The Loan Doc & Proc Intmd Assoc Ayst is a developing professional role focused on managing loan documentation and supporting the loan process. This position requires a solid understanding of industry standards and practices, as well as analytical thinking and data analysis skills. The individual will work closely with internal teams and external customers to ensure effective communication and resolution of loan-related issues. The role also involves providing guidance to new team members and participating in process improvement initiatives.

• 2 - 5 years of relevant experience
• Basic 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
• Able to identify, mitigate, manage, resolve, and escalate risks and issues
• Reasonable 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 or equivalent experience
• Loan IQ experience is preferred.

• 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 and business standards and practices of loan documentation processes.
• Deal with most loan-related problems independently and resolve complex issues where expertise is required.
• Apply judgment when interpreting data, preparing reports, and presenting findings to management.
• Make resolution recommendations based on identified trends and facts.
• Design and analyze complex reports related to loan documentation processes to satisfy management requirements.
• Participate in and support the implementation of projects and process improvement initiatives.
• Interpret data and make recommendations for the launch of new products/services and upgraded platforms.
• Identify policy gaps and formulate policies to support the streamlining of related work processes.
• Minimize risk to the bank through a solid understanding of procedural requirements.
• Timely escalate and resolve all inquiries and issues related to loan documentation.
• Provide informal guidance and/or on-the-job training to new team members.
• Work closely with own team and internal stakeholders to meet client needs.
• Interact directly with external customers to disseminate or explain information.

• Citi offers a comprehensive benefits package including competitive pay, stock programs, healthcare coverage, retirement plans, paid time off, parental leave, and programs supporting employee wellbeing and professional development.