Citi · 5 months ago
Wealth Lending Loan Pledging Review Specialist
Getzville New York United States
Full-time
Hybrid
Entry Level
$55K/yr - $68K/yr
1+ years expCiti is a leading global bank, and they are seeking a Wealth Lending Loan Pledging Review Specialist. The specialist will be responsible for reviewing Wealth Lending Loans for eligibility to pledge programs, acting as a subject matter expert on pledging criteria and loan documentation.
BankingFinanceFinancial Services
Responsibilities
Act as subject matter expert on BIC and FHLB program requirements
Review loan documents to identify and record established critical data elements for pledging
Check/challenge peer documentation reviews
Work with individuals across different groups to find required documentation or evidence to support program eligibility
Provide updates to management on current programs including number of loans reviewed, number of eligible loans, and total dollar amounts
Provide cross training on process to relevant backup specialist
Qualification
Required
1-2 years of relevant industry experience
Experience reviewing loan documents or critical analysis of legal documentation
Strong problem solving, critical thinking, analysis of documentation, skills
Must be able to work independently and lead by example
Individuals are expected to be a subject matter expert in one (or more) specific skill sets, business areas or products
Bachelor's/University degree or equivalent experience
Benefits
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
Company
Citi
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
10001+ employees
H1B Sponsorship
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2025 (1386)
2024 (849)
2023 (1375)
2022 (1117)
2021 (876)
2020 (901)
Funding
Current Stage
Late StageLeadership Team
James Monahan
Managing Director / Global Head of Asset Servicing
Naveed Sultan
Managing Director, Chairman, Institutional Clients Group
Recent News
2026-01-20
2026-01-15
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