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Wealth Credit Services Senior Analyst

https://www.citi.com/ Logo

Citi

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Location:
Poland , Warsaw

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Category:
Finance

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Contract Type:
Not provided

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Salary:

165020.00 - 280980.00 PLN / Year
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Job Description:

Wealth Credit Management (WCM) at Citi is a business line formed to provide integrated end to end credit underwriting, transaction and portfolio management in partnership with all the origination businesses of the Private Bank and Wealth Management of Citi. Deal Closing (DCT) and Loan Management (LMT) teams in Wealth Credit Services are critical teams to ensure interpret, review and collect all finance and regulatory documents needed to close and book loan deals as well as to ensure critical data are captured properly in various systems and can be validated against gold source and appropriate legal document. We are looking to hire an experienced professional to contribute and perform a role on the DCT / LMT team within Loan Product and Transaction Management in WCM.

Job Responsibility:

  • Review the Term Sheets for new closings / amendments/ restructures
  • Provides checklists to transactors / underwriters detailing all documents needed to close
  • Review the draft credit agreement for roles and responsibilities as well as Operational mechanics
  • Continue to work with Lending Advisors / Underwriter for changes / updates to the draft credit agreement and provide feedback as needed
  • Provide formally sign off on the final draft agreement prior to the executed version
  • Review loan documentation to ensure critical data is captured correctly in credit systems for regulatory reporting
  • Engage Deal Closing Team (DCT), Credit Management Team (CMT) underwriters and transactors to address discrepancies with loan documentation and credit system
  • Work with appropriate operations to address discrepancies with loan documentation and credit system
  • Engage technology teams to address discrepancies requiring tech intervention
  • Closely track completed reviews and drive pending reviews to completion to prevent backlog
  • Constantly improve processes, controls and efficiencies within the group and front to back across loan lifecycle
  • Participate in projects and provide valuable input with various working groups created to enhance performance and efficiency

Requirements:

  • 5+ years of experience in large financial institution
  • Solid knowledge of Loan product and/or Loan Operations activities
  • Expert in reading and interpreting credit agreements
  • Strong Credit Data analysis experience covering issue identification and resolution
  • Proficient with Microsoft Office Suite (Excel, Word, and PowerPoint)
  • Attention to detail
  • Excellent oral and written communication capability
  • Ability to take initiative and self-motivate
  • Developed analytical and problem-solving abilities

Nice to have:

  • Prior experience in Loan product
  • Understanding of lending rules and regulation
  • Experience with exposure and transactions reporting tools
What we offer:
  • Private Medical Care Program
  • Life Insurance Program
  • Pension Plan contribution (PPE Program)
  • Employee Assistance Program
  • Paid Parental Leave Program (maternity and paternity leave)
  • Sport Card
  • Holidays Allowance
  • Sport and team recreation activities
  • Special offers and discounts for employees
  • Access to an array of learning and development resources
  • A chance to make a difference with various affinity networks and charity initiatives

Additional Information:

Job Posted:
February 04, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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