Trade Support Intermediate Analyst

Citi•Tampa, FL

About The Position

Responsibilities include coordinating across various internal teams to ensure the prompt and accurate application of commitment reductions and other lifecycle events, processing corporate actions in a timely and accurate manner, facilitating client onboarding, managing trade allocations, and maintaining high standards of quality control and reporting. Individual must perform under pressure, multitask, and deliver results under tight deadlines. Individual will assist the team troubleshoot issues in LIQ, AMC, LoansQT. Individual will be trained to back up several trade support functions such as onboarding, allocations, and corporate actions as business needs change. Deals with most loan-related problems independently and has some latitude to resolve complex issues, where expertise is required to interpret against policies, guidelines, or processes Applies judgment when interpreting data, preparing reports, and presents findings to management Make resolution recommendations based on identified trends and facts Designs and analyzes complex reports often related, but not limited to loan documentation processes to satisfy management requirements and support/control activities Participates in and supports the implementation of projects and process improvement initiatives Interprets data and makes recommendations for the launch of new products/services and upgraded platforms that loan documentation/processing functions Minimizes risk to the bank through a solid understanding of procedural requirements - provides solutions to reduce errors, to adhere to audit and control policies. Serves as a checker for systematic transactions as a last line of defense. Timely escalation and resolution of all inquiries and issues related to loan trades. Applies a solid understanding of how the team and area integrate with others in accomplishing the objectives of the sub-unit Works closely with own team and internal stakeholders in order to meet client needs Has direct interaction with external customers to disseminate or explain information

Requirements

2 - 5 years relevant experience
Basic knowledge of Business Processes, Systems and Tools used in the Loan Process
Demonstrate understanding of Loan Processes, Procedures, Products and Services
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
Candidate has quantitative skills with a high proficiency with Excel and other Microsoft based programs.
Individual must display intellectual curiosity and willingness to constantly learn and take on new projects as required.
Individual must have excellent communication, organizational and interpersonal skills.
Bachelor's/University degree or equivalent experience

Nice To Haves

Experience with LoanIQ is highly desired

Responsibilities

Coordinating across various internal teams to ensure the prompt and accurate application of commitment reductions and other lifecycle events
Processing corporate actions in a timely and accurate manner
Facilitating client onboarding
Managing trade allocations
Maintaining high standards of quality control and reporting
Troubleshooting issues in LIQ, AMC, LoansQT
Back up several trade support functions such as onboarding, allocations, and corporate actions as business needs change
Deals with most loan-related problems independently and has some latitude to resolve complex issues, where expertise is required to interpret against policies, guidelines, or processes
Applies judgment when interpreting data, preparing reports, and presents findings to management
Make resolution recommendations based on identified trends and facts
Designs and analyzes complex reports often related, but not limited to loan documentation processes to satisfy management requirements and support/control activities
Participates in and supports the implementation of projects and process improvement initiatives
Interprets data and makes recommendations for the launch of new products/services and upgraded platforms that loan documentation/processing functions
Minimizes risk to the bank through a solid understanding of procedural requirements - provides solutions to reduce errors, to adhere to audit and control policies
Serves as a checker for systematic transactions as a last line of defense
Timely escalation and resolution of all inquiries and issues related to loan trades
Applies a solid understanding of how the team and area integrate with others in accomplishing the objectives of the sub-unit
Works closely with own team and internal stakeholders in order to meet client needs
Has direct interaction with external customers to disseminate or explain information