Senior Analyst managing complex financial accounts at Truist. Ensuring operational excellence while coordinating cash processing and account management duties.
About the role
- Syndicated Loan Servicing Analyst managing loan documentation processes in a hybrid role at Citi. Handling complex loan-related issues and supporting various operational tasks with a focus on risk management.
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 loans' operation environment
- deal with most loan-related problems independently and resolve complex issues
- interpret data, prepare reports, and present findings to management
- design and analyze complex reports often related to loan documentation processes
- participate in and support the implementation of projects and process improvement initiatives
- demonstrate an understanding of the loan documentation processes to identify policy gaps
- minimize risk to the bank through a solid understanding of procedural requirements
- serve as a checker for systematic transactions as a last line of defense
- timely escalation and resolution of all inquiries and issues related to loan documentation
- provide informal guidance and/or on-the-job-training to new team members
- work closely with internal stakeholders to meet client needs
- assess risk when business decisions are made
Requirements
- 1-2 years relevant experience
- Can work well under pressure and multi-task with a sense of urgency
- Proactive to escalate issues and drive change on process
- Deliver results and able to meet tight deadlines
- Ability to collaborate with team members within and outside of own team
- Loan IQ expertise
Benefits
- medical, dental & vision coverage
- 401(k)
- life, accident, and disability insurance
- wellness programs
- paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
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