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Management Reporting - Business Intelligence Specialist, Rutherford, New Jersey

CategoryDecision Management
Job typeFull Time
CountryUnited States
StateNew Jersey
CCB Lending Platforms & Technology - Business Intelligence Specialist (C13)

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. The core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. With 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. Citi is the global bank - an institution connecting millions of people across hundreds of countries and cities.

Citi Commercial Bank (CCB) is a global line of business at Citigroup that provides commercial banking services to mid-sized companies. CCB aspires to be the global bank of choice for trade-oriented companies, with revenues between $10MM - $1B. CCB wants our clients to see us as trusted thought partners who bring simplicity in an increasingly complex world, provide client-centric solutions for long-term growth and pave the way for them to reach across borders and achieve their global vision. The main products and services, that support the Commercial Bank target segment, include: Lending, Cash Management, Trade, Foreign Exchange, Interest Rate Derivatives and Capital Markets solutions. CCB has operations in 25 countries and expanding.

Commercial Lending Management ("CLM") manages the end-to-end commercial lending process for clients of the CCB. Key responsibilities include loan underwriting, credit and financial due diligence, portfolio management, loan structuring and documentation, and credit delivery and servicing. CLM manages approximately $50 billion in credit exposure across 15,000+ credit relationships.

We are seeking a Business Intelligence Specialist to join our CLM organization reporting to the Global Head of Platforms and Technology.

The Business Intelligence Specialist will be part of Global CCB CLM office under Platforms & Technology function and provides business support analysis and insights of lending process data, including credit originations, portfolio management, productivity, resource management, risk policy, and regulatory compliance. Additionally this role will support the development, testing, and implementation of business and risk reporting, including development of dashboards to support effective management and oversight of credit originations and portfolio management activities

Key Responsibilities include :

- Manage special project requirements and ad hoc requests relating to analysis of lending process data, including credit originations, portfolio management, productivity, resource management, risk policy, and regulatory compliance.
  • Management of CCB Scope dashboard content
  • Development of critical workflow and exception MIS (annual reviews, classified reviews, covenant monitoring, classification reporting, approval conditions and follow ups reporting, collateral and documentation monitoring)
  • Build out of MIS attestation process for CLM Managers.
  • Support preparation of executive and senior leadership presentations as necessary with details of data analysis.
- Interact with cross-functional, cross-geographic team members within the Citi Commercial Bank organization, requiring understanding of Business goals and drivers, commercial lending process, and risk policy and regulatory requirements
- Consult on technical design and requirement of Management and Risk Reporting with non-technical audiences across lending functions, including Business, Risk, and Operations.
  • Coordinate with Technology to develop, test, and implement standard Management and Risk Reporting including system dashboards.
  • Lead adoption efforts and follow up to assess impact of newly released reporting capabilities.
  • Timely review, research and resolution of reporting related issues.

Requirements :
  • Bachelor's Degree or equivalent work experience
  • 6 or more years of relevant work experience, including data analytics
  • Extreme proficiency in Microsoft Office Suite programs and Adobe Acrobat Professional
  • Proven ability to work cross-functionally and meet multiple stakeholder needs
  • Strong communication skills and ability to communicate at multiple levels with multiple audiences
  • Strong attention to detail
  • Ability to translate complex, technical information for nontechnical audiences
  • Ability to work under tight deadlines
  • Experience managing multiple projects concurrently and consistently meeting project deliverables on time
  • Knowledge of commercial banking products and the competitive landscape of this business is a plus

Job Family Group:
Decision Management

Job Family:
Business Analysis

Time Type:
Full time

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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EmployerManagement Reporting - Business Intelligence Specialist

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