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Loan Ops Metrics Lead Analyst - VP / Getzville, NY

Job Req ID 22514569 Location(s) Getzville, New York Job Category Operations - Transaction Services
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The Loan Metrics Lead Analyst is a strategic professional who stays abreast of developments across all fields of Loan Operations and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.


  • This role will work on technical projects by developing and/or maintaining metrics data while providing support to a variety of tasks related to the loan process
  • Activities will include independently sourcing data and building reports to support reporting decks to senior management
  • Subject matter experts who oversee the daily performance of metrics and reports to satisfactory completion of the daily operational cycle
  • Develops and exercises business plans, policies and procedures, and demonstrates an ability to lead projects, offer innovative solutions and cost saving opportunities.
  • Stays abreast of developments within the loan documentation/processing function and considers the impact to the business.
  • Has responsibility for volume, quality, timeliness and delivery of complex deliverables often related, but not limited to loan metrics documentation processes
  • Accountable for integrity of process, operations and associated results
  • Responsible for detailed analysis of loan related issues where the best course of action is not evident from the information available, but actions must be recommended/ taken
  • Supports a wide range of internal clients (product, sales, client delivery, and technology) and external corporate clients
  • This includes but not limited to assessing service quality and identifying areas for process improvement, service or technology enhancements
  • Requires advanced analytical skills to filter, prioritize and validate potentially complex material from multiple projects, thereby defining problems and developing solutions
  • Defines, develops, implements and tracks appropriate margin related KPIs and SLAs for the group
  • Conducts discovery and due diligence activities with clients to meet their needs
  • Assumes informal/formal leadership role within the team, is involved in the coaching and training of new recruits, and provides guidance and support to junior staff
  • Builds effective relationships with colleagues, management, internal/external clients and stakeholders, as well as ability to influence them where necessary
  • Creates, develops and maintains effective relationships with colleagues, management, internal/external clients and stakeholders, and seeks to understand their needs and provides solutions
  • Persuades and influences or 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 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.


  • 6-10 years of experience
  • Intermediate to Advanced Excel and Access skills required
  • Tableau experience is preferred
  • Advanced analytical and project management skills
  • Sound knowledge of financial products
  • Excellent interpersonal skills with ability to manage relationships at all levels
  • Adaptable to changes and work well in a fast paced and dynamic working environment


  • Bachelor’s/University degree, Master’s degree preferred


Job Family Group:

Operations - Transaction Services


Job Family:

Loan Agency


Time Type:

Full time


Primary Location:

Getzville New York United States


Primary Location Salary Range:

$76,940.00 - $115,400.00


Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 review Accessibility at Citi.

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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

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