Description The Portfolio Manager will be the critical internal and client-facing role for 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 Portfolio Manager will work closely with the Partner Lending Relationship Manager to facilitate the creation and execution of deals and agreements. This includes engaging outside/inside counsel, credit officers, firm leadership, etc. to ensure all information and approvals are obtained to structure a final deal with the firms. The Portfolio Manager will also quarterback the internal processes for each deal, collaborating with internally stakeholders and being the liaison to the Partner Lending RM. Responsibilities: + Serve as the primary support for the Partner Lending Relationship Manager + Coordinate with internal and external legal counsel to review and approve client documents + Draft and manage term sheets for review with Citizens credit officers and business leadership + Conduct firm/fund screening and due diligence activities + Manage pricing/profitability reviews and decisions across all deals + Manage agreements through credit approvals + Quarterback process internally to reach executed deal agreement for program with the firm + Work with Partner Lending RM to monitor portfolio management and related ongoing loan performance Hours & Work Schedule + Hours per Week: 40 + Work Schedule: M-F 8:30-5:00 Pay Transparency The salary range for this position is $114,800+ per year plus an opportunity to earn additional incentive earnings with total compensation of $172,200+. 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. 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 are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. 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. 12/31/2024