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Loan Document & Processing Associate Analyst 2

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Job Details
Job Order Number
Company Name
Physical Address

New Castle, DE 19720
Job Description

+ Primary Location: United States,Delaware,New Castle

+ Education: Bachelor’s Degree

+ Job Function: Operations

+ Schedule: Full-time

+ Shift: Day Job

+ Employee Status: Regular

+ Travel Time: No

+ Job ID: 19015647


About Citi

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.

Citi’s Mission and Value Proposition at explains what we do and Citi Leadership Standards at explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.

Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.

Key Responsibilities:

Responsible for the maintenance of a loan portfolio within the NA Loans Market supporting the Conduit portfolio.

-Responsible for validation/coordnation of new lender set up for syndicated facilities when Citi is Lead bank.

-Assist with compiling assignment rules and financial reporting schedules within the loan legal documentation.

-Cash reconcilement within our Cash break manager/recon platform

-Experience with Syndicated Credit Agreements preferred.

-Must be an exceptional communicator both written (email) and verbal.

-Must articulate expectations clearly, while demonstrating etiquette and tact with all communications.

- Manage processing of daily loan activity within highly demanding timelines and competing priorities.

-Ensure compliance of all activity within the terms of applicable credit agreement.

-Provide feedback to management of any potential client or control issues within the Operations.

-Identify process or procedural improvements within the Ops group with both internal and external partners to create efficiencies. -Able to work with multiple groups to ensure a streamline process -Must be versatile and demonstrate the ability to resolve issues/escalations while ensuring all stakeholders are satisfied.



+ Customer/client facing experience in a Financial Institution or related industry a plus

+ Experience with accounting and reconciliation a plus

+ Bachelor’s degree or equivalent job experience

+ Excellent organizational and time management skills a must

+ Must be able to handle highly demanding counterparties and desks.

+ Must think independently and resolve potential issues for future processing while being able to work in a team environment

+ Superb written and verbal communication

+ Proficient in Microsoft Office with focus on Word and Excel

+ Able to effectively analyze legal documentation such as credit agreements

Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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