Citigroup, Inc

Loan Document and Process Team Coordinator

Citigroup, Inc • $78K — $117K *
New Castle, DE 19720Hybrid
Finance & Insurance
5 - 7 years of experience
2 weeks ago
Job Overview by Ladders

Qualifications

  • 5-8 years of experience in loan processes and operations
  • Knowledge of systems and tools used in loan processing
  • Familiarity with loan documentation procedures and policies
  • Ability to identify and manage risks related to loan documentation
  • Understanding of compliance with laws and regulations
  • Bachelor's degree or equivalent experience is required

Responsibilities

  • Manage preparation and review of loan documentation
  • Independently process and close loans in a complex environment
  • Integrate industry knowledge into loan documentation practices
  • Make recommendations for process improvements to senior management
  • Lead and guide a small team effectively
  • Resolve complex loan-related issues independently
  • Conduct data analysis and present findings for decision-making
  • Support project implementation and apply project management skills
  • Identify policy gaps and propose solutions to streamline processes
  • Minimize risk through adherence to procedural requirements

Benefits

  • Medical, dental & vision coverage
  • 401(k) plan
  • Life, accident, and disability insurance
  • Wellness programs
  • Paid time off including vacation and sick leave
  • Paid holidays
Full Job Description
The Loan Document & Process Team Coordinator is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
Individual must be accountable, ethical, results oriented, trustworthy and credible.

Responsibilities:
  • This role will manage preparing and reviewing loan documentation while providing support to a variety of tasks related to the loan process.
  • Activities will include independently processing and closing loans within a complex loan operations environment.
  • Integrates a solid understanding of industry, business standards and practices of loan documentation processes
  • Applies professional judgment, analytical thinking and knowledge of data analysis tools and methodologies to make recommendations to senior management to support process improvement
  • Ability to lead and provide guidance to a small team
  • Deals with most loan related problems independently and has some latitude to resolve complex issues
  • Applies judgment when interpreting data, preparing reports, and presents findings to management with recommendations based on identified trends and facts
  • Designs and analyses 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 as assigned, applies project management skills to support initiatives
  • Interprets data and makes recommendations for the launch of new products/ services and upgraded platforms that loan documentation/processing functions
  • Demonstrates a understanding of the loan documentation processes to identify policy gaps and formulate policies to support the streamlining of related work processes
  • Minimizes risk to the bank through a solid understanding of procedural requirements - provides solutions to reduce errors, and to adhere to audit and control policies
  • Timely management, escalation and resolution of all requests / inquiries / issues / errors related to loan documentation
  • Applies a solid understanding of how the team and area integrate with others in accomplishing the objectives of the sub-unit, and the wider Operations group
  • Provides informal guidance and/or on-the-job-training to new team members
  • Has direct interaction with external customers to disseminate or explain information
  • 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.


Qualifications:
  • 5-8 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 adhering to Policies


Education:
  • Bachelor's/University degree or equivalent experience


Job Family Group:
Operations - Transaction Services

Job Family:
Loan Documentation and Processing

Time Type:
Full time

Primary Location:
New Castle Delaware United States

Primary Location Full Time Salary Range:
$78,080.00 - $117,120.00

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills
Please see the requirements listed above.

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

Anticipated Posting Close Date:
May 27, 2026

About Citigroup, Inc

Citigroup is a financial services holding company that provides financial products and services. The company operates through two segments, Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment offers traditional banking services to retail customers through retail banking, commercial banking, Citi-branded cards, and Citi retail services. The ICG segment offers various banking, and financial products and services to corporate, institutional, public sector, and high-net-worth clients. This segment provides wholesale banking products and services, including fixed-income and equity sales and trading, foreign exchange, prime brokerage, derivative services, equity and fixed-income research, corporate lending, investment banking, and advisory services, private banking, cash management, trade finance, and securities services. Citi is committed to sustainability and social responsibility, and the company invests in initiatives that promote economic progress.

Citigroup, Inc Careers

Join the vibrant team at Citigroup, Inc, a leading global bank, and propel your career into the future. Citigroup offers a plethora of job opportunities that span across various fields and expertise, making it an ideal place for ambitious professionals to thrive.

Work You’ll Do

At Citigroup, Inc, you will engage in exciting work that matters. Join our team to help innovate and drive transformation in the banking industry. With Citigroup, you can lead initiatives that redefine how banking works and how financial services can empower people globally.

Innovate and Lead

Citigroup, Inc is at the forefront of financial innovation and leadership. By joining our team, you will work alongside top professionals to develop solutions that enhance customer experiences and operational efficiency. Our commitment to innovation is fundamental, and we encourage our team to push boundaries and think outside the box.

Grow Your Career

Citigroup, Inc is not just a company; it's a place where you can grow both professionally and personally. We offer robust career paths and professional development opportunities that help you reach your potential. With diverse career tracks and the support of leadership, your growth at Citigroup is limitless.

Diversity and Inclusion

We believe our strength comes from the diversity of our team. Citigroup, Inc is dedicated to fostering an inclusive workplace where everyone can contribute their best work. Through diversity training and a culture that embraces differences, we create a welcoming environment for all employees.

Benefits and Culture

Citigroup, Inc values the well-being of its employees. We offer competitive benefits packages that support the health, finance, and lifestyle of our team members. Our culture is built on collaboration, respect, and a commitment to excellence. We ensure that every team member feels valued and part of our global family.

Internship and Employment Opportunities

Start your professional journey with Citigroup through our internship programs or full-time job opportunities. We are constantly hiring fresh talent and seasoned experts who bring creativity and innovation to our team. Whether you're refining your skills or ready to lead, there's a position waiting for you at Citigroup.

Networking and Professional Development

At Citigroup, Inc, networking and continuous learning are part of our DNA. We provide platforms for employees to connect with industry leaders and peers, enhancing their skills and opening up new career opportunities. Our leadership programs and professional development initiatives ensure that you are always ahead of the curve.

Join Our Team

Explore the numerous positions available at Citigroup, Inc that match your skills and interests. We are looking for passionate, curious, and solution-driven team players who are ready to make an impact.

Stay Connected

Keep up to date with the latest in career opportunities and industry insights at Citigroup, Inc. Subscribe to our job alert emails and read our careers blog to stay ahead in your professional journey.

Explore Citigroup, Inc Jobs

Discover the exciting and rewarding opportunities that await at Citigroup, Inc. Tailor your resume, prepare for your interview, and take the next step in your career with us.

SEARCH CITIGROUP JOBS

READ CAREERS BLOG

Citigroup, Inc is where your ambition meets opportunity. Join us and transform your career while making a global impact.
Learn more about Citigroup, Inc
Market Cap
$1.3 billion
Industry
Finance & Insurance
Net Income
$89.6 million
Founded
1812
5 Year Trend
+4.6%
NASDAQ
C
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at Citigroup, Inc

More Finance & Insurance Jobs

Find similar Loan Document and Process Team Coordinator jobs:

NationwideNew Castle, DE