CrawlJobs Logo

Wealth Credit Services Analyst

https://www.citi.com/ Logo

Citi

Location Icon

Location:
Poland , Warsaw

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

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

Additional Information:

Job Posted:
March 13, 2026

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

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Wealth Credit Services Analyst

Mehnaty Analyst Program

Mehnaty Graduate Analyst is an Emirati Program for a duration of 12 months desig...
Location
Location
United Arab Emirates , Dubai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Have already graduated between 2022 – 2025
  • Obtained or on course to achieve a 2:1 as per UK education system or GPA 3 or equivalent and above
  • Keen interest in a career in financial services
  • Excellent interpersonal skills to deal internally and externally with clients
  • Strong analytical and Presentation skills
  • Desire to develop a deep understanding of the financial industry
  • Intellectual curiosity and proactive approach to searching for new and creative ideas
  • Articulate, strong communication, planning, and organisational skills
  • Strong desire to learn
  • Proactive
Job Responsibility
Job Responsibility
  • Showcase skills in some of the credit operational areas
  • Work within the Wealth Business that consists of Credit Cards and Security-Based Lending Underwriting, Collections, Data and Analytics
What we offer
What we offer
  • Opportunities for career growth
  • Internal mobility
  • Global work environment
  • Fulltime
Read More
Arrow Right

Sr Risk Management Analyst - Wealth Management

Voya Financial is seeking a Senior Risk Analyst for the Voya Financial Risk Mana...
Location
Location
United States , Boston
Salary
Salary:
120000.00 - 145000.00 USD / Year
voya.com Logo
Voya Financial
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Finance, Economics, Risk Management, or related field (Master’s preferred)
  • Professional certifications such as FRM (Financial Risk Manager), CFA (Chartered Financial Analyst), or PRM (Professional Risk Manager) are strongly preferred
  • 7+ years of experience in risk management within financial services, ideally in wealth management or investment advisory
  • Strong understanding of investment products (equities, fixed income, alternatives, structured products)
  • Knowledge of regulatory frameworks (SEC, FINRA, Basel III, Dodd-Frank)
  • Advanced proficiency in risk modeling, stress testing, and scenario analysis
  • Excellent communication, presentation, and stakeholder management skills
  • Proactive and practical attitude
  • Strong verbal and written communication skills
  • Curiosity about our business and industry
Job Responsibility
Job Responsibility
  • Conduct quantitative and qualitative risk assessments across portfolios, investment strategies, and client accounts
  • Monitor market, credit, liquidity, and operational risks impacting wealth management activities
  • Develop and maintain risk dashboards, metrics, and reporting tools for senior management
  • Enhance risk management frameworks, policies, and procedures tailored to wealth management services
  • Recommend improvements to risk governance structures and escalation protocols
  • Partner with advisors, and business teams to evaluate risk exposures in investment strategies
  • Provide risk insights to support decision-making in client portfolio construction and product development
  • Act as a subject matter expert on risk issues for cross-functional teams
  • Prepare detailed risk reports for senior leadership, risk committees, and board presentations
  • Communicate complex risk concepts clearly to both technical and non-technical stakeholders
What we offer
What we offer
  • Health, dental, vision and life insurance plans
  • 401(k) Savings plan with generous company matching contributions (up to 6%)
  • Voya Retirement Plan – employer paid cash balance retirement plan (4%)
  • Tuition reimbursement up to $5,250/year
  • Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day
  • Paid volunteer time — 40 hours per calendar year
  • Fulltime
Read More
Arrow Right

