Private Bank Credit Production Manager Credit Pittsburgh, PA

Tscbank; Pittsburgh (PA); On-site; USD 60,000 - 80,000; Full time

Job summary

A financial services provider in Pittsburgh seeks a Private Bank Credit Production Manager to manage securities-backed and insurance-backed line of credit applications. The role involves evaluating collateral, performing credit investigations, and collaborating with various teams. Candidates should possess a Bachelor’s Degree and have 1-3 years of banking experience with skills in accounting, MS Office, and strong analytical abilities.

Qualifications

• Minimum 1-3 years of banking or securities experience, including brokerage statement or credit analysis.
• Experience in financial services with exposure to marketable securities or asset-based lending preferred.

Responsibilities

• Evaluates and validates eligible collateral and advance formulas.
• Reviews brokerage statements and system feeds for collateral assets.
• Conducts credit investigations and due diligence.
• Assists in analyzing service requests.
• Reviews legal documentation for accuracy.
• Analyzes problem accounts and proposes solutions.

Skills

Accounting principles

MS Office (Excel, Word)

Attention to detail

Communication skills

Critical thinking

Analytical skills

Education

Bachelor’s Degree in Business or related field

Job description

The Private Bank Credit Production Manager manages securities-backed line of credit (SBLOC) and insurance-backed line of credit (IBLOC) applications through the Private Bank’s underwriting process, providing provide timely and effective analysis and decision making while consistently completing a daily workload.

Primary Functions of the Position:

• In a high-volume environment, evaluates / validates defined eligible collateral, advance formulas, and supporting collateral information.
• Reviews brokerage statements and system feeds in order to value collateral assets associated with Private Bank lines of credit
• Conducts credit investigations and related due diligence
• Assists the collateral monitoring group in analyzing service requests
• When required, reviews legal and borrower-provided documentation for accuracy and completeness
• May assist in the analysis of problem accounts and propose acceptable solutions regarding customer service issues
• Performs related reporting and project support work

Education and Experience Requirements:

• Bachelor’s Degree, preferably in Business or related field
• Minimum 1-3 years of banking or securities experience, including experience in brokerage statement or credit analysis
• Financial services experience with exposure to marketable securities, collateralized or asset-based lending, or loan administration is preferred

Essential Skills and Abilities:

• Demonstrated knowledge of accounting principles and reconcilement procedures
• Proficient in MS Office, specifically Excel and Word
• Organized with strong attention to detail
• Professional interpersonal and communication skills
• Strong writing, critical-thinking, and analytical skills

TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

TriState Capital Bank is an Equal Opportunity Employer.