Intermediate Document Support Analyst

Intm Doc Support Analyst

The Intm Doc Support Analyst is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Responsibilities:

• Integrates a solid understanding of industry and 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.
• Deals with most loan related problems independently and has some latitude to resolve complex issues.
• Day-to-day focus is on resolution of complex loan issues, where expertise is required to interpret against policies, guidelines or processes.
• Applies judgment when interpreting data, preparing reports, and presents findings to management. Makes resolution 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 an 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 goals of the sub-unit, and the wider Operations group.
• Provides informal guidance and/or on-the-job-training to new team members.
• Utilizes advanced communication, interpersonal and diplomacy skills to interact with colleagues, management and internal/external clients, in order to exchange potentially complex/sensitive information in a concise and logical way, while being sensitive to audience diversity.
• 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.

Qualifications:

• 2-5 years relevant experience

Education:

• Bachelor's/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.