Loan Documentation Specialist
hace 1 semana
Citi is seeking a highly skilled Loan Documentation Specialist to join our team. As a key member of our Credit Operations department, you will be responsible for preparing and reviewing loan documentation, providing support to various tasks related to the loan process, and ensuring compliance with established procedures.
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, 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.
- Make recommendations to management to support process improvement.
- Design and analyze moderately complex loan documentation reports to satisfy management requirements, support/control activities, and the launch of products/services.
- 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 - understand and monitor errors to suggest solutions to reduce errors, and to adhere to audit and control policies.
- Timely management and escalation of all inquiries and issues related to loan processing.
- Have direct interaction with external customers to disseminate or explain information.
- Demonstrate an intermediate level of understanding of products and processes, and of how duties relate/integrate with others in the team and closely related teams.
- Demonstrate an excellent knowledge of Bank related systems.
- Utilize communication, interpersonal and diplomacy skills to interact with colleagues and stakeholders, and to exchange potentially complex/sensitive information, while sensitive to audience diversity.
- 0-2 years relevant experience.
- 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 risk types, policies and control measures and processes.
- Comply with applicable laws, rules, and regulations, and adhering to Policies.
Bachelor's/University degree or equivalent experience.
LanguageEnglish Level Intermediate.
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