Loans Agency Operations Specialist - Manager The Agency Operations Specialist - Manager is a developing professional role.
Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices.
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. Requires attention to detail when making judgments and recommendations based on the analysis of factual information.
Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results.
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.
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 loans operation environment
Integrates a solid understanding of industry and business standards and practices of loan documentation processes
Deals with most loan-related problems independently and has some latitude to resolve complex 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 and process improvement 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
Servers as a checker for systematic transactions as a last line of defense
Timely escalation and resolution of all inquiries and issues 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
Works closely with own team and internal stakeholders in order to meet client needs
Has direct interaction with external customers to disseminate or explain information
Individuals who are emerging as an expert in a specific skill set, business area or product but who remain focused primarily on daily execution
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.
2-5 years relevant experience
Can work well under pressure and multi-task with a sense of urgency
Proactive to escalate issues and drive change on process
Deliver results and able to meet tight deadlines
Ability to collaborate with team members within and outside of own team
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.
Job Family Group :
Operations - Transaction Services
Job Family :
Securities and Derivatives Processing
Time Type :
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View the Pay Transparency Posting Job-ID : 21379691 xRq3BJrDFyN5k4cG Datum der Veröffentlichung : 01 Dez 21