C

Citi

Runs banking and payments for global clients

Loan Documentation and Processing Intermediate Analyst

Retail & Commercial BankingPosted on Nov 12
Full-timeSão Paulo, State of São Paulo, BrazilNo salary listedHybrid

About the Job

Requirements

  • Relevant experience of 2 to 5 years.
  • Ability to work well under pressure and multitask with a sense of urgency.
  • Proactively escalate issues and direct process changes.
  • Deliver results and meet tight deadlines.
  • Ability to collaborate with team members within and outside the team.
  • Bachelor's degree or university degree, or equivalent experience.
  • Advanced English proficiency.

Responsibilities

  • Manage the preparation and analysis of loan documentation while supporting a variety of loan-process tasks, including independently processing and closing loans in a complex loan operations environment.
  • Apply a solid understanding of industry standards and business practices for loan documentation processes.
  • Independently address most loan-related issues and resolve complex matters by interpreting policies, guidelines, and processes.
  • Use judgment to interpret data, prepare reports, and present findings to management.
  • Recommend resolutions based on identified trends and facts.
  • Design and analyze complex reports, typically related to loan documentation, to meet management requirements and support control activities.
  • Participate in and support the implementation of process-improvement projects and initiatives.
  • Interpret data and recommend launches of new products or services and updated platforms with loan-documentation and processing functions.
  • Use knowledge of loan-documentation processes to identify policy gaps and formulate policies that simplify related workflows.
  • Minimize bank risk through knowledge of procedural requirements, solutions that reduce errors, and adherence to audit and control policies.
  • Serve as a checker of systematic transactions as the last line of defense.
  • Escalate and resolve loan-documentation inquiries and issues promptly.
  • Apply an understanding of how the team and business area work with others to meet subunit and broader Operations group objectives.
  • Provide informal guidance and/or on-the-job training to new team members.
  • Work closely with the team and internal stakeholders to meet client needs.
  • Interact directly with external clients to communicate or explain information.
  • Assess risk appropriately in business decision-making, with particular attention to the company's reputation and protection of Citi, its clients, and assets; promote compliance with applicable laws, rules, and regulations; follow policy; exercise ethical judgment in personal conduct and business practices; and transparently escalate, manage, and report control issues.

About the Company

Citi

Runs banking and payments for global clients

Citi runs banking, investment and payment services for companies, governments and individuals around the world. Its global network connects institutions with local banking systems, while its US consumer business sells credit cards and deposit accounts. Corporate clients use Citi to manage cash, finance trade and raise capital, and investors use its trading, custody and wealth services to hold and manage assets. The bank earns interest on loans and fees from payments, securities transactions, financial advice and account services. Citi traces its banking roots to 1812; the Citigroup holding company was formed in 1998, and its headquarters are in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1812

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