Assistant Vice President Loan Documentation and Processing Team Coordinator

Citi•Irving, TX
•$78,080 - $117,120•Onsite

About The Position

The Loan Documentation and Processing Team Coordinator is a seasoned professional role that applies in-depth disciplinary knowledge to improve techniques, processes, and workflows. The position integrates subject matter and industry expertise within loan documentation and processing, and requires a thorough understanding of how the loan function contributes to broader business goals. The coordinator evaluates moderately complex and variable issues, using analytical skills to assess information from multiple sources, weigh alternatives, and balance potentially conflicting situations. Strong communication and diplomacy skills are required. The role regularly assumes formal or informal leadership responsibilities, coaches and trains new recruits, and influences decisions through advice, counsel, and service. The work and performance of teams in the area are directly affected by the individual’s performance. The role manages the preparation and review of loan documentation and supports a variety of activities related to the loan process, including independently processing and closing loans in a complex loan operations environment. It also supports senior team members on loan-related projects and initiatives, helps improve processes, identifies and addresses control deficiencies, and maintains effective working relationships with colleagues, management, clients, and stakeholders. The position is full-time and based in New Castle, Delaware. The stated salary range is $78,080 to $117,120. Citi may also provide eligible employees with discretionary and formulaic incentive and retention awards. Benefits include medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; wellness programs; and paid time off, including vacation, sick leave, and paid holidays. Offerings may vary by jurisdiction, job level, and date of hire.

Requirements

  • 5–8 years of experience.
  • Bachelor’s/University degree or equivalent experience.
  • Strong analytical skills to filter, prioritize, and validate complex and dynamic information from multiple sources.
  • Strong communication and diplomacy skills.
  • In-depth knowledge of loan documentation processes, procedures, and relevant industry standards.
  • Ability to evaluate complex issues, weigh alternatives, and make judgments in complicated or unique situations.

Nice To Haves

  • Loan IQ experience is preferred.

Responsibilities

  • Manage the preparation and review of loan documentation and provide support for tasks related to the loan process.
  • Independently process and close loans in a complex loan operations environment.
  • Apply industry, business standards, and practices to loan documentation processes.
  • Coordinate support for senior team members on loan-related projects and initiatives.
  • Contribute advice and perspective to the development of solutions and improvements to loan documentation processes.
  • Resolve complex problems requiring in-depth evaluation of loan procedures and industry standards.
  • Use factual analysis to make evaluative judgments in complicated and unique situations, primarily related to loan documentation.
  • Escalate control gaps and issues to senior management.
  • Identify loan-related control deficiencies and implement procedures and solutions to mitigate risk or control losses.
  • Identify opportunities to reduce expenses.
  • Influence decisions through advice, counsel, and services in the area of specialization.
  • Assume formal or informal team leadership responsibilities; coach and train new recruits and guide and support junior staff.
  • Build and maintain effective relationships with colleagues, management, internal and external clients, and stakeholders; understand their needs and provide solutions.
  • Assess risk in business decisions, safeguard the firm’s reputation and assets, comply with applicable laws, rules, regulations, and policies, exercise sound ethical judgment, and transparently escalate, manage, and report control issues.

Benefits

  • Medical, dental, and vision coverage.
  • 401(k).
  • Life, accident, and disability insurance.
  • Wellness programs.
  • Paid time off, including vacation, sick leave, and paid holidays.
  • Eligible employees may receive discretionary and formulaic incentive and retention awards.
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