Loan Documentation and Processing Lead Analyst

Citi; New York (NY); Hybrid; USD 121,000 - 155,000; Full time

Benefits offered by this job

Holiday allowance

Bonus

Private medical insurance

Employee Assistance Program

Pension Plan

Paid Parental Leave

Employee discounts

Learning resources

Job summary

Citi London is seeking a Loan Documentation and Processing Lead Analyst to manage preparing and reviewing loan documentation within a complex loan operations environment, ensuring timely and accurate delivery.

You will lead process improvements, develop plans, mentor junior staff, and collaborate with internal clients and external corporate clients, in a hybrid model with office and home days.

Qualifications

• Extensive years of relevant 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 escalade 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, Master’s degree preferred or equivalent work experience.

Responsibilities

• This role will manage preparing and reviewing loan documentation while providing support to a variety of tasks related to the loan process.
• Activities will include independently processing and closing loans within a complex loan operations environment. Subject matter experts who oversee the daily performance of the loan documentation processes to satisfactory completion of the daily operational cycle
• Develops and exercises business plans, policies and procedures, and demonstrates an ability to lead projects, offer innovative solutions and cost saving opportunities.
• Has responsibility for volume, quality, timeliness and delivery of complex deliverables often related, but not limited to loan documentation processes
• Accountable for integrity of process, operations and associated results
• Responsible for detailed analysis of loan related issues where the best course of action is not evident from the information available, but actions must be recommended/ taken
• Supports a wide range of internal clients (product, sales, client delivery, and technology) and external corporate clients
• This includes but not limited to assessing service quality and identifying areas for process improvement, service or technology enhancements
• Requires advanced analytical skills to filter, prioritize and validate potentially complex material from multiple projects, thereby defining problems and developing solutions
• Defines, develops and implements and tracks appropriate margin related KPIs and SLAs for the group
• Assumes informal/formal leadership role within the team, is involved in the coaching and training of new recruits, provides guidance and support to junior staff
• Builds effective relationships with colleagues, management, internal/external clients and stakeholders, as well as ability to influence them where necessary
• Creates, develops and maintains effective relationships with colleagues, management, internal/external clients and stakeholders, and seeks to understand their needs and provides solutions
• Persuades/influences/ negotiates with others through collaborative communication skills

Skills

Extensive experience

Loan process knowledge

Risk management awareness

Regulatory/compliance awareness

Documentation skills

Stakeholder communication

Education

Bachelor’s/University degree, Master’s preferred

Job description

Loan Documentation and Processing Lead Analyst

Job Req Id:

26991646

Location(s):

London, England, United Kingdom

Job Type:

Hybrid

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

Team/Role Overview:

The Loan Documentation and Processing Lead Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

What you'll do:

• This role will manage preparing and reviewing loan documentation while providing support to a variety of tasks related to the loan process.
• Activities will include independently processing and closing loans within a complex loan operations environment. Subject matter experts who oversee the daily performance of the loan documentation processes to satisfactory completion of the daily operational cycle
• Develops and exercises business plans, policies and procedures, and demonstrates an ability to lead projects, offer innovative solutions and cost saving opportunities.
• Has responsibility for volume, quality, timeliness and delivery of complex deliverables often related, but not limited to loan documentation processes
• Accountable for integrity of process, operations and associated results
• Responsible for detailed analysis of loan related issues where the best course of action is not evident from the information available, but actions must be recommended/ taken
• Supports a wide range of internal clients (product, sales, client delivery, and technology) and external corporate clients
• This includes but not limited to assessing service quality and identifying areas for process improvement, service or technology enhancements
• Requires advanced analytical skills to filter, prioritize and validate potentially complex material from multiple projects, thereby defining problems and developing solutions
• Defines, develops, implements and tracks appropriate margin related KPIs and SLAs for the group
• Assumes informal/formal leadership role within the team, is involved in the coaching and training of new recruits, provides guidance and support to junior staff
• Builds effective relationships with colleagues, management, internal/external clients and stakeholders, as well as ability to influence them where necessary
• Creates, develops and maintains effective relationships with colleagues, management, internal/external clients and stakeholders, and seeks to understand their needs and provides solutions
• Persuades/influences/ negotiates with others through collaborative communication skills

What we’ll need from you:

• Extensive years of relevant 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 escalade 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, Master’s degree preferred or equivalent work experience

What we offer:

By joining Citi London, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as:

• Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure
• A discretional annual performance related bonus
• Private medical insurance packages to suit your personal circumstances
• Employee Assistance Program
• Pension Plan
• Paid Parental Leave
• Special discounts for employees, family, and friends
• Access to an array of learning and development resources

Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.

Job Family Group:

Operations - Transaction Services

Job Family:

Loan Documentation and Processing

Time Type:

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

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

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