• Creates and maintains legal document files required for complex transactions.• Satisfies documentation due diligence for complex transactions following standard operating procedures. Interacts professionally with internal and external contacts to gather necessary information. Identifies exceptions, escalates when necessary and resolves appropriately.• Participates in calls with internal contacts to ensure accuracy of information between approvals and core systems.• Achieve and maintain established quality thresholds.• Independently and proactively manage a pipeline including consistent follow up with internal and external partners as needed.• Follow all established job aids and procedures.• Works with internal and external legal counsel on complex transactions requiring additional documentation guidance and legal review.
Job Description- Prepares documents to match specifications of credit approval, deal requirements, and policies for complex transactions. May provide client-facing service directly or with senior coordinators and interact with external business partners. May provide on-the-job training or coaching.
- Creates and maintains legal document files required for complex transactions. Coordinates with Servicing to onboard and accurately book transactions into accounting system.
- Prepares and issues legal documents to client for complex transactions. Reviews client-executed documents for compliance. Prepares requests to release client funds.
- Satisfies documentation due diligence for complex transactions. Interacts professionally with internal and external contacts to gather necessary information. Identifies exceptions, escalates when necessary and resolves appropriately.
- Prepares and files security documentation for complex transactions required to perfect interest in the collateral.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
- Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
- Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
QualificationsSuccessful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and requiredneeded to be successful in this position.
Complex Transactions, Documentations, Due Diligence, Finance Strategy, Financial Operations, Public AccountingRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 4+ years of related business or functional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.No Required Certification(s)No Required License(s)
California ResidentsRefer to the