About This Role
The Bilingual Loan Processor performs moderately complex and varied assignments, focusing on the quality of execution with limited supervision. This role involves servicing a wide array of products and services, applying specialized functional area skills and basic knowledge of professional principles. The processor will understand how their duties relate to the team and how the unit integrates with others to achieve functional goals.
Responsibilities
- Requires specialized functional area skills and knowledge of a specific product set
- Manage pipeline of loans to ensure data integrity of all data and process inputs
- Review loan file to verify procedures per guidelines
- Order necessary documents
- Follow-up with vendors to obtain required documentation
- Communicate with customers to ensure level of satisfaction
- Clear prior to close conditions (with signature)
- Partner with underwriting on difficult/exception issues
- Review the Closing Disclosure with the customer prior to the scheduled closing
- Organizes, records, and services the production output of various servicing activities, which may require interacting with internal and external customers
- Resolves complex issues and performs most complex servicing activities under limited supervision
- Works on complex projects
- Occasionally mentors lower level processors
- 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
Requirements
- 1-3 years relevant experience
- Prior loan processing experience or finance experience
- Excellent interpersonal, communication, follow-up & relationship building skills
- Ability to prioritize, be detail oriented & results driven
- Consistently demonstrates clear and concise written and verbal communication
- Spanish skill set required
Education
- High School diploma or equivalent
Benefits
- Discretionary and formulaic incentive and retention awards
- Medical, dental & vision coverage
- 401(k)
- Life, accident, and disability insurance
- Wellness programs
- Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
