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Loan Reconciliation and Reporting Analyst

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:

48840.00 - 68160.00 USD / Year

Job Description:

The Loan Reconciliation and Reporting Analyst is a developing professional role. The analyst is expected to apply specialty knowledge and abide by policies and procedures to perform high-impact loan remediation activities. Activities will have a limited but direct impact on the business through the quality of the tasks/services provided. The analyst is expected to have a basic understanding of industry practices and disciplinary knowledge of the loans booking and servicing processes and to further develop such knowledge through experiential and structured experiences.

Job Responsibility:

  • Review loan documentation while providing support to a variety of tasks related to the loan process
  • Independently reconcile and resolve priority remediation activities (e.g., cash breaks)
  • Identify root cause for remediation priorities
  • Understand the front-to-back processing of a loan for different loan business
  • Perform possible interactions with other counterparties around positions and outstanding balances/claims
  • Support an expansive and/or diverse array of products (risk and control) services
  • Follow established procedures to identify and resolve problems related to loan documentation/processing activities that require investigation or research
  • Make recommendations to management to support process improvement
  • Resolve problems by identifying and selecting solutions through the application of acquired technical experience
  • Make evaluative judgments based on the analysis of factual information and provide assistance in the implementation of loan documentation process improvements
  • Minimize risk to the bank through increased knowledge of procedural requirements - understand and monitor errors to suggest solutions to reduce errors and adhere to audit and control policies
  • Timely management and escalation of all requests and issues related to loan processing
  • Demonstrate an intermediate level of understanding of products and processes and of how duties relate/integrate with others in the team and closely related teams
  • Demonstrate an excellent knowledge of Bank related systems
  • Utilize communication, diplomacy and interpersonal skills to interact with colleagues and stakeholders, and to exchange potentially complex/sensitive information, while sensitive to audience diversity
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Requirements:

  • 0-2 years of experience
  • Basic knowledge of Business Processes, Systems and Tools used in the Loan Process
  • Advanced Excel, word and powerPoint skills
  • Good communication and teamwork skills
  • 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
  • Bachelor's/University degree
What we offer:
  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages including vacation, sick leave, and paid holidays
  • discretionary and formulaic incentive and retention awards

Additional Information:

Job Posted:
September 06, 2025

Expiration:
September 12, 2025

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