Loan Documentation & Process Team Coordinator

• 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
• 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
• Deal with most loan related problems independently and has some latitude to resolve complex issues
• Apply judgment when interpreting data, preparing reports, and presents findings to management with recommendations based on identified trends and facts
• Design and analyse complex reports often related, but not limited to loan documentation processes to satisfy management requirements and support/control activities
• Participate in, and support the implementation of, projects as assigned, applies project management skills to support initiatives
• Interpret data and make recommendations for the launch of new products/ services and upgraded platforms that loan documentation/processing functions
• Demonstrate a understanding of the loan documentation processes to 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 - provides solutions to reduce errors, and to adhere to audit and control policies
• Timely management, escalation and resolution of all requests / inquiries / issues / errors related to loan documentation
• Provide informal guidance and/or on-the-job-training to new team members
• Have direct interaction with external customers to disseminate or explain information
• 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 behaviour, 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

• 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
• Bachelor’s/University degree or equivalent experience

Loan IQ is preferred

• 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
• discretionary and formulaic incentive and retention awards