Citi

Senior Loan Documentation and Processing Manager, VP

Citi

full-time

Posted on:

Location Type: Hybrid

Location: New Castle • Texas • United States

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Salary

💰 $103,200 - $154,800 per year

Job Level

Senior

About the role

  • 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
  • Subject matter expert to lead the team to drive and implement business initiatives, client solutions, and/or projects
  • 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 for the team
  • 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
  • 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
  • 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 and provides guidance and support to junior staff
  • Builds effective relationships with colleagues, management, internal/external clients and stakeholders
  • Persuades/influences/negotiates with others through collaborative communication skills
  • Appropriately assess risk when business decisions are made, safeguarding Citigroup, its clients and assets

Requirements

  • 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 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
  • Bachelor’s/University degree, Master’s degree preferred
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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
loan documentationloan processingbusiness planspolicies and proceduresanalytical skillsKPI developmentSLA trackingrisk managementdue diligenceprocess improvement
Soft Skills
leadershipcollaborative communicationrelationship buildingpersuasioninfluencenegotiationproblem-solvingteam supportclient supportservice quality assessment
Certifications
Bachelor’s degreeMaster’s degree