Required License(s)

Pay Transparency — Base Salary: $31,000.00 – $72,150.00. Salaries may vary based on geographic location, market data and on individual…