Credit Risk Senior Officer I

Citibank, N.A. seeks a Credit Risk Senior Officer I for its Irving, Texas locati...
Location
Location
United States , Irving
Salary
Salary:
173700.00 USD / Year
https://www.citi.com/ Logo
Citi
Expiration Date
June 08, 2026
Flip Icon
Requirements
Requirements
  • Master’s degree, or foreign equivalent, in Business Administration, Finance, Economics or related field and 8 years of experience as a Credit Portfolio Officer, Credit Risk Senior Officer, Country Risk Senior Officer, Management Reporting Senior Analyst, Equity Research Analyst, Program Head or related position involving project management. Alternatively, a Bachelor’s degree in the stated fields and 10 years of progressively responsible, post-baccalaureate experience in the stated positions. 2 years of experience must include: Credit risk assessment, monitoring and reporting for a global financial services institution
  • Various Credit Risk Models including Risk Rating models, stress loss models, and ECL (Expected Credit Loss) models including IFRS9, CECL
  • Credit risk concepts, including probability of default (PD), loss given default (LGD), and exposure at default (EAD), to enhance risk models and methodologies
  • Credit Analysis and developing Credit Risk Policies and Procedures
  • Statistical, qualitative and quantitative analytical skills including regression analysis
  • Financial Modeling, Financial Statement Forecasting, Macroeconomics
  • Technologies including Tableau
  • Enterprise Risk Management
  • Ad-hoc reporting for senior management
  • Leading risk reporting initiatives.
Job Responsibility
Job Responsibility
  • Evaluate and manage credit risk across the Wealth Wholesale portfolio, including review of internal risk ratings, classifications, portfolio limits, and exceptions
  • Conduct independent and unbiased assessments of credit risk, analyzing credit limits, exposure components, collateral details and ensuring data integrity in internal credit systems
  • Ensure that all relevant credit-related data is accurately reflected in internal credit systems
  • Support oversight of the end-to-end credit risk rating lifecycle, including Risk Rating Processes and Risk Rating Models
  • As Model Sponsor, engage with Model Developer team to develop or update internal Risk Rating Models
  • Review Ongoing Performance Assessment, Model Development Documentation, Annual Model Reviews, Limitation remediations and model changes for the Risk Rating Models
  • Manage projects for implementation of Risk Rating models in Citi's systems for use in underwriting processes
  • Develop and maintain model controls
  • Ensure adherence to internal credit risk policies and frameworks and evaluate the effectiveness of credit risk management practices
  • Evaluate the appropriateness of Corrective Action Plans resulting from Credit Reviews or Quarterly Business monitoring, and subsequent validation of the effectiveness of the corrective actions after implementation by the management
What we offer
What we offer
  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • planned time off (vacation)
  • unplanned time off (sick leave)
  • paid holidays
  • Fulltime
Read More
Arrow Right

Application Development Tech Senior Lead Analyst

The Applications Development Senior Lead Analyst is a senior level position resp...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 12+ years of relevant experience out of which 10 years in Application Development or systems analysis
  • Hands on experience in developing, implementing & supporting Enterprise level applications in Banking or Wealth management
  • Minimum 7 years of experience in building and delivering successful technology projects in financial services or Banking industry
  • Extensive experience system analysis and in engineering of platforms used for Client onboarding, KYC, credit underwriting etc in Banking/Wealth management domain
  • Experience in developing enterprise grade applications using Spring boot Microservices, Rest APIs etc
  • Experience in managing technology teams located globally
  • Working knowledge of banking practices, laws and standards
  • In depth understanding of Wealth management, Retail Banking, investment products, process & back-office operations
  • Consistently demonstrates clear and concise written and verbal communication
  • Bachelor’s degree/University degree or equivalent experience
Job Responsibility
Job Responsibility
  • Integrate in-depth knowledge of applications development with overall technology function to achieve established goals of Wealth Ops Technology team
  • Utilize in-depth knowledge of concepts and procedures of Citi around Wealth management and retail bank
  • Provide strategic influence and exercise control over resources, budget management and planning while monitoring end results
  • Ensure essential procedures are followed and contribute to defining standards
  • Provide evaluative judgement based on analysis of facts in complicated, unique, and dynamic situations including drawing from internal and external sources
  • Influence and negotiate with senior leaders across functions, as well as communicate with external parties as necessary
  • 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards
  • Fulltime
Read More
Arrow Right
New

Accounting & Debtors Control Officer - Local Government

Are you a detail-oriented finance professional looking to make an impact within ...
Location
Location
Australia , Adelaide
Salary
Salary:
43.00 - 50.00 AUD / Hour
https://www.randstad.com Logo
Randstad
Expiration Date
May 29, 2026
Flip Icon
Requirements
Requirements
  • Sound knowledge of the Accounts Receivable function and basic accounting principles
  • Experience in the maintenance of a debtors subsidiary ledger and performing bank reconciliations
  • Familiarity with local government financial software (e.g., TechnologyOne, Civica Authority, or similar ERP systems) is highly regarded
  • Proficiency in the receipting and banking of monies, with knowledge of reconciliation procedures
  • Advanced computing skills, specifically with Microsoft Excel and Word
  • Strong communication and conflict resolution skills to liaise effectively with council departments, residents, and external stakeholders
  • National Police Clearance
Job Responsibility
Job Responsibility
  • Debtors Management: Prepare invoices, manage the sundry debtors ledger, and ensure the timely receipting of payments
  • Debt Recovery: Develop and maintain efficient debt collection processes, including following up on outstanding debts and implementing legal action when necessary
  • Council-Specific Billing: Assist in the administration and collection of council rates, permits, and infringement fees, ensuring compliance with local government regulations and legislation
  • Reconciliations: Perform daily and monthly bank reconciliations, as well as reconciliations of the debtors subsidiary ledger and specific general ledger accounts
  • Financial Support: Undertake receipting interface activities, prepare journal entries, and assist with monthly direct debit files
  • Customer Service: Act as a primary point of contact for ratepayers and local business owners, resolving enquiries and disputes regarding accounts with professionalism and empathy
  • Fulltime
Read More
Arrow Right
New

