Loan Documentation and Processing Intermediate Associate Analyst at Citi

Irving, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Mar, 26

Salary

0.0

Posted On

13 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Communication Skills, Diplomacy Skills, Loan Documentation, Loan Processing, Problem Solving, Data Interpretation, Report Preparation, Project Implementation, Process Improvement, Risk Management, Policy Formulation, Audit Compliance, Customer Interaction, Team Collaboration, Training, Industry Standards

Industry

Financial Services

Description

Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. 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. Integrates a solid understanding of industry and business standards and practices of loan documentation processes Deals with most loan-related problems independently and has some latitude to resolve complex issues, where expertise is required to interpret against policies, guidelines, or processes Applies judgment when interpreting data, preparing reports, and presents findings to management Make resolution recommendations based on identified trends and facts Designs and analyzes 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 and process improvement 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, to adhere to audit and control policies. Serves 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. Applies a solid understanding of how the team and area integrate with others in accomplishing the objectives of the sub-unit Provides informal guidance and/or on-the-job-training to new team members Works closely with own team and internal stakeholders in order to meet client needs Has direct interaction with external customers to disseminate or explain information Individuals who are emerging as an expert in a specific skill set, business area or product, but who remain focused primarily on daily execution 2 - 5 years relevant experience Basic 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 Able to identify, mitigate, manage, resolve, and escalate risks and issues Reasonable 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 or equivalent experience ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 19, 2025 ------------------------------------------------------

Responsibilities

The role involves preparing and reviewing loan documentation while managing the loan process independently. It also includes analyzing complex reports and providing recommendations for process improvements.