62,003 Toyota Financial Services jobs in the United States

Loan Documentation & Processing Analyst

19720 Wilmington Manor, Delaware Citigroup

Posted 2 days ago

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Job Description

The Loan Doc & Proc Intmd AssocAyst is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
**Responsibilities:**
+ This role will manage preparing and reviewing loan documentation while providing support to a variety of tasks related to the loan process
+ Activities will include independently processing and closing loans within a complex loans operation environment
+ Integrates a solid understanding of industry and business standards and practices of loan documentation processes
+ Deals with most loan-related problems independently and has some latitude to resolve complex issues, where expertise is required to interpret against policies, guidelines or processes
+ Applies judgment when interpreting data, preparing reports, and presents findings to management
+ Makes resolution recommendations based on identified trends and facts
+ Designs and analyzes complex reports often related, but not limited to loan documentation processes to satisfy management requirements and support/control activities
+ Participates in and supports the implementation of projects and process improvement initiatives
+ Interprets data and makes recommendations for the launch of new products/ services and upgraded platforms that loan documentation/processing functions
+ Demonstrates a understanding of the loan documentation processes to identify policy gaps and formulate policies to support the streamlining of related work processes.
+ Minimizes risk to the bank through a solid understanding of procedural requirements - provides solutions to reduce errors, and to adhere to audit and control policies. Servers as a checker for systematic transactions as a last line of defense.
+ Timely escalation and resolution of all inquiries and issues related to loan documentation.
+ Applies a solid understanding of how the team and area integrate with others in accomplishing the objectives of the sub-unit
+ Provides informal guidance and/or on-the-job-training to new team members
+ Works closely with own team and internal stakeholders in order to meet client needs
+ Has direct interaction with external customers to disseminate or explain information
+ Individuals who are emerging as an expert in a specific skill set, business area or product but who remain focused primarily on daily execution
+ 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:**
+ 2-3 years relevant experience
+ Can work well under pressure and multi-task with a sense of urgency
+ Proactive to escalate issues and drive change on process
+ Deliver results and able to meet tight deadlines
+ Ability to collaborate with team members within and outside of own team
**Education:**
+ Bachelor's/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
**Job Family Group:**
Operations - Transaction Services
---
**Job Family:**
Loan Documentation and Processing
---
**Time Type:**
Full time
---
**Primary Location:**
New Castle Delaware United States
---
**Primary Location Full Time Salary Range:**
$61,870.00 - $86,330.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
**Anticipated Posting Close Date:**
Sep 17, 2025
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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Loan Documentation & Processing Senior Analyst

19720 Wilmington Manor, Delaware Citigroup

Posted 2 days ago

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Job Description

The Loan Doc & Proc Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
Individual must be accountable, ethical, results oriented, trustworthy and credible.
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
**Responsibilities:**
+ This role will manage preparing and reviewing loan documentation while providing support to a variety of tasks related to the loan process .
+ Activities will include independently processing and closing loans within a complex loan operations environment.
+ Demonstrates a comprehensive understanding of how department loan function collectively integrates to contribute to achieving overall business goals.
+ Applies in-depth knowledge of concepts and procedures within department to resolve issues related to loan documentation processes
+ Responsible for escalating control gaps and issues to senior managementIdentifies loan related control deficiencies and implements appropriate procedures and solutions to mitigate any risk or control losses
+ Directly impacts the area through shared responsibility for delivery of end results and formulation of procedures/process improvement
+ Provides value-added perspective or advice that contributes to the development of new techniques and the improvement of the loan documentation processes for the area
+ Resolves complex problems where the analysis of situations or data requires an in-depth evaluation of loan procedures and industry standards
+ Makes a significant contribution to change-the-bank projects and offers solutions at an advanced level
+ Provides judgment based on analysis of factual information in complicated and unique situations, mostly but not limited to the loan documentation process
+ Assumes informal/formal leadership role within the team, is involved in the coaching and training of new recruits, and provides guidance and support to junior staff
+ Creates, develops and maintains effective relationships with colleagues, management, internal/external clients and stakeholders, and seeks to understand their needs and provides solutions
+ Persuades and influences others through collaborative communication skills; may negotiate with external parties
+ Individuals are expected to be a subject matter expert in one (or more) specific skill sets, business areas or products
+ 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, business practices, escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
**Qualifications:**
+ 5-8 years of experience
+ Reasonable knowledge of Business Processes, Systems and Tools used in the Loan Process
+ Demonstrate understanding of Loan Processes, Procedures, Products and Services
+ General awareness of managing, preparing, and reviewing loan documentation
+ Adequate ability to identify, mitigate, manage, resolve, and escalate risks and issues
+ Awareness of risk types, policies and control measures and processes
+ Comply with applicable laws, rules, and regulations, and adhering to Policies
**Education:**
+ Bachelor's/University degree or equivalent experience
---
**Job Family Group:**
Operations - Transaction Services
---
**Job Family:**
Loan Documentation and Processing
---
**Time Type:**
Full time
---
**Primary Location:**
New Castle Delaware United States
---
**Primary Location Full Time Salary Range:**
$78,080.00 - $117,120.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
**Anticipated Posting Close Date:**
Oct 01, 2025
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
View Now

