Loan Documentation Intermediate Associate, Citi

Citi

Location:
United States, New Castle

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The Loan Documentation Intermediate Associate is a developing professional role responsible for managing and reviewing loan documentation, ensuring compliance, resolving loan-related issues, and supporting process improvements while collaborating with internal and external stakeholders. The role involves analyzing data, preparing reports, and providing guidance to new team members.

Job Responsibility:

Manage preparing and reviewing loan documentation while providing support to a variety of tasks related to the loan process
Independently process and close loans within a complex loan operations environment
Integrates a solid understanding of industry and business standards and practices of loan documentation processes
Deal with most loan-related problems independently and resolve complex issues, where expertise is required to interpret against policies, guidelines, or processes
Apply judgment when interpreting data, preparing reports, and presenting findings to management
Make resolution recommendations based on identified trends and facts
Design and analyze complex reports often related to loan documentation processes to satisfy management requirements and support/control activities
Participate in and support the implementation of projects and process improvement initiatives
Interpret data and make recommendations for the launch of new products/services and upgraded platforms related to loan documentation/processing
Demonstrate understanding of loan documentation processes to identify policy gaps and streamline work processes
Minimize risk to the bank through a solid understanding of procedural requirements - providing solutions to reduce errors and comply with audit policies
Act as a checker for systematic transactions
Timely escalate and resolve inquiries and issues related to loan documentation
Provide informal guidance and on-the-job-training to new team members
Work closely with own team and internal stakeholders to meet client needs
Have direct interaction with external customers to disseminate or explain information

Requirements:

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

What we offer:

Medical, dental, and vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages including vacation, sick leave, and paid holidays

Additional Information:

Job Posted:
November 25, 2025

Expiration:
December 06, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Loan Documentation Intermediate Associate

Citi

Location:United States, New Castle

Category:Finance

Contract Type:Not provided