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The Loan Doc & Proc Team Coord is a seasoned professional role that involves managing loan documentation processes, leading and guiding teams, and minimizing risks while ensuring compliance with applicable laws and regulations. The role offers opportunities to influence decision-making, support initiatives, and interact with external customers. Citi provides competitive benefits to eligible employees.
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
Integrate a solid understanding of industry, business standards and practices of loan documentation processes
Apply professional judgment, analytical thinking and knowledge of data analysis tools and methodologies to make recommendations to senior management to support process improvement
Lead and provide guidance to a small team
Resolve loan-related problems independently with latitude to resolve complex issues
Apply judgment when interpreting data, preparing reports, and presenting findings to management
Design and analyze complex reports
Participate in and support the implementation of projects, applying project management skills to support initiatives
Identify policy gaps and formulate policies to support the streamlining of work processes
Minimize risk to the bank through understanding of procedural requirements
Manage, escalate, and resolve requests, inquiries, issues, and errors related to loan documentation
Provide informal guidance and/or on-the-job training to new team members
Interact directly with external customers to disseminate or explain information
Requirements:
5-8 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
What we offer:
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
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