Loan Documentation & Processing Senior Analyst

Citi PolandO firmie

  • Warszawa, mazowieckie

  • Ogłoszenie wygasło 25 dni temu
  • Umowa o pracę
  • Pełny etat
  • Starszy specjalista (Senior)
Citi is more than a global financial services company. It’s an engine for progress. Join us, and you’ll have the chance to get involved in progress in all its shapes and forms, right across the world. From the micro to the macro, from Australia to Zambia, the work we do has real positive impact. Wherever you are and whatever you do, progress starts here.

We’ve built a world famous, trusted brand over 200 years of continuously evolving financial services. And today, our influence continues to grow: with financial operations in 160 countries and 100 currencies. We have 200 million different clients, including some of the biggest names in the industries, sectors, businesses and governments that we serve every day. It all adds up to an exciting place to be for talented, ambitious people who want to build a truly remarkable career.
Loan Documentation & Processing Senior AnalystNumer ref.: 96276

The person in this role will be obligate to:

  • Supervise all daily processing within the team, ensuring all activities are carried out and maintained in accordance with the Service Agreement, service standards and within pre-defined deadlines.
  • Under the instruction of Citi Private Bank (CPB) and working with relationship managers support various CPB functions (RRE Risk, Credit Risk Management Services and Business Services) create and assist in the coordination of new loan disbursements, renewals and redemptions.
  • Review and oversee the creation of Credit Applications via Credit Approval Accelerator (CAA) and input relevant data using the Credit Platform System
  • Oversee and whereby required liaise with the intermediary valuers to obtain the quotations and / or valuation reports.
  • Maintain, monitor and track activity logs and checklists of the various stages and components of the loan disbursement and coordinating data and document flows.
  • Ensure preparation of all client offer letters and drawdown instructions and all required documentations for all stages of the process are produced completed and circulated.
  • Liaise with external legal counsel regarding needs and documentation.
  • Complete document lodgment, filing and archiving of completed/executed documentation and accurate maintenance of documentation systems.
  • Maintain weekly tracking reports to manage and track outstanding and/or deficient documents.
  • Manage the insurance renewal process end to end.
  • Maintain required standards adhering to local quality controls, assurance and turnaround times as agreed and briefed by the business.
  • Maintain and update operational procedures.
  • Leads and/or participates in projects and provide feedback on project related activities.


  • Bachelor’s Degree/University degree (preferable in Business, Accounting, or Finance)
  • 3-5 years of experience in a related role
  • Demonstrates a good customer service attitude, dealing with external/internal clients
  • Able to demonstrate good written / verbal communication
  • Versatility and conscientious approach
  • Strong time management skills and the ability to plan & organise to meet set targets
  • Risk awareness
  • Attention to detail

We offer:

  • Stable employment on the basis of full-time job contract
  • Opportunity for professional development with access to unlimited number of various trainings
  • Excellent global career growth opportunities
  • Attractive benefits package (Medicover, Multisport, private pension plan, life insurance etc.)
  • Possibility to work remotely
  • Supportive and friendly team mates and managers
  • International and multicultural work environment with opportunity to use English every day
  • Prestigious office location in center of Warsaw (next to Rondo Daszyńskiego)

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