Citi
Loan Documentation and Processing Senior Analyst
Apply for the
Loan Documentation and Processing Senior Analyst
role at
Citi .
The Loan Doc & Proc Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub‑function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where the development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
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.
Independently process and close loans within a complex loan operations environment.
Demonstrate a comprehensive understanding of how the department’s loan function collectively integrates to contribute to achieving overall business goals.
Apply in‑depth knowledge of concepts and procedures within the department to resolve issues related to loan documentation processes.
Responsible for escalating control gaps and issues to senior management; identify loan‑related control deficiencies and implement appropriate procedures and solutions to mitigate any risk or control losses.
Directly impact the area through shared responsibility for delivery of end results and formulation of procedures/process improvement.
Provide value‑added perspective or advice that contributes to the development of new techniques and the improvement of the loan documentation processes for the area.
Resolve complex problems where analysis requires an in‑depth evaluation of loan procedures and industry standards.
Make a significant contribution to change‑the‑bank projects and offer solutions at an advanced level.
Provide judgment based on analysis of factual information in complicated and unique situations, mostly but not limited to the loan documentation process.
Assume informal/formal leadership role within the team, coach and train new recruits, and provide guidance and support to junior staff.
Create, develop and maintain effective relationships with colleagues, management, internal/external clients and stakeholders, seeking to understand their needs and provide solutions.
Persuade and influence others through collaborative communication skills; negotiate with external parties when necessary.
Be a subject matter expert in one (or more) specific skill sets, business areas or products.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citi’s clients and assets, driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct, business practices, escalating, managing and reporting control issues with transparency, and effectively supervising the activity of others and creating accountability with those who fail to maintain these standards.
Qualifications
5–8 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 escape risks and issues.
Awareness of risk types, policies and control measures and processes.
Comply with applicable laws, rules, and regulations, and adhere to policies.
Education
Bachelor’s/University degree or equivalent experience.
Job Family Group:
Operations – Transaction Services
Job Family:
Loan Documentation and Processing
Time Type:
Full time
Primary Location:
Irving, Texas, United States
Salary Range:
$78,080.00 – $117,120.00
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.
Equal Employment Opportunity : Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to 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.
#J-18808-Ljbffr
Loan Documentation and Processing Senior Analyst
role at
Citi .
The Loan Doc & Proc Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub‑function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where the development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
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.
Independently process and close loans within a complex loan operations environment.
Demonstrate a comprehensive understanding of how the department’s loan function collectively integrates to contribute to achieving overall business goals.
Apply in‑depth knowledge of concepts and procedures within the department to resolve issues related to loan documentation processes.
Responsible for escalating control gaps and issues to senior management; identify loan‑related control deficiencies and implement appropriate procedures and solutions to mitigate any risk or control losses.
Directly impact the area through shared responsibility for delivery of end results and formulation of procedures/process improvement.
Provide value‑added perspective or advice that contributes to the development of new techniques and the improvement of the loan documentation processes for the area.
Resolve complex problems where analysis requires an in‑depth evaluation of loan procedures and industry standards.
Make a significant contribution to change‑the‑bank projects and offer solutions at an advanced level.
Provide judgment based on analysis of factual information in complicated and unique situations, mostly but not limited to the loan documentation process.
Assume informal/formal leadership role within the team, coach and train new recruits, and provide guidance and support to junior staff.
Create, develop and maintain effective relationships with colleagues, management, internal/external clients and stakeholders, seeking to understand their needs and provide solutions.
Persuade and influence others through collaborative communication skills; negotiate with external parties when necessary.
Be a subject matter expert in one (or more) specific skill sets, business areas or products.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citi’s clients and assets, driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct, business practices, escalating, managing and reporting control issues with transparency, and effectively supervising the activity of others and creating accountability with those who fail to maintain these standards.
Qualifications
5–8 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 escape risks and issues.
Awareness of risk types, policies and control measures and processes.
Comply with applicable laws, rules, and regulations, and adhere to policies.
Education
Bachelor’s/University degree or equivalent experience.
Job Family Group:
Operations – Transaction Services
Job Family:
Loan Documentation and Processing
Time Type:
Full time
Primary Location:
Irving, Texas, United States
Salary Range:
$78,080.00 – $117,120.00
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.
Equal Employment Opportunity : Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to 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.
#J-18808-Ljbffr