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Citi

Loan Documentation and Processing Associate

Citi

Loan Documentation Associate Analyst at Citi managing and reviewing loan documentation in a hybrid work environment. Responsible for facilitating various tasks within the loan process for effective operations.

Posted 5/28/2026full-timeNew Castle • Texas • 🇺🇸 United StatesJuniorMid-Level💰 $48,840 - $68,160 per yearWebsite

About the role

Key responsibilities & impact
  • manage preparing and reviewing loan documentation
  • providing support to a variety of tasks related to the loan process
  • independently processing and closing loans within a complex loan operations environment
  • providing day-to-day loan transactional processing
  • booking cash transactions and making payments
  • performing loan reconciliations and input of general ledger entries
  • resolving problems by identifying and selecting solutions through the application of acquired technical experience
  • designing and analyzing moderately complex loan documentation reports to satisfy management requirements
  • minimizing risk to the bank through increased knowledge of procedural requirements

Requirements

What you’ll need
  • 0-2 years of 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
  • Awareness of risk types, policies and control measures and processes
  • Comply with applicable laws, rules, and regulations, and adhering to Policies

Benefits

Comp & perks
  • 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

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools
loan documentationloan processingloan reconciliationgeneral ledger entriescash transactionstransactional processingrisk managementproblem resolutionreport analysisbusiness processes
Soft Skills
independenceattention to detailanalytical thinkingcommunicationproblem-solvingorganizational skillsdecision-makingtime managementadaptabilitycollaboration