Citi
Loan Documentation and Processing Intermediate Assoc Analyst
Citi, Irving, Texas, United States, 75084
Loan Documentation and Processing Intermediate Assoc Analyst
Join to apply for the Loan Documentation and Processing Intermediate Assoc Analyst role at Citi.
The Loan Doc & Proc Intmd Assoc Analyst is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. Individual must be accountable, ethical, results oriented, trustworthy, and credible. This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Responsibilities
Manage preparing and reviewing loan documentation while providing support to a variety of tasks related to the loan process.
Process and close loans independently within a complex loan operations environment.
Integrate a solid understanding of industry and business standards and practices of loan documentation processes.
Deal with most loan-related problems independently and resolve complex issues requiring expertise to interpret against policies, guidelines, or processes.
Apply judgment when interpreting data, preparing reports, and present findings to management.
Make resolution recommendations based on identified trends and facts.
Design and analyze complex reports related to loan documentation processes to satisfy management requirements and support/control activities.
Participate in and support the implementation of projects and process improvement initiatives.
Interpret data and make recommendations for the launch of new products/services and upgraded platforms that impact loan documentation/processing functions.
Identify policy gaps and formulate policies to support the streamlining of related work processes.
Minimize risk to the bank by understanding procedural requirements, providing solutions to reduce errors, and adhering to audit and control policies.
Act as a checker for systematic transactions as a last line of defense.
Escalate and resolve all inquiries and issues related to loan documentation in a timely manner.
Apply understanding of how the team and area integrate with others in accomplishing the objectives of the sub-unit.
Provide informal guidance and/or on-the-job training to new team members.
Work closely with own team and internal stakeholders to meet client needs.
Interact directly with external customers to disseminate or explain information.
Serve as an emerging expert in a specific skill set, business area or product while focusing on daily execution.
Appropriately assess risk in business decisions, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations and upholding policy.
Qualifications
2 – 5 years relevant experience.
Basic knowledge of business processes, systems and tools used in the loan process.
Demonstrated understanding of loan processes, procedures, products and services.
General awareness of managing, preparing, and reviewing loan documentation.
Able to identify, mitigate, manage, resolve, and escalated risks and issues.
Reasonable awareness of risk types, policies and control measures and processes.
Compliance with applicable laws, rules and regulations and adherence to policies.
Loan IQ knowledge.
Education
Bachelor’s/University degree or equivalent experience.
Job Details Job Family Group:
Operations – Transaction Services
Job Family:
Loan Documentation and Processing
Time Type:
Full time
Primary Location:
Irving, Texas, United States
Salary Range:
$61,870 – $86,330 per year
Benefits Citi offers competitive employee benefits, including medical, dental and vision coverage; 401(k); life, accident and disability insurance; wellness programs; paid time off packages; vacation; sick leave; and paid holidays.
Posting Close Date Dec 22, 2025
Equal Opportunity Statement Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools or apply for a career opportunity, review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
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The Loan Doc & Proc Intmd Assoc Analyst is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. Individual must be accountable, ethical, results oriented, trustworthy, and credible. This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Responsibilities
Manage preparing and reviewing loan documentation while providing support to a variety of tasks related to the loan process.
Process and close loans independently within a complex loan operations environment.
Integrate a solid understanding of industry and business standards and practices of loan documentation processes.
Deal with most loan-related problems independently and resolve complex issues requiring expertise to interpret against policies, guidelines, or processes.
Apply judgment when interpreting data, preparing reports, and present findings to management.
Make resolution recommendations based on identified trends and facts.
Design and analyze complex reports related to loan documentation processes to satisfy management requirements and support/control activities.
Participate in and support the implementation of projects and process improvement initiatives.
Interpret data and make recommendations for the launch of new products/services and upgraded platforms that impact loan documentation/processing functions.
Identify policy gaps and formulate policies to support the streamlining of related work processes.
Minimize risk to the bank by understanding procedural requirements, providing solutions to reduce errors, and adhering to audit and control policies.
Act as a checker for systematic transactions as a last line of defense.
Escalate and resolve all inquiries and issues related to loan documentation in a timely manner.
Apply understanding of how the team and area integrate with others in accomplishing the objectives of the sub-unit.
Provide informal guidance and/or on-the-job training to new team members.
Work closely with own team and internal stakeholders to meet client needs.
Interact directly with external customers to disseminate or explain information.
Serve as an emerging expert in a specific skill set, business area or product while focusing on daily execution.
Appropriately assess risk in business decisions, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations and upholding policy.
Qualifications
2 – 5 years relevant experience.
Basic knowledge of business processes, systems and tools used in the loan process.
Demonstrated understanding of loan processes, procedures, products and services.
General awareness of managing, preparing, and reviewing loan documentation.
Able to identify, mitigate, manage, resolve, and escalated risks and issues.
Reasonable awareness of risk types, policies and control measures and processes.
Compliance with applicable laws, rules and regulations and adherence to policies.
Loan IQ knowledge.
Education
Bachelor’s/University degree or equivalent experience.
Job Details Job Family Group:
Operations – Transaction Services
Job Family:
Loan Documentation and Processing
Time Type:
Full time
Primary Location:
Irving, Texas, United States
Salary Range:
$61,870 – $86,330 per year
Benefits Citi offers competitive employee benefits, including medical, dental and vision coverage; 401(k); life, accident and disability insurance; wellness programs; paid time off packages; vacation; sick leave; and paid holidays.
Posting Close Date Dec 22, 2025
Equal Opportunity Statement Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools or apply for a career opportunity, review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
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