Servicing Reporting Analyst - AVP

Citibank (Switzerland) AG; Bengaluru; On-site; Confidential; Full time

Job summary

Citi in Bengaluru seeks an Analyst to support lending lifecycle reporting and metric analytics across loan closing, servicing, onboarding, data management and quality control. You'll partner with Wholesale Lending Ops, lines of business, risk, operations and legal to define end-to-end metrics, implement controls, and drive data quality and regulatory compliance.

Experience with Loan IQ and transaction capture tools, plus strong Excel skills, will help you build scalable dashboards and support

Qualifications

• 5–8 years of experience in wholesale lending operations.
• Excellent communication, organizational and interpersonal skills.
• Able to work under tight deadlines and manage priorities.
• Strong Excel skills; familiarity with Tableau.
• Experience with Loan IQ and transaction capture tools.
• Attention to detail and analytical problem-solving.
• Ability to collaborate with multiple stakeholders across functions.

Responsibilities

• Support reporting metrics for Wholesale Lending Ops across loans (syndicated and bilateral).
• Define and implement operational metrics with risk and control reviews for end-to-end transparency.
• Assist with processes, standards, procedures, controls, training, and tool implementation.
• Aid in design and rollout of technology, including testing.
• Provide training and support to management and business constituents.
• Partner with originating and coverage lines, credit risk, operations, legal, etc.

Skills

Communication

Organizational skills

Interpersonal skills

Attention to detail

Analytical thinking

Client relationships

Education

Bachelor's degree

Tools

Loan IQ

Tableau

Excel

Transaction capture tools

Job description

Analyst will be responsible for supporting multiple aspects of the lending lifecycle reporting and metric analytics including but not limited to loan closing and servicing, facilitating complex client onboarding, data management, and quality control. The team will be accountable and responsible for operational reporting for servicing.

Responsibilities

• Contribute to the build and development team's reporting metrics for Wholesale Lending Ops which includes large complex syndicated and bilateral loans covering but not limited to corporate, commercial, real estate, structured lending and trade.
• Work with lines of business, transaction management, and loan operations to define and implement operational metrics and risk and control reviews to ensure all stakeholders have end to end transparency.
• Assist with the creation of processes, standards, procedures, controls, training, and implementation of critical metrics.
• Aid in the design and implementation of technology including testing and rollout.
• Provide training and support to management staff and business constituents.
• Partner with each of the originating and coverage business lines, credit risk, operations, legal, etc.
• Ensure that quality of data, controls and processes performed meet internal policies and regulatory requirements/expectations.
• Constantly improve processes, controls and efficiencies within the group and front to back across loan lifecycle.
• Participate in projects to enhance performance and efficiency.
• 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

• 5-8 years of experience
• Individual must have excellent communication, organizational and interpersonal skills.
• Individual must work well under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow up.
• Candidate has quantitative skills with a high proficiency with Excel and other Microsoft based programs. Tableau or visualization tool familiarity Experience with Loan IQ, transaction capture tools, etc.
• Keen attention to detail
• Developed analytical and problem-solving abilities
• Client relationship and solution skills

Additional non-core qualifications which will be considered are

• Experience within a large global team supporting wholesale lending at large financial Institution
• Knowledge of wholesale loan (syndicated / bilateral) product and business, including an understanding of legal loan documentation, loan / funding mechanics, deal structure, funds flows, etc.
• Experience working with clients under time constraints to facilitate a transaction or process.
• Proven ability to collaborate with team members, Senior management and other business constituents
• Critical decision-making capabilities including the ability to identify, elevate, and propose solutions to problems
• Ability to prioritize through the practice of strong organizational and time management skills with experience in continuously following-up with various stakeholders
• Understanding and awareness of appropriate corporate and regulatory policies in relation to Lending
• Deep understanding of operational processes supporting Wholesale lending
• Focus on achieving/exceeding key operating standards within a KPI/metrics driven culture
• Ability to work in an environment where priorities are frequently changing

Education

Bachelors/University degree or equivalent experience.

Job Family Group: Operations - Transaction Services

Job Family: Transaction Capture Services

Time Type: Full time

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