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Loan Documentation Team Coordinator

https://www.citi.com/ Logo

Citi

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Location:
United States, New Castle

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided

Job Description:

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

Additional Information:

Job Posted:
November 12, 2025

Expiration:
November 25, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:
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