Vice President Loan Documentation and Processing Lead Analyst

Citigroup Inc.; Irving (TX); On-site; USD 103,200 - 154,800; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off

Job summary

Citigroup Inc. in Irving, TX is seeking a Loan Doc & Proc Lead Analyst to manage loan documentation and processing activities within a complex operations environment.

You will play a key role in processing and closing loans, overseeing daily performance, and driving improvements across the documentation function. The role emphasizes leadership, risk management, and collaboration with internal clients and external corporate clients, with a strong focus on accuracy and timely delivery.

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 escalating 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 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.
• 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.
• 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, 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 behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Education

Bachelor’s/University degree

Master’s degree preferred

Job description

The Loan Doc & Proc 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 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. Individual must be accountable, ethical, results oriented, trustworthy and credible. This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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.
• 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.
• 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.
• 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, 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 behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

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 escalating 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, Master’s degree preferred

Job Family Group

Operations - Transaction Services

Job Family

Loan Documentation and Processing

Time Type

Full time

Primary Location

Irving Texas United States

Primary Location Full Time Salary Range

$103,200.00 - $154,800.00

Benefits

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.

Anticipated Posting Close Date

Jul 21, 2026

EEO Statement

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.

Accessibility and Rights

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.

Further Resources

View Citi’s EEO Policy Statement and the Know Your Rights poster.