Intermediate Document Support Analyst

Citi; Tampa (FL); On-site; USD 51,000 - 71,000; Full time

Job summary

Citi is seeking an Intm Doc Support Analyst in Tampa, FL. This role integrates in-depth knowledge of loan documentation with data analysis to improve processes and support management decisions.

You will interpret data, prepare reports, and help implement new loan-related platforms, while ensuring policy adherence and risk controls. The position requires 2–5 years of relevant experience and a Bachelor’s degree.

Qualifications

• 2-5 years relevant experience.
• Bachelor’s/University degree or equivalent experience.

Responsibilities

• Integrates knowledge of loan documentation standards and data analysis to support process improvement.
• Resolve complex loan-related problems with some independence.
• Analyze data and prepare reports for management to identify trends and inform decisions.
• Support project initiatives and assist with implementing new products or platforms related to loan processing.
• Provide guidance and on-the-job training to new team members.

Education

Bachelor’s/University degree or equivalent experience

Job description

The Intm Doc Support Analyst is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Responsibilities

• Integrates a solid understanding of industry and business standards and practices of loan documentation processes. Applies professional judgment, analytical thinking and knowledge of data analysis tools and methodologies to make recommendations to senior management to support process improvement.
• Deals with most loan related problems independently and has some latitude to resolve complex issues.
• Day-to-day focus is on resolution of complex loan issues, where expertise is required to interpret against policies, guidelines or processes.
• Applies judgment when interpreting data, preparing reports, and presents findings to management. Makes resolution recommendations based on identified trends and facts.
• Designs and analyzes complex reports often related, but not limited to loan documentation processes to satisfy management requirements and support/control activities.
• Participates in, and supports the implementation of, projects as assigned, applies project management skills to support initiatives.
• Interprets data and makes recommendations for the launch of new products/ services and upgraded platforms that loan documentation/processing functions.
• Demonstrates an understanding of the loan documentation processes to identify policy gaps and formulate policies to support the streamlining of related work processes.
• Minimizes risk to the bank through a solid understanding of procedural requirements - provides solutions to reduce errors, and to adhere to audit and control policies.
• Timely management, escalation and resolution of all requests / inquiries / issues / errors related to loan documentation.
• Applies a solid understanding of how the team and area integrate with others in accomplishing the goals of the sub-unit, and the wider Operations group .
• Provides informal guidance and/or on-the-job-training to new team members.
• Utilizes advanced communication, interpersonal and diplomacy skills to interact with colleagues, management and internal/external clients, in order to exchange potentially complex/sensitive information in a concise and logical way, while being sensitive to audience diversity.
• Has direct interaction with external customers to disseminate or explain information.
• 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

• 2-5 years relevant experience

Education

• Bachelor’s/University degree or equivalent experience

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

Job Family Group

Operations - Core

Job Family

Document Support

Time Type

Full time

Primary Location

Tampa Florida United States

Primary Location Full Time Salary Range

$51,100.00 - $71,300.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date

Sep 21, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.