The Loan Doc & Proc Lead Analyst 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
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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
This includes but not limited to assessing service quality and identifying 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, as well as ability to influence them where necessary
Creates, develops and maintains effective relationships with colleagues, management, internal/external clients and stakeholders, and seeks to understand their needs and provides solutions
Persuades/influences/ negotiates with others through collaborative communication skills
Appropriately assess 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 escalate risks and issues
Awareness of risk types, policies and control measures and processes
- Comply with applicable laws, rules, and regulations, and adhering to Policies
Loan Documentation and Processing ------------------------------------------------------
Time Type:
Full time ------------------------------------------------------
Primary Location:
Irving Texas United States ------------------------------------------------------
Primary Location Full Time Salary Range:
$103,200.00 - $154,800.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. 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.
We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
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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