VP Loan Documentation and Processing Senior Manager

Job Overview

The Loan Documentation & Processing Senior Manager accomplishes results through the management of professional teams and departments. Integrates subject matter and industry expertise within a defined area, contributing to standards that guide others. Requires in‑depth understanding of how areas collectively integrate within the sub‑function and coordinate with the objectives of the entire function. Requires basic commercial loan awareness and strong communication and diplomacy skills to guide, influence and convince colleagues in other areas and occasional external customers.

Has responsibility for volume, quality, timeliness and delivery of end results of an area. May have responsibility for planning, budgeting and policy formulation within area of expertise. Involved in short‑term planning resource planning. Full management responsibility of a team, which may include people, budget and planning, as well as duties such as performance evaluation, compensation, hiring, disciplinary actions, terminations and 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.

• Manage preparing and reviewing loan documentation while providing support to a variety of tasks related to the loan process.
• Independently process and close loans within a complex loan operations environment.
• Serve as subject‑matter expert to lead the team in driving and implementing business initiatives, client solutions and/or projects.
• Develop and exercise business plans, policies and procedures, and demonstrate an ability to lead projects, offer innovative solutions and cost‑saving opportunities.
• Stay abreast of developments within the loan documentation/processing function and consider the impact on the business.
• Ensure volume, quality, timeliness and delivery of complex deliverables related to loan documentation processes for the team.
• Maintain integrity of process, operations and associated results.
• Conduct detailed analysis of loan‑related issues where the best course of action is not evident from the information available, recommending/taking actions.
• Support a wide range of internal clients (product, sales, client delivery, technology) and external corporate clients.
• Assess service quality, identify areas for process improvement, service or technology enhancements.
• Apply advanced analytical skills to filter, prioritize and validate potentially complex material from multiple projects, defining problems and developing solutions.
• Define, develop, implement and track appropriate margin‑related KPIs and SLAs for the group.
• Conduct discovery and due diligence activities with clients to meet their needs.
• Assume informal/formal leadership role within the team, coaching and training new recruits, and providing guidance and support to junior staff.
• Build effective relationships with colleagues, management, internal/external clients and stakeholders and influence them when necessary.
• Persuade, influence and negotiate with others through collaborative communication skills.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citi, 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, and effectively supervising the activity of others and creating accountability.

• 6‑10 years of experience.
• Reasonable knowledge of business processes, systems and tools used in the loan process.
• Demonstrated 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.
• Compliance with applicable laws, rules and…