Loan Documentation Processor
Company: Citigroup
Location: Irving
Posted on: June 23, 2022
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Job Description:
The Loan Doc & Proc Analyst 2 is a developing professional role.
Applies specialty area knowledge in monitoring, assessing,
analyzing and/or evaluating processes and data. Identifies policy
gaps and formulates policies. Interprets data and makes
recommendations. Researches and interprets factual information.
Identifies inconsistencies in data or results, defines business
issues and formulates recommendations on policies, procedures or
practices. Integrates established disciplinary knowledge within own
specialty area with basic understanding of related industry
practices. Good understanding of how the team interacts with others
in accomplishing the objectives of the area. Develops working
knowledge of industry practices and standards. Limited but direct
impact on the business through the quality of the tasks/services
provided. Impact of the job holder is restricted to own team.
Individual must be accountable, ethical, results oriented, trust
worthy and credible.**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
loans operation environment.+ Involves in providing day-to-day loan
transactional processing which may include booking cash
transactions and making payments, performing loan reconciliations,
inputting general ledger entries and (complex) calculations+
Possible interaction with other counterparties around positions and
outstanding balances/claimsSupports an expansive and/or diverse
array of products (risk and control) /services.+ Follows
established procedures to identify and resolve problems related to
loan documentation/processing activities that require investigation
or research.+ Makes recommendations to management to support
process improvement.+ Resolves problems by identifying and
selecting solutions through the application of acquired technical
experience and will be guided by precedents.+ Designs and analyzes
moderately complex loan documentation reports to satisfy management
requirements, support/control activities, and the launch of
products/services.+ Makes evaluative judgments based on the
analysis of factual information, and provides assistance in the
implementation of loan documentation process improvements.+
Minimizes risk to the bank through increased knowledge of
procedural requirements - understands and monitors errors to
suggest solutions to reduce errors, and to adhere to audit and
control policies.+ Often related, but not limited to loan
documentation processes.+ Timely management and escalation of all
requests and issues related to loan processing+ Has direct
interaction with external customers to disseminate or explain
information+ Demonstrates an intermediate level of understanding of
products and processes, and of how duties relate/integrate with
others in the team and closely related teams+ Demonstrates an
excellent knowledge of Bank related systems+ Utilizes
communication, interpersonal and diplomacy skills to interact with
colleagues and stakeholders, and to exchange potentially
complex/sensitive information, while being sensitive to audience
diversity+ Individuals at this level exhibit executional
capabilities+ 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.**Skills:
Must Have:**+ Reasonable ability of Managing, preparing and
reviewing loan documentation+ Adequate Knowledge of Loan Processes
and Procedures**Skills: Prefer to Have:**+ Fundamental Knowledge of
Business Processes, Systems and Tools used in the Loan Process+
Adequate Knowledge of Loan Products and Loan Services+ Previous
Knowledge of risk types, policies and control measures and
processes+ Fundamental Compliance with applicable laws, rules and
regulations, and adhering to Policies+ Previous expertise of use of
evaluative and ethical judgment to make decisions+ Understanding of
Identifying, mitigating, resolving, managing and escalating risks
and issues+ Ability to view multiple perspectives, prioritize,
adapt and multi-task+ Fundamental ability to think strategically,
considering the end-to-end, adjacent impacts to the broader system;
to formulate strategies and innovate+ Basic ability to analyze and
think critically and conceptually and interpretively to solve
problems.+ Includes ability to identify opportunities, assess
needs, conduct qualitative and quantitative analyses, synthesize
insights and provide recommendations.+ Effectively communicate
(written and verbal) and present with diplomacy;+ Ability to build
and manage relationships through advising, collaborating,
influencing, negotiative and persuading.**Skills: Nice to have:**+
Basic Knowledge of accounting principles and accounting practices
(e.g. US GAAP)+ Basic Awareness of the industry, competitors and
trends+ Basic Knowledge of Financial Products, such as Cash
Management, Treasury, the Trade Lifecycle Ability to manage,
improve, and design processes and standard operating procedures,
including managing KPIs and SLAs to monitor and enhance service
quality and process integrity.+ Previous experience for
Implementing projects for system implementation, technology
enhancements through project management and coordination skills+
Previous experience of Leading, managing accountability and
managing complexity;+ Ability to coach, facilitate and guide to
achieve results**Qualifications:**+ 0-2 years relevant experience+
Consistently demonstrates clear and concise written and verbal
communication skills+ Demonstrated interpersonal skills+ Ability to
work in a collaborative team atmosphere+ Ability to perform well in
a dynamic and fast paced environment+ Detail-oriented+ Can work
well under pressure and multi-task**Education:**+
Bachelor's/University degree or equivalent experienceThis job
description provides a high-level review of the types of work
performed. Other job-related duties may be assigned as
required.Preferred system knowledge: LaserProSystems used:
SalesForce, C1C/CitiRisk,
AFS-------------------------------------------------**Job Family
Group:**Operations - Transaction
Services-------------------------------------------------**Job
Family:**Loan Documentation and
Processing------------------------------------------------------**Time
Type:**Full
time------------------------------------------------------Citi is
an equal opportunity and affirmative action employer.Qualified
applicants will receive consideration without regard to their race,
color, religion, sex, sexual orientation, gender identity, national
origin, disability, or status as a protected veteran.Citigroup Inc.
and its subsidiaries ("Citi") invite all qualified interested
applicants to apply for career opportunities. 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
(https://www.citigroup.com/citi/accessibility/application-accessibility.htm)**
.View the "EEO is the Law
(https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf)
" poster. View the EEO is the Law Supplement
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.View the EEO Policy Statement
(http://citi.com/citi/diversity/assets/pdf/eeo\_aa\_policy.pdf)
.View the Pay Transparency Posting
(https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)-----------------------------Effective
November 1, 2021, Citi requires that all successful applicants for
positions located in the United States or Puerto Rico be fully
vaccinated against COVID-19 as a condition of employment and
provide proof of such vaccination prior to commencement of
employment.Citi is an equal opportunity and affirmative action
employer. Minority/Female/Veteran/Individuals with
Disabilities/Sexual Orientation/Gender Identity.
Keywords: Citigroup, Irving , Loan Documentation Processor, Other , Irving, Texas
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