Document Support Specialist

Document Support Specialist

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

The Doc Support Specialist 2 performs basic assignments. Works under direct supervision. May service a range of products / services. Applies knowledge of broad work area procedures and activities. Applies attention to detail and task accuracy. Exchanges basic to moderately complex information with others to ensure understanding and provide basic support. Requires basic written, verbal and listening skills. Basic knowledge of the organization. Selects best course of action from multiple, defined options. Selects appropriate procedures to resolve problems which may involve uncommon variations. Anticipates problems and recognizes when to deviate from standard practices.

Responsibilities :

• Verify receipt of all documents received and check for accuracy and completeness.
• Records duties include archiving / storage, retrieval, and reconciling documents as received.
• Imaging duties include setup, document preparation and scanning documents into database and returning electronic files to appropriate business lines.
• Resolves moderately complex issues and escalate as required.
• May support one or two business lines in a single system or multiple portfolios (records retention).
• Prepares documents for review, follows up with clients and modifies contracts within established procedures while meeting quality standards.
• Monitor daily work lists and queues to process work within set time constraints.
• Produces simple loan / trade documents upon request.
• Interacts with legal institutions and dealers / customers to complete work requirements
• Sort and prep incoming documents to be imaged.
• Process information - compiles, code, categorize, calculate, and verify information or data.
• Administrative Support -photocopying, sorting and distributing mail.
• 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.

Qualifications :

Education :