Citi Private Bank - Associate Securities Processing Analyst Ii
New Castle County, Delaware, United States
Subject matter expert for Private Bank operations credit portfoliosServed as acting Lead by handling escalations, delegating, andmanaging workflow, performing peer and new hire training, andacted as authorizer of transactions•Managed LATAM/Canada/EMEA credit portfolios consisting of over1500 clients•Ensured daily processing of all loan activity and reports arecompleted within highly demanding timelines•Managed cash breaks, suspense breaks, and payable/receivablesbreaks•Created and maintained open dialogue, and transparentcommunication with internal and external stakeholders across allportfolios•Managed day to day operations of Admins and their relatedresponsibilities ensuring deadlines are met, daily reporting iscomplete, cash breaks are cleared, and escalations are resolved•Managed cash breaks, suspense breaks, and payable/receivablesbreaksFrequently pulled people together to share insights and creativeideas for addressing changing client needs•Effectively and accurately made detailed decisions; ensuring allaspects of risk, required approvals, capital availability, and theadherence to the credit agreement have been satisfied prior toprocessing requested funds movements•Created a positive culture within teams which promoted teamwork,efficiency, and accurate processing•Put clients first by anticipating, understanding, exceeding theirexpectations and needs, and aligning business goals to supportclients•• Championed process improvement and system enhancement projectsCompleted all corporate control deliverables no later than the duedate