Loan Documentation Specialist

hace 1 mes


Xico, México Citi A tiempo completo
Job Summary

The Loan Doc & Proc Intermediate Analyst is a key role within the Loan Operations team at Citi. This position requires a strong understanding of loan documentation processes and procedures, as well as excellent analytical and communication skills.

Key Responsibilities
  • Manage the preparation and review of loan documentation, ensuring accuracy and completeness.
  • Provide support to various tasks related to the loan process, including independently processing and closing loans within a complex loan operations environment.
  • Perform day-to-day loan transactional processing, including booking cash transactions and making payments, performing loan reconciliations, and inputting general ledger entries.
  • Interact with other counterparties around positions and outstanding balances/claims.
  • Support the launch of new products and services, and design and analyze moderately complex loan documentation reports to satisfy management requirements.
  • Make evaluative judgments based on the analysis of factual information and provide assistance in the implementation of loan documentation process improvements.
  • Minimize risk to the bank through increased knowledge of procedural requirements and adherence to audit and control policies.
Requirements
  • 2-5 years of relevant experience in loan operations or a related field.
  • Reasonable knowledge of business processes, systems, and tools used in the loan process.
  • Demonstrate understanding of loan processes, procedures, products, and services.
  • Awareness of managing, preparing, and reviewing loan documentation.
  • Adequate ability to identify, mitigate, manage, resolve, and escalate risks and issues.
Education

Bachelor's/University degree or equivalent experience.

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.



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