Loan Document and Processing Team Coordinator managing loan documentation processes for Citi. Focused on applying industry standards, improving workflows, and providing team guidance in a complex operations environment.
Responsibilities
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, 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 a 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.
Requirements
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
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