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Wealth Credit Services Analyst

Poland, Warsaw · Job Posted March 13, 2026
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Job Description

The Wealth Credit Services (WCS) team is an integral part of Wealth Credit Management (WCM) which is dedicated to providing integrated, end-to-end credit underwriting, transaction, and portfolio management. WCM partner closely with all origination businesses within Citi's Private Bank and Wealth Management. We are seeking a highly motivated professional to join our Wealth Credit Services team. WCS provide primary support to the Wealth Underwriting team, contributing significantly to deal closing activities, loan management, credit approval control, and credit activities that support underwriting execution.

Job Responsibility

  • Manage pre-closing documentation and activities for efficient and compliant transaction execution
  • Maintain accurate credit system updates for new lines, renewals, and amendments
  • perform data validation and reconciliations
  • Conduct reviews of loan and credit documentation to ensure strict compliance with credit approvals, regulatory requirements, and accuracy of critical data for reporting purposes
  • Track, monitor, and test financial and non-financial covenants to ensure ongoing adherence and mitigate risk
  • Ensure all collateral-driven requirements are met and executed
  • Monitor credit insurances, ensuring adequate coverage and continuous compliance
  • Follow control procedures
  • flag potential issues early and support remediation activities
  • Identify inefficiencies in daily work and propose ideas for improvements
  • Contribute to projects and initiatives by executing assigned project tasks

Requirements

  • Minimum of 2 years of relevant experience in a large financial institution, preferably within credit, lending, or risk management functions
  • Bachelor's degree in Finance, Business Administration, Economics, or a related field
  • Intermediate Excel skills (lookups, pivots) and working knowledge of PowerPoint
  • Fluent in written and verbal English
  • Basic knowledge in one of the following fields: credit lending, legal/credit documentation, operations, data quality within a financial institution
  • Ability to manage and monitor credit and transactional data, ensuring accuracy and compliance
  • Clear written and verbal communication
  • High attention to detail and accuracy in all tasks, especially in documentation and data handling
  • Problem-solving and analytical capabilities
  • Handle routine internal partner requests and escalate non-routine queries
  • Adaptability and resilience to thrive in a dynamic, fast-paced environment where priorities can frequently shift

Nice to have

Credit risk knowledge is an advantage

What we offer

  • Employer paid Defined Contribution Pension Plan contribution of 6% of employee’s pensionable earnings (PPE Program)
  • Employer paid Private Medical Care Package for employees and Private Medical Care Packages for certain family members available at preferential rates
  • Employer paid Life Insurance Program for employees and Life Insurance for certain family members available at preferential rates
  • Employee Assistance Program financed by Employer
  • Paid Parental Leave Program (maternity and paternity leave
  • statutory and 2 weeks additional paid paternity leave)
  • Sport Card for employees subsidised via Social Benefits Fund and Sport Cards for certain family members available at preferential rates
  • Additional benefits from Company’s Social Benefit Fund, in particular: Holidays Allowance, support for sport and cultural activities, team building events
  • Additional day off for volunteering
  • Cafeteria/ flex benefit – a company benefits system which enables employees to select and purchase benefits offered by a provider and available for employees on the platform
  • Opportunity to receive an annual discretionary incentive award
  • Special offers and discounts for employees

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