Science Teacher

Pink Tile Education is supporting a welcoming secondary school in Littlehampton ...
Location
Location
United Kingdom , Littlehampton
Salary
Salary:
Not provided
pinktile.co.uk Logo
Pink Tile Education Ltd
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Qualified Teacher Status (QTS) or equivalent teaching qualification
  • Experience teaching Science at KS3 and KS4
  • Strong subject knowledge across the Science curriculum
  • Excellent classroom management and communication skills
  • A commitment to supporting student achievement and wellbeing
  • Ability to work collaboratively as part of a team
  • Must hold an enhanced DBS on the Update Service or be willing to obtain one
Job Responsibility
Job Responsibility
  • Plan and deliver high-quality Science lessons across KS3 and KS4 in line with the national curriculum
  • Create engaging and differentiated lesson plans that meet the needs of all learners
  • Assess, monitor, and track student progress, providing constructive feedback to support development
  • Prepare students effectively for GCSE examinations through structured teaching and revision strategies
  • Maintain a positive and inclusive classroom environment that promotes student engagement and behaviour for learning
  • Work collaboratively with the Science department to plan schemes of work and share best practice
  • Adapt teaching approaches to support students with varying abilities, including those with additional learning needs
  • Participate in departmental meetings, staff meetings, and professional development activities
  • Communicate effectively with colleagues, parents, and carers regarding student progress and wellbeing
  • Uphold school policies and safeguarding procedures at all times
  • Parttime
Read More
Arrow Right
New

Project Manager, R&D

This is where new knowledge is discovered. Baxter’s Research and Development tea...
Location
Location
United States , Batesville
Salary
Salary:
Not provided
https://www.baxter.com/ Logo
Baxter
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A Bachelor’s degree or equivalent experience is required
  • 10+ years of prior product lifecycle experience, including 5 years of project management experience with proven success directing multi-site projects in the medical products industry
  • An R&D Engineering background is beneficial, though candidates with a non-technical background, including Software/Computer Science, may also be considered
  • Strong leadership and communication skills, with the ability to communicate effectively at all levels, manage challenging conversations, and perform under pressure
  • Certification in Project Management methodologies, such as PMP or Scaled Agile Framework (SAFe)
  • Outstanding organizational and technical project management skills are essential, including leading a team from concept through execution, identifying scope, schedule, budget, and leading the team to success
Job Responsibility
Job Responsibility
  • Accountable for core team performance, project schedule and execution, budget commitments, and spend
  • Lead the team in defining project strategies, developing goals, and ensuring project scope is strictly defined and controlled
  • Continuously interact with all functions and levels of management to ensure effective ongoing communications across teams and collaborators
  • Ensure identification and communication of project risks, formulate risk plans, and direct the core team in the proactive management of risk response strategies
  • Anticipate potential conflict situations for proactive solutions and manage conflict situations to reach mutually beneficial results
  • Direct the core team to recognize and carry out continuous progress initiatives
What we offer
What we offer
  • Support for Parents
  • Continuing Education/ Professional Development
  • Employee Heath & Well-Being Benefits
  • Paid Time Off
  • 2 Days a Year to Volunteer
  • medical and dental coverage that start on day one
  • insurance coverage for basic life, accident, short-term and long-term disability, and business travel accident insurance
  • Employee Stock Purchase Plan (ESPP)
  • 401(k) Retirement Savings Plan (RSP)
  • Flexible Spending Accounts
  • Fulltime
Read More
Arrow Right
New

Senior Corporate Accountant

Randstad Senior Finance are excited to partner with a leading Australian-owned c...
Location
Location
Australia , Hawthorn
Salary
Salary:
60.00 - 70.00 AUD / Hour
https://www.randstad.com Logo
Randstad
Expiration Date
May 29, 2026
Flip Icon
Requirements
Requirements
  • CA or CPA qualified
  • Proven experience in group consolidations within a complex corporate environment
  • Demonstrated success in preparing full-suite statutory financial statements
  • Advanced proficiency in Microsoft Excel
  • Experience with large-scale ERP systems
  • A proactive, self-directed mindset with a meticulous eye for detail
  • Ability to work independently under tight deadlines
Job Responsibility
Job Responsibility
  • Lead the end-to-end monthly consolidation process for multiple entities across the Australian and international portfolio
  • Take ownership of the preparation of statutory financial statements in strict accordance with AASB/IFRS and Australian corporate legislation
  • Act as a primary point of contact for external auditors
  • Provide expert advice on complex accounting matters
  • Assist with the preparation and lodgement of monthly and quarterly tax compliance requirements
  • Identify and implement enhancements to the consolidation process
  • Fulltime
Read More
Arrow Right