Senior Leader, Loan Documentation & Processing

Citigroup Inc.; Tampa (FL); On-site; USD 93,000 - 140,000; Full time

Job summary

Citigroup Inc. in Tampa, FL is seeking a Loan Doc & Proc Sr Mgr to manage preparing and reviewing loan documentation and to lead the loan processing team in a complex operations environment.

Responsibilities include driving projects, ensuring quality and timely delivery, and partnering with internal clients and external corporate clients. Requires 6–10 years of experience and a Bachelor’s degree, with a Master’s preferred; Loan IQ is a plus.

Qualifications

• 6-10 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 upscale risks and issues
• Awareness of risk types, policies and control measures and processes
• Comply with applicable laws, rules, and regulations, and adhering to Policies

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 expert to lead the team to drive and implement business initiatives, client solutions, and/or projects.
• Develops and exercises business plans, policies and procedures, and demonstrates an ability to lead projects, offer innovative solutions and cost saving opportunities
• Stays abreast of developments within the loan documentation/processing function and considers the impact to the business
• Has responsibility for volume, quality, timeliness and delivery of complex deliverables often related, but not limited to loan documentation processes for the team
• 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
• Conducts discovery and due diligence activities with clients to meet their needs
• Assumes informal/formal leadership role within the team, is involved in the coaching and training of new recruits, and 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
• 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.

Skills

Loan documentation

Loan processing

Team leadership

Budgeting

Risk management

Education

Bachelor’s/University degree

Master’s degree preferred

Job description

Citigroup Inc. in Tampa, FL is seeking a Loan Doc & Proc Sr Mgr to manage preparing and reviewing loan documentation and to lead the loan processing team in a complex operations environment.

Responsibilities include driving projects, ensuring quality and timely delivery, and partnering with internal clients and external corporate clients. Requires 6–10 years of experience and a Bachelor’s degree, with a Master’s preferred; Loan IQ is a plus.