Job Summary
Job Description
What is the opportunity?
This position supports the Wealth Management U.
S.
Credit and Lending Services team for the New York Credit Branch within US Wealth Management by reviewing documentation for various non-individual borrower and or pledgor types to determine capacity, authority, powers, ownership structure and principal(s) to effectively structure signature blocks for loan documentation.
What will you do?
Review Trust Agreements / Wills / Entity / Non-Profit Organizational Documents
Identify Principal Parties and Owners as applicable
Determine authority and powers of identified parties
Understand Governing Law and Compliance thereof
Complete Bank form(s) accurately and completely
Work closely with Lending team to obtain required supporting information
Correspond with Internal Counsel as needed
What do you need to succeed?
Must-have
4 year advanced degree from accredited university in Finance, Accounting, Business or equivalent and / or related experience
7+ years of commercial lending experience, preferably in documentation
Ability to meet all work deadlines
Knowledge of organizational documentation requirements
Strong interpersonal, verbal and written communication skills with all levels of management
Nice-to-have
Experience working with complex loans and borrowing structures
Experience reviewing organizational and related documentation
Experience working with High Net Worth / Private Banking client base
Well organized, detail oriented, and extremely accurate
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.
We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Flexible work/life balance options
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities
Access to a variety of job opportunities across business
Job Skills
Adaptability, Critical Thinking, Customer Service, Detail-Oriented, Financial Engineering, Financial Statement Analysis, Investments Analysis, Personal Development, Taking Initiative, Teamwork
Additional Job Details
Address:
8081 ARCO CORPORATE DRIVE:RALEIGH
City:
Raleigh
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
Wealth Management
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2024-02-09
Application Deadline:
2024-02-26
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth.
We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.
We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities.
Please let us know if you need any accommodations during the recruitment process.
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