Loan Documentation and Processing Senior Analyst

Loan Documentation and Processing Senior Analyst

Apply for the Loan Documentation and Processing Senior Analyst role at Citi
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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.

• 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.

• 5–8 years of…