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Description

The Capital Call Operations Team Lead will be the go-to leader of all capital call transactions and processing for the clients of the Partner Lending business. Partner lending will offer lending facilities to individual consumer borrowers as they seek to invest in Private Equity/Venture Capital funds.

The Capital Call Operations Team Lead position will lead a team of analysts to support the partner lending business by facilitating the capital calls made by firms. Working with colleagues in the Partner Lending business, this role will ensure all capital call information is captured, provide guidance to analysts on client due diligence, and oversee all capital distributions for Partner Lending. This role will lead the capital call team on all capital call processes, reporting, and monitoring for Partner Lending.

Primary responsibilities include

• Responsible for the creation and ongoing management of all team processes, templates workflows, client relation models and system integrations

• Oversee the processing and distribution of capital call requests from the Partner Lending clients

• Provide expertise and support to the capital call analysts facilitating the call requests

• Work directly with Partner Lending team members to gather all necessary capital call information

• Provide periodic updates and reviews of capital call activity to ensure accuracy

• Lead the creation of capital call reports and monitor all capital call requests for accuracy

• Assist in building automated processes to support a large number of transactions

Qualifications, Education, Certifications and/or Other Professional Credentials

• Bachelors degree preferred

• 5 years+ experience in fund accounting, lending operations and banking

Hours & Work Schedule

• Hours per Week: 40

Pay Transparency

The salary range for this position is $90,000 - $120,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

07/05/2024