Citi
Loan Documentation and Processing Lead Analyst VP
Citi, New Castle, Delaware, United States, 19720
Loan Documentation and Processing Lead Analyst VP
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The Loan Doc & Proc Lead Analyst, VP is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.
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
This role will manage preparing and reviewing loan documentation while providing support to a variety of tasks related to the loan process.
Activities will include independently processing and closing loans within a complex loan operations environment. Subject matter experts who oversee the daily performance of the loan documentation processes to satisfactory completion of the daily operational cycle.
Develops and exercises business plans, policies and procedures, and demonstrates an ability to lead projects, offer innovative solutions and cost saving opportunities.
Stays abreast of developments within the loan documentation/processing function and considers the impact to the business.
Has responsibility for volume, quality, timeliness and delivery of complex deliverables often related, but not limited to loan documentation processes.
Accountable for integrity of process, operations and associated results.
Responsible for detailed analysis of loan related issues where the best course of action is not evident from the information available, but actions must be recommended/ taken.
Supports a wide range of internal clients (product, sales, client delivery, and technology) and external corporate clients.
Assesses service quality and identifies areas for process improvement, service or technology enhancements.
Requires advanced analytical skills to filter, prioritize and validate potentially complex material from multiple projects, thereby defining problems and developing solutions.
Defines, develops, implements and tracks appropriate margin related KPIs and SLAs for the group.
Conducts discovery and due diligence activities with clients to meet their needs.
Assumes informal/formal leadership role within the team, is involved in the coaching and training of new recruits, provides guidance and support to junior staff.
Builds effective relationships with colleagues, management, internal/external clients and stakeholders, and influences them where necessary.
Persuades/influences/ negotiates with others through collaborative communication skills.
Appropriately assesses risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
6-10 years of experience
Reasonable knowledge of Business Processes, Systems and Tools used in the Loan Process
Demonstrate understanding of Loan Processes, Procedures, Products and Services
General awareness of managing, preparing, and reviewing loan documentation
Adequate ability to identify, mitigate, manage, resolve, and elevate risks and issues
Awareness of risk types, policies and control measures and processes
Comply with applicable laws, rules, and regulations, and adhering to Policies
Education
Bachelor’s/University degree, Master’s degree preferred
Job Family Group Operations - Transaction Services
Job Family Loan Documentation and Processing
Time Type Full time
Primary Location New Castle Delaware United States
Primary Location Full Time Salary Range $103,200.00 - $154,800.00
Benefits Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Anticipated Posting Close Date Dec 29, 2025
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 and/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 Lead Analyst, VP is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.
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
This role will manage preparing and reviewing loan documentation while providing support to a variety of tasks related to the loan process.
Activities will include independently processing and closing loans within a complex loan operations environment. Subject matter experts who oversee the daily performance of the loan documentation processes to satisfactory completion of the daily operational cycle.
Develops and exercises business plans, policies and procedures, and demonstrates an ability to lead projects, offer innovative solutions and cost saving opportunities.
Stays abreast of developments within the loan documentation/processing function and considers the impact to the business.
Has responsibility for volume, quality, timeliness and delivery of complex deliverables often related, but not limited to loan documentation processes.
Accountable for integrity of process, operations and associated results.
Responsible for detailed analysis of loan related issues where the best course of action is not evident from the information available, but actions must be recommended/ taken.
Supports a wide range of internal clients (product, sales, client delivery, and technology) and external corporate clients.
Assesses service quality and identifies areas for process improvement, service or technology enhancements.
Requires advanced analytical skills to filter, prioritize and validate potentially complex material from multiple projects, thereby defining problems and developing solutions.
Defines, develops, implements and tracks appropriate margin related KPIs and SLAs for the group.
Conducts discovery and due diligence activities with clients to meet their needs.
Assumes informal/formal leadership role within the team, is involved in the coaching and training of new recruits, provides guidance and support to junior staff.
Builds effective relationships with colleagues, management, internal/external clients and stakeholders, and influences them where necessary.
Persuades/influences/ negotiates with others through collaborative communication skills.
Appropriately assesses risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
6-10 years of experience
Reasonable knowledge of Business Processes, Systems and Tools used in the Loan Process
Demonstrate understanding of Loan Processes, Procedures, Products and Services
General awareness of managing, preparing, and reviewing loan documentation
Adequate ability to identify, mitigate, manage, resolve, and elevate risks and issues
Awareness of risk types, policies and control measures and processes
Comply with applicable laws, rules, and regulations, and adhering to Policies
Education
Bachelor’s/University degree, Master’s degree preferred
Job Family Group Operations - Transaction Services
Job Family Loan Documentation and Processing
Time Type Full time
Primary Location New Castle Delaware United States
Primary Location Full Time Salary Range $103,200.00 - $154,800.00
Benefits Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Anticipated Posting Close Date Dec 29, 2025
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 and/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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