Loan Document and Process Team Coordinator

Loan Document & Process Team Coordinator 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 workflow 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 analyzes 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 elevate risks and issues. Awareness of risk types, policies and control measures and processes. Comply with applicable laws, rules, and regulations, and adhere to Policies. Education Bachelor’s/University degree or equivalent experience. Compensation & Benefits Primary Location: New Castle Delaware United States. Primary Location Full Time Salary Range: $78,080.00 - $117,120.00. In addition to salary, Citi offers discretionary and formulaic incentive and retention awards. Employees may be eligible for 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. Job Family Group Operations - Transaction Services. Job Family Loan Documentation and Processing. Anticipated Posting Close Date May 27, 2026. Equal Opportunity Employer Citi is an equal‑opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, please review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr Citi