Vice President Loan Documentation and Processing Lead Analyst

Citi • Irving, TX

8d • $103,200 - $154,800 • Onsite

About The Position

The Loan Doc & Proc Lead Analyst is a strategic professional who stays abreast of developments within their field and contributes to directional strategy by considering their application in their job and the business. This role is recognized as a technical authority for an area within the business and requires basic commercial awareness. The position typically involves multiple individuals within the business who provide the same level of subject matter expertise. Communication and diplomacy skills are essential for guiding, influencing, and convincing others, particularly colleagues in other areas and occasional external customers. This role has a significant impact on the area through complex deliverables and provides advice and counsel related to the technology or operations of the business. The work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. The individual must be accountable, ethical, results-oriented, trustworthy, and credible. This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Requirements

• 6-10 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 adhere to Policies

Nice To Haves

• Master’s degree preferred

Responsibilities

• 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.
• Oversee the daily performance of the loan documentation processes to satisfactory completion of the daily operational cycle.
• Develop and exercise business plans, policies, and procedures, and demonstrate an ability to lead projects, offer innovative solutions, and cost-saving opportunities.
• Stay abreast of developments within the loan documentation/processing function and consider the impact to the business.
• Take responsibility for volume, quality, timeliness, and delivery of complex deliverables often related to loan documentation processes.
• Be accountable for the integrity of the process, operations, and associated results.
• Perform detailed analysis of loan-related issues where the best course of action is not evident, and recommend/take necessary actions.
• Support a wide range of internal clients (product, sales, client delivery, and technology) and external corporate clients.
• Assess service quality and identify areas for process improvement, service, or technology enhancements.
• Utilize advanced analytical skills to filter, prioritize, and validate potentially complex material from multiple projects, thereby defining problems and developing solutions.
• Define, develop, implement, and track appropriate margin-related KPIs and SLAs for the group.
• Conduct discovery and due diligence activities with clients to meet their needs.
• Assume an informal/formal leadership role within the team, participate in coaching and training new recruits, and provide guidance and support to junior staff.
• Build effective relationships with colleagues, management, internal/external clients, and stakeholders, and influence them where necessary.
• Create, develop, and maintain effective relationships with colleagues, management, internal/external clients, and stakeholders, seeking to understand their needs and provide solutions.
• Persuade, influence, and negotiate with others through collaborative communication skills.
• 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 behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Manager