Loan Doc & Proc Team Coord

Citi; New Castle (DE); On-site; USD 78,080 - 117,120; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off packages

Job summary

A leading global financial services provider is seeking a Loan Doc & Proc Team Coord to manage loan documentation processes and lead a small team. This role requires strong analytical skills and the ability to independently resolve complex loan-related issues. Ideal candidates will have 5-8 years of experience in related processes, along with a Bachelor’s degree. A competitive full-time salary range of $78,080.00 - $117,120.00 is offered, alongside comprehensive benefits.

Qualifications

• 5-8 years of experience in loan documentation and processing.
• Ability to manage, prepare, and review loan documentation.
• Understanding of risk types, policies, and control measures.

Responsibilities

• Manage preparing and reviewing loan documentation.
• Process and close loans independently.
• Provide guidance to team members.

Skills

Business Processes Knowledge

Loan Processes Understanding

Risk Management

Education

Bachelor’s/University degree

Job description

Join to apply for the Loan Doc & Proc Team Coord role at Citi

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

Overview

The Loan Doc & Proc Team Coord is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.

Individual must be accountable, ethical, results oriented, trustworthy and credible.

Education and experience guidelines noted below are typical for this role; other internal factors are considered in making decisions about job responsibilities.

Responsibilities

• This role will manage preparing and reviewing loan documentation while providing support to a variety of tasks related to the loan process.
• Independently processing and closing loans within a complex loan operations environment.
• Integrates a solid understanding of industry, 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.
• Ability to lead and provide guidance to a small team.
• Deals with most loan related problems independently and has some latitude to resolve complex issues.
• Applies judgment when interpreting data, preparing reports, and presents findings to management with recommendations based on identified trends and facts.
• Designs and analyses complex reports often related 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 objectives of the sub-unit, and the wider Operations group.
• Provides informal guidance and/or on-the-job-training to new team members.
• 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 behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications

• 5-8 years of experience
• Reasonable knowledge of Business Processes, Systems and Tools used in the Loan Process
• Demonstrate understanding of Loan Processes, Procedures, Products and Services
• General awareness of managing, preparing, and reviewing loan documentation
• Adequate ability 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

Education

• Bachelor’s/University degree or equivalent experience

Job Details

• Job Family Group: Operations - Transaction Services
• Job Family: Loan Documentation and Processing
• Time Type: Full time
• Primary Location: New Castle, Delaware, United States
• Primary Location Full Time Salary Range: $78,080.00 - $117,120.00

In addition to salary, Citi’s offerings may also include 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, unplanned time off, 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.

EEO statements: Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to 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.

Anticipated Posting Close Date: Sep 25, 2025

Note: This posting reflects typical responsibilities and qualifications; actual duties may vary. This description does not constitute a contract of employment and may be amended at Citi's discretion.

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Seniorities, postings and other job-related details may vary by region. This job description is provided for informational purposes and is not intended to create a contract of employment.