The PrivateBank Client Specialist III in Chicago, Illinois
PrivateBancorp, Inc. through its subsidiaries, delivers customized business and personal financial services to middle-market companies, as well as business owners, executives, entrepreneurs and families in all of the markets and communities we serve. We provide a comprehensive benefit package including paid vacation and holidays, 401(k) with employer match, insurance and EAP. Please visit our web site www.theprivatebank.com to learn more about The PrivateBank and Trust Company and PrivateBancorp, Inc. listed on NASDAQ PVTB. The PrivateBank is an Equal Opportunity Employer M/F/Disability/Veteran
The Client Specialist provides support to a team of Relationship Managers meeting Community Development Client needs.
Assist Relationship Managers and their clients as liaison to different internal and external partners involved in closing and funding business loans. Examples of the partners include but are not limited to, Appraisal Group, Loan Presentations, LaserPro, Closers, Booking/Funding Department, Bank and client Attorneys, Title Companies, and Credit/Search vendors.
Responsible for gathering and reviewing all pre and post- closing due diligence for new and renewal loans. Must be able to resolve open issues.
Responsible for producing monthly production reports for Community Development reporting purposes
Coordinate with other internal departments for cross sell opportunities to our Community Development Customers
Provide superior service on all client requests including fund transfers, account inquiries, and day to day account maintenance.
As part of the CDG team the CS is responsible for participating in Community Development sponsored events
Must be detail oriented and possess exceptional organizational skills
Excellent written and verbal communication skills
Proficient use of Microsoft Office Applications; IBS (Metavante) experience preferred
Ability to work independently and take ownership of projects and tasks
Experienced with loan documentation for all types of commercial transactions, Real Estate, Asset Based, Letters of Credit, etc.
A Bachelor’s degree with 3-5 years relevant work experience in small business, community development, or commercial loans or similar qualifications.
External Company Name: Private Bank and Trust Company, The