Loan Documentation

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The Loan Proc Sr Mgr accomplishes results through the management of professional team(s) and department(s). Integrates subject matter and industry expertise within a defined area.

Responsible for establishing, managing, and optimizing a flexible support function that provides comprehensive and agile support across all post-closure loan servicing events and broader lending operations activities. To drive efficiency, improvement of processes and workflows, standardization, and innovation, ensuring exceptional service delivery and operational resilience.

Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the entire function and overall business.

Requires basic commercial loan awareness. Overall responsible for volume, quality, timeliness and delivery of end results of activities related to post closing activities support function including loan instruction processing, loan advice and reporting. Strong communication and diplomacy skills are required to guide, influence and convince colleagues in other areas and occasional external customers.

Full management responsibility of a team, which may include management of people, budget and planning, to include duties such as performance evaluation, compensation, hiring, disciplinary, terminations and may include budget approval.

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.

Responsibilities:

• Establish and oversee a dynamic support model that efficiently allocates resources to provide flexible support across various post-closure loan servicing events, including instruction input, loan advice, reporting, and ad-hoc operational demands.
• Subject matter expert to lead the team to drive and implement business initiatives, client solutions, and/or projects.
• Develops and exercises business plans, policies and procedures, and demonstrates an ability to lead projects, offer innovative solutions and cost saving opportunities
• Stays abreast of developments within the loan documentation/processing function and considers the impact to the business
• Has responsibility for volume, quality, timeliness and delivery of loan servicing and post booking support function activities
• Accountable for integrity of process, operations and associated results
• Responsible for detailed analysis of loan related issues where the best course of action is not evident from the information available, but actions must be recommended/taken

• Supports a wide range of internal clients (product, sales, client delivery, and technology) and external corporate clients

• This includes but not limited to assessing service quality and identifying areas for process improvement, service or technology enhancements.

• Requires advanced analytical skills to filter, prioritize and validate potentially complex material from multiple projects, thereby defining problems and developing solutions
• Defines, develops, implements and tracks appropriate margin related KPIs and SLAs for the group
• Conducts discovery and due diligence activities with clients to meet their needs
• Assumes informal/formal leadership role within the team, is involved in the coaching and training of new recruits, and provides guidance and support to junior staff
• Builds effective relationships with colleagues, management, internal/external clients and stakeholders, as well as ability to influence them where necessary
• Creates, develops and maintains effective relationships with colleagues, management, internal/external clients and stakeholders, and seeks to understand their needs and provides solutions
• Persuades/influences/negotiates 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 behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• 6-10 years of Experience

• Reasonable knowledge of Business Processes, Reconciliation, Systems and Tools used in the Loan Process

• In-depth understanding of the loan lifecycle, post-closure servicing events, and broader lending operations processes.
• Demonstrated experience in building, leading, and optimizing operational support functions or similar agile teams.
• Adequate ability to identify, mitigate, manage, resolve, and escalate risks and issues
• Ability to build and sustain excellent processes and incorporate efficient system to support scalable solution
• Awareness of risk types, policies and control measures and processes
• Comply with applicable laws, rules, and regulations, and adhering to Policies

Education:

• Bachelor's/University degree or equivalent experience

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Job Family Group:

Operations - Transaction Services

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Job Family:

Loan Documentation and Processing

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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