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Loan Agency Intmd Assoc Analyst

Locations: New Castle, Delaware Job Function: Operations - Transaction Services Employee Status: Regular Job ID: 20196613

The Loan Agency Intmd Assoc Analyst is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates 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. 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 is involved in providing day-to-day operational support and processing which may include booking cash transactions and making payments, inputting general ledger entries and (complex) calculations
  • Occasionally require interaction with other counterparties around positions and outstanding balances/claims
  • Integrates a solid understanding of industry and business standards and practices of loan agency 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 agency 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 agency functions
  • Demonstrates a understanding of the loan agency 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 agency
  • Applies a solid understanding of how the team and area integrate with others in accomplishing the objectives of the sub-unit, and the wider Operation group
  • Provides informal guidance and/or on-the-job-training to new team members
  • Has direct interaction with external customers to disseminate or explain information
  • Individuals at this level usually have full ownership for one or more processes, reports, procedures or products, and may also be considered analytical or procedural experts, representing a unit or team on cross-functional processes or project deliverables at a broader level
  • 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.
  • Develop and maintain strong relationships with clients(internal & external), syndicate group, and other support teams across the firm in finance, risk, treasury, credit risk, and the business.
  • Manage processing of daily loan activity within highly demanding timelines and competing priorities.
  • Responsible for ensuring all activity is conducted in accordance with policy, procedure, appropriate controls, the credit agreement, and minimizing balance sheet and P&L breaks.
  • Maintain or exceed key performance identifiers at or above published expectations
  • Must be an exceptional commnicator both written (email) and verbal with the ability to articulate expectations clearly, while demonstrating etiquette and tact with all communications.
  • Must be versatile and demonstrate the ability to resolve issues/escalations while ensuring all stakeholders are satisfied
  • Integrates a solid understanding of industry and business standards and practices of loan operations


  • 2-5 years relevant experience
  • 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
  • Customer/client facing experience in a Financial Institution or related industry a plus
  • Experience with accounting and reconciliation a plus
  • Previous experience with Flexcube product processor is a plus
  •  Previous experience working in Capital Market Operations is a plus
  • Bachelor’s degree or equivalent job experience
  • Excellent organizational and time management skills a must
  • Must be able to handle highly demanding counterparties and desks
  • Must think independently and resolve potential issues for future processing while being able to work in a team environment
  • Superb written and verbal communication
  • Proficient in Microsoft Office with focus on Word and Excel
  • Able to effectively analyze legal documentation such as credit agreements


  • 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.


Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - US


Time Type :


Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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