Banking Support Analyst

Citi; Pune District; On-site; INR 550,000 - 850,000; Full time

Job summary

Citi in Pune, India is seeking an Ops Support Analyst I to provide day-to-day operations support, accounting for records, client reporting, and coordination with core operations teams. The role involves close collaboration with relationship managers, project managers, custodians, and clients.

Responsibilities include analyzing client reports, coordinating regulatory deliverables, and leading training and process improvement efforts.

Qualifications

• Bachelor’s degree or University degree.
• Experience in mortgage operations and loan processing is preferred.
• Strong written and verbal communication skills.

Responsibilities

• Perform business analysis and documentation of current and future state of client reports and advisories.
• Provide regular status updates and create presentations for steering committee updates.
• Coordinate with Legal & Compliance to obtain sign-off on regulatory requirements.
• Act as liaison between business stakeholders and technology; advise on options, risks, costs and timelines.
• Draft training sessions, demos and write UAT scripts and business scenarios.
• Manage project plans and follow-ups across departments as project manager.
• Handle multiple projects in parallel delivering regulatory client deliverables (statements, reports, letters).
• Demonstrate risk awareness and ensure compliance with laws, rules and Citi policies.

Skills

Mortgage operations

Loan processing

Transaction services

Payment services

Microsoft Office

Client reporting knowledge

Organizational skills

Problem-solving

Written & verbal communication

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

• Previous relevant experience preferred.

The Ops Sup Analyst 1 is an position responsible for providing operations support services, including but not limited to record/documentation maintenance, storage & retrieval of records, account maintenance, imaging and the opening of accounts in coordination with the Operations - Core Team. Additionally, the Ops Sup Analyst 1 serves as the liaison between operations staff, relationship managers, project managers, custodians and clients. The overall objective of this role is to provide day-to-day operations support in alignment with Citi operations support infrastructure and processes.

Responsibilities

• Perform business analysis and documentation of the current and future state of Client Reports and Advices (client communication letters, notices, and confirms)
• Provide regular status updates for all project participants and create presentations for steering committee updates
• Work with various Legal & Compliance teams to obtain sign-off on all regulatory business requirements
• Serve as primary liaison between the key business stakeholder and technology, including recommending business priorities by advising stakeholders on options, risks, costs, prioritizations, and delivery timelines
• Recommend business priorities by advising stakeholders on options, risks, costs, prioritizations, and delivery timelines
• Create and facilitate training sessions, webcast demos and write User Acceptance Test scripts and business scenarios against specified requirements
• Create, manage and maintain project plans and act as the project manager for all follow ups across various departments
• Work on multiple projects in parallel focusing on continued delivery of regulatory client deliverables, such as legal statements/performance reporting/advices/letters/notices
• Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
• 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.

Qualifications

• Previous relevant experience preferred.
• Strong experience in Mortgage operations, Loan Processing, Transaction services, Payment services, etc.
• Proficient in Microsoft Office
• General knowledge of client reporting across the industry and our competitors
• Proven organization and time management skills
• Demonstrated problem-solving and decision-making skills
• Consistently demonstrates clear and concise written and verbal communication skills
• Comfortable to work in late-night shift schedule, which is expected to start around 11:30 PM or 12:30 AM. (Rotational Shifts)

Education

Bachelor’s degree/University degree

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Job Family Group

Operations - Core

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Job Family

Operations Support

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Time Type

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

Loan Operations, Mortgage Operations, Mortgage Process, Payment Services, Transaction Services.

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