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Loan Documentation and Process Specialist

hace 2 semanas


Xico, México Citi A tiempo completo
Job Overview

Citi is seeking an experienced Loan Documentation and Process Specialist to join our team. As a key member of our operations team, you will play a critical role in ensuring the efficient processing and documentation of loans.

Responsibilities
  • Manage the preparation and review of loan documentation, including independently processing and closing loans within a complex loan operations environment.
  • Provide day-to-day collateral management, which may include booking cash transactions and making payments, input of general ledger entries and (complex) calculations.
  • Interact with other counterparties around positions and outstanding balances/claims.
  • Support an expansive and/or diverse array of products (risk and control) /services.
  • Follow established procedures to identify and resolve problems related to loan documentation/processing activities that require investigation or research and make recommendations to management to support process improvement.
  • Design and analyze moderately complex loan documentation reports for management requirements, support/control activities, and the launch of products/services.
Requirements
  • 0-2 years experience in loan processing and documentation.
  • Elementary level knowledge of business processes, systems, and tools used in the loan process.
  • Demonstrate understanding of loan processes, procedures, products, and services.
  • Basic awareness of managing, preparing, and reviewing loan documentation.
  • Able to identify, mitigate, manage, resolve, and escalate risks and issues.
  • Awareness of various risks, policies, and control measures and processes.
  • Comply with applicable laws, rules, and regulations, and adhering to policies.
Salary and Benefits

The estimated salary for this position is $60,000 - $80,000 per year, depending on experience. Citi offers a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.

Education

Bachelor's/University degree or equivalent experience required.

Estimated salary: $62,500 per year based on location and experience.