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Career Opportunity

Loan Operations Officer

Locations: Sydney, New South Wales Job Function: Operations Employee Status: Regular Job ID: 20153899

This role is principally responsible for the customer interface and operational processing of Corporate Lending transactions for the Institutional Clients Group (ICG) customer base in Australia and New Zealand.


  • Ownership of internal and external customer inquiries relating to the operational processing of transactions pertaining to Corporate Loans, Commitments, primarily including drawdowns, rollovers and settlement.
  • Action all drawdown and rollover requests for Loans and prepare processing instructions, facility memorandums (FM’s) and checklists for Citi’s regional processing centre in Kuala Lumpur.
  • Assist and direct Citi’s Regional Processing Centres to ensure system input requirements have been met in relation to Loan transactions.
  • Assist in servicing clients of the AU/ NZ Agency customer base and lending groups, including effective interaction with Citi’s Regional Processing Centres
  • Assist with booking cash flows and accounting entries for Citi’s Securitisation vehicles, as required.
  • Investigate and clear all open item positions in internal settlement accounts.
  • Investigate and escalate all late payment and back valuation issues.
  • Prepare all commitment billing and bilateral Loan advices.
  • Work closely with the Front Office (Relationship Managers and Associates) and Middle Office staff (Credit Officers and Administrators) to ensure customer facilities are drawn and maintained within set limits. (i.e. as stipulated in the Credit Risk Policy and associated guidelines).


  • Understanding of general business and financial Markets principles
  • Basic Accounting knowledge with a base to develop Securities accounting knowledge. Understanding of proofing concepts and Two-way reconciliation processes.
  • Minimum Software literacy of ‘intermediate’ in relation to Excel and MS Word.
  • Basic knowledge of core Banking (Treasury related) products preferred.
  • Year 12 Leaving certificate
  • Tertiary qualifications in relevant business areas of Study favourable.
  • Previous experience in a Financial Markets operations role is preferable.
  • Ability to work in a team with a willingness to learn from others, share knowledge and accept added responsibility as and when required.
  • Ability to review and understand legal agreement associated with loan facilities
  • Excellent written and verbal communication skills.

When you work at Citi, you will be working for an organisation that truly has a global footprint and a powerful network that spans the globe. We celebrate individual ingenuity and use the diversity of our people in order to drive high performance. Through dedicated support, training and resources, we promote our talent and future leaders to bring about lasting and positive impact. Citi Australia is an Employer of Choice for Women and supports a flexible work environment.

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


Time Type :Full time


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

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