Loan Documentation Specialist

2 days ago

New York, New York, United States Citigroup Full time
Job Summary

We are seeking a highly skilled Loan Documentation Specialist to join our team at Citigroup. As a key member of our loan operations team, you will be responsible for managing loan documentation, preparing and reviewing loan documents, and providing support to various tasks related to the loan process.

Key Responsibilities
  • Manage loan documentation, including preparing and reviewing loan documents, and ensuring compliance with industry standards and regulations.
  • Provide support to various tasks related to the loan process, including independently processing and closing loans within a complex loans operation environment.
  • Integrate a solid understanding of industry and business standards and practices of loan documentation processes.
  • Deal with most loan-related problems independently and have some latitude to resolve complex issues, where expertise is required to interpret against policies, guidelines or processes.
  • Apply judgment when interpreting data, preparing reports, and presenting findings to management.
  • Makes resolution recommendations based on identified trends and facts.
  • Design and analyze complex reports often related, but not limited to loan documentation processes to satisfy management requirements and support/control activities.
  • Participate in and support the implementation of projects and process improvement initiatives.
  • Interprets data and makes recommendations for the launch of new products/services and upgraded platforms that loan documentation/processing functions.
  • Demonstrate a understanding of the loan documentation processes to identify policy gaps and formulate policies to support the streamlining of related work processes.
  • Minimizes risk to the bank through a solid understanding of procedural requirements - provides solutions to reduce errors, and to adhere to audit and control policies. Servers as a checker for systematic transactions as a last line of defense.
  • Timely escalation and resolution of all inquiries and issues related to loan documentation.
  • Provides informal guidance and/or on-the-job-training to new team members.
  • Works closely with own team and internal stakeholders in order to meet client needs.
  • Has direct interaction with external customers to disseminate or explain information.
  • Individuals who are emerging as an expert in a specific skill set, business area or product but who remain focused primarily on daily execution.
  • 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.
Requirements
  • 2-5 years relevant experience.
  • Can work well under pressure and multi-task with a sense of urgency.
  • Proactive to escalate issues and drive change on process.
  • Deliver results and able to meet tight deadlines.
  • Ability to collaborate with team members within and outside of own team.
Education
  • Bachelor's/University degree or equivalent experience.
About Citigroup

Citigroup 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.

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