Trade Support Intermediate Analyst at Citi

Tampa, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

08 Apr, 26

Salary

0.0

Posted On

08 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Trade Support, Client Onboarding, Corporate Actions, Quality Control, Reporting, Problem Solving, Loan Processes, Data Interpretation, Excel, LoanIQ, Communication, Organizational Skills, Interpersonal Skills, Risk Management, Process Improvement, Project Implementation, Multitasking

Industry

Financial Services

Description

Responsibilities include coordinating across various internal teams to ensure the prompt and accurate application of commitment reductions and other lifecycle events, processing corporate actions in a timely and accurate manner, facilitating client onboarding, managing trade allocations, and maintaining high standards of quality control and reporting. Individual must perform under pressure, multitask, and deliver results under tight deadlines. Individual will assist the team troubleshoot issues in LIQ, AMC, LoansQT. Individual will be trained to back up several trade support functions such as onboarding, allocations, and corporate actions as business needs change. 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 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 trades. Applies a solid understanding of how the team and area integrate with others in accomplishing the objectives of the sub-unit 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 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 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 Candidate has quantitative skills with a high proficiency with Excel and other Microsoft based programs. Experience with LoanIQ is highly desired Individual must display intellectual curiosity and willingness to constantly learn and take on new projects as required. Individual must have excellent communication, organizational and interpersonal skills. Bachelor's/University degree or equivalent experience ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jan 14, 2026 ------------------------------------------------------

Responsibilities

The role involves coordinating with internal teams to manage trade allocations and corporate actions while ensuring quality control. The analyst will also troubleshoot issues and assist in various trade support functions as needed.