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ICM Pre-approval Product Developer

Job Req ID 21337455 Primary Location Iselin, New Jersey Job Category Institutional Sales
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The Institutional Credit Management Pre-Approval Business Analyst will oversee managing the book of work for workflow tools supporting thecredit and risk analysis and approval and credit lines disposition / transaction booking approval/ Availment   functionalities, while leading the transformation efforts for building and transitioning to the next generation credit infrastructure. The Business Analyst will work under the leadership of Pre-Approval Senior Analyst/Lead, ensuring appropriate governance and project management is applied to the book of work, and that the solutions comply with the regulatory requirements and expected timelines.


  • Supporting the book of work for pre-approval (credit & risk analysis) workflow and credit management tools
  • Support the transformational efforts in the pre-approval tools employed in the infrastructure (e.g., credit and risk analysis workflows, transaction management features, reporting and monitoring), and execute against the strategy in compliance with policy, procedures, global and local regulations, and best practices.
  • Manage key business relationships effectively, including managing expectations about delivery timelines. 
  • Work with stakeholders to implement changes in processes and policy across the businesses.  Provide training required to the users to ensure that the system functionality is used effectively.
  • Discuss all new major business requirements with the project sponsors and agree on a framework for the projects.
  • Partner with Technology teams for project estimation efforts and delivery.
  • Responsible for monitoring all major project milestones and resolving issues where a milestone is at risk.
  • Work with all levels of business and technology users to ensure that all project participants have been identified and are engaged in the effort.


  • 5-7 years of experience in in similar roles as SeniorCredit & Risk Analystor similar (desirable).
  • Proficiency in Microsoft Office applications – Excel (metrics and data analysis), PowerPoint (presentation decks), and Word (writing and editing procedural and technical documentation).
  • Expertise of lending and credit process, and data quality/quality controls processes
  • Knowledge of credit source systems and reporting systems (desirable)
  • Ability to work independently or little supervision and work well as a part of a team.
  • Good verbal and written communication skills necessary. Must be comfortable providing updates on consistent basis.
  • Demonstrate financial and risk reporting knowledge as well as experience from the business and/or technical area desired.
  • Project management knowledge (Agile model, desired) and experience working with diverse group of stakeholders to achieve milestones and deadlines and capability to handle multiple projects at one time.
  •  Experience in interacting across multiple teams
  • Able to define the agenda / material for senior stakeholders
  • Excellent written and verbal communication
  • Team management skills
  •  Excellent problem-solving skills: ability to see the big picture with high attention to critical details
  • Interpersonal skills with the ability to work collaboratively and with people at all levels of the organization and across different geographic locations
  • Range of experience demonstrating flexibility in skillset and approach


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


Job Family Group:

Institutional Sales


Job Family:

Investor Sales


Time Type:


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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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