Intermediate Document Support Analyst
Listed on 2026-07-24
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Finance & Banking
Financial Compliance, Banking Operations, Risk Manager/Analyst
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 assesses 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.
- 2–5 years relevant experience
- Bachelor’s/University degree or equivalent experience
Citi offers competitive employee benefits, including medical, dental and 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.
Equal‑Opportunity EmploymentCiti 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 this or other career opportunities, please contact us. Citi’s EEO policy statement and Know Your Rights poster are available on the Citibank website.
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