Private Bank Credit Production: SBLOC & IBLOC Underwriting

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

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.