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PNC Financial Services

Runs a national bank for people and businesses

Bilingual Commercial Transaction Coordinator 3 - Business Credit

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeOntario, CanadaNo salary listed

About the Job

Requirements

  • At least 5 years of experience in the leasing industry.
  • Understand standard and non-standard documentation.
  • Understand equipment leasing and structured transactions.
  • Understand pricing and TValue.
  • Understand sales, use, and property tax.
  • Understand PPSA laws and how to interpret a PPSA search.
  • Have French and English verbal and written communication skills; French speaking is required.
  • Roles at this level typically require a university or college degree and at least 2 years of relevant professional experience. In lieu of a degree, a comparable combination of education, job-specific certifications, and experience, including military service, may be considered.
  • A Bachelor's degree is listed under education.

Responsibilities

  • Build relationships with third-party vendors and dealers to influence and support business growth through customer service and proactive communication among sales, vendors, customers, and internal departments.
  • Understand financing requests and ensure documentation packages meet credit approval requirements and Program Summary Matrices.
  • Adhere to Operations Policies and Procedures and ensure daily workflows implement them, including collateral evaluation, lien perfection, insurance, and countersignatures by appropriate signing levels.
  • Draft amendments to support approved deal changes for legal review.
  • Review PPSA searches to determine whether blanket liens have been filed.
  • Ensure contracts are priced appropriately and pricing exceptions are approved and documented; price deals using TValue.
  • Train new Sales Support employees, third-party dealers and vendors, and sales teams on business processes or documentation requirements.
  • Ensure deal files and systems are accurately documented so vendors are funded appropriately and customers are set up and billed correctly.
  • Influence pipeline growth with dealers and vendors, and manage the pipeline and production forecast.
  • Provide input into the development and implementation of processes that improve customer satisfaction.
  • Perform documentation, funding, and due diligence for standard or complex transactions financed by PNC or bought from or sold to other institutions, and provide client-facing service.
  • Determine, review, and issue required legal documents for transactions while ensuring all terms are met.
  • Negotiate documentation revisions and independently draft changes, or collaborate with client counsel as needed; identify deficiencies in documents for transactions bought from or sold to institutions.
  • Coordinate transaction closing schedules with internal and external clients and direct workflow as needed to meet client expectations; build relationships with clients, legal counsel, vendors, and internal partners.
  • Gather, review, and analyze transaction information from internal and external parties; resolve inquiries and issues, comply with regulations and internal procedures, and assist with responses to audit exceptions as needed.
  • Validate that transaction structures match pricing models, ensure perfection of security interests, and request approval for exceptions.

Desired Qualifications

  • Preferred skills include complex transactions, documentation, due diligence, finance strategy, financial operations, and public accounting.

About the Company

PNC Financial Services

Runs a national bank for people and businesses

PNC Financial Services runs one of the largest banks in America, serving households and businesses of every size through branches, apps, and corporate bankers. Acquisitions turned it from a regional lender into a coast-to-coast bank, notably its purchases of National City during the 2008 financial crisis and BBVA USA in 2021. Consumers keep checking and savings accounts, such as Virtual Wallet with its built-in budgeting tools, and take out mortgages and credit cards, while companies borrow and manage cash through PNC. It earns most of its money on the gap between loan interest and deposit costs, and the rest from fees. PNC traces its roots to a savings bank founded in 1845 and is based in Pittsburgh, Pennsylvania.

Company size
10,001+
Company stage
IPO
Headquarters
Pittsburgh, PA
Founded
1845

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