Loan File Processing Specialist I

72949 Ozark, Arkansas Bank OZK

Posted 2 days ago

Job Viewed

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Job Description

Job Purpose & Scope
Assists the Loan File Processing Officer in all duties within the Loan Administration department, including responding to Branch requests for assistance (may be related to imaging or the physical files) either by phone or email.
Essential Job Functions
+ Ensures all customer information and individual loan packages are organized.
+ Adds barcodes, as necessary.
+ Scans all loan documents.
+ Ensures all documents are scanned, captured and legible.
+ Links scanned documents to the correct customer's file.
+ Distributes electronic documents to correct staff when needed.
+ Maintains customer confidentiality at all times.
+ Sorts department mail.
+ Adds electronic documents to imaging to the correct customer's file.
+ Assists with various loan-related projects, as needed.
+ Provides assistance to others in the department, as needed.
+ Files, maintains and keeps vault organized to ensure loan documentation is easily accessible and in compliance for audit purposes.
+ Maintains good punctuality and attendance to work.
+ Follows Bank policy, procedures and guidelines.
Knowledge, Skills & Abilities
+ Knowledge of clerical and administrative procedures.
+ Ability to communicate effectively both verbally and in writing.
+ Ability to organize work, multi-task and meet deadlines.
+ Ability to work under general supervision.
+ Ability to maintain attention to detail.
+ Ability to follow policy and procedure.
+ Ability to sort information and file in alphabetical order.
+ Ability to file documentation appropriately and in an organized manner.
+ Ability to adapt well to change.
+ Ability to respond promptly and professionally to internal customer needs.
+ Ability to demonstrate accuracy, thoroughness and timeliness in work.
+ Ability to follow departmental schedules and timelines.
+ Skill in using computer and Microsoft Word and Excel.
Basic Qualifications
+ High school diploma or equivalent required.
+ Minimum of one (1) year of experience with computers, including experience with Microsoft Word and Excel, required.
Job Expectations
Job Expectations: O perate customary equipment and technology used in a business environment, with or without accommodation.
Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.
EEO Statement
Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.
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Loan Documentation and Processing Analyst Secondary Loan Trading

19720 Wilmington Manor, Delaware Citigroup

Posted today

Job Viewed

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Job Description

The Loan Doc & Proc Assoc Analyst is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Individual must be accountable, ethical, results oriented, trustworthy, and credible. This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
**Responsibilities:**
+ This role will manage preparing and reviewing loan documentation while providing support to a variety of tasks related to the loan process.
+ Activities will include independently processing and closing loans within a complex loan operations environment.
+ Involves in providing day-to-day loan transactional processing which may include booking cash transactions and making payments, performing loan reconciliations, input of general ledger entries and (complex) calculations
+ Possible interaction with other counterparties around positions and outstanding balances/claims
+ Supports an expansive and/or diverse array of products (risk and control) /services.
+ Follows established procedures to identify and resolve problems related to loan documentation/processing activities that require investigation or research.
+ Make recommendations to management to support process improvement.
+ Resolves problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
+ Designs and analyses moderately complex loan documentation reports to satisfy management requirements, support/control activities, and the launch of products/services.
+ Makes evaluative judgments based on the analysis of factual information, and provides assistance in the implementation of loan documentation process improvements.
+ Minimizes risk to the bank through increased knowledge of procedural requirements - understands and monitors errors to suggest solutions to reduce errors, and to adhere to audit and control policies. Often related, but not limited to loan documentation processes.
+ Timely management and escalation of all requests and issues related to loan processing
+ Has direct interaction with external customers to disseminate or explain information
+ Demonstrates an intermediate level of understanding of products and processes, and of how duties relate/integrate with others in the team and closely related teams
+ Demonstrates an excellent knowledge of Bank related systems
+ Utilizes communication, diplomacy and interpersonal skills to interact with colleagues and stakeholders, and to exchange potentially complex/sensitive information, while sensitive to audience diversity
+ Individuals at this level exhibit executional capabilities
+ 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 behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 0-2 years of experience
+ Basic knowledge of Business Processes, Systems and Tools used in the Loan Process
+ Demonstrate understanding of Loan Processes, Procedures, Products and Services
+ General awareness of managing, preparing, and reviewing loan documentation
+ Able to identify, mitigate, manage, resolve, and escalate risks and issues
+ Awareness of risk types, policies and control measures and processes
+ Comply with applicable laws, rules, and regulations, and adhering to Policies
**Education:**
+ Bachelor's/University degree or equivalent experience
---
**Job Family Group:**
Operations - Transaction Services
---
**Job Family:**
Loan Documentation and Processing
---
**Time Type:**
Full time
---
**Primary Location:**
New Castle Delaware United States
---
**Primary Location Full Time Salary Range:**
$48,840.00 - $68,160.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
**Anticipated Posting Close Date:**
Oct 16, 2025
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
View Now

Customer Service Representative - Financial Services

28025 Concord, North Carolina TTEC

Posted 2 days ago

Job Viewed

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Job Description

Your potential has a place here with TTEC's award-winning employment experience. As a **Customer Service Representative - Financial Services** , **working onsite in Concord, NC** you'll be a part of bringing humanity to business. #experienceTTEC.
You'll provide white glove support to customers of an asset and wealth management company that combines the entrepreneurial spirit of a start-up with more than 150 years of experience.
Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work® certification in the United States says it all!
**What You'll be Doing**
Do you have a passion for helping others navigate through their online banking needs? Whether it's getting answers for customers quickly, consulting on products, or finding resolutions for their issues with a smile, you'll be the difference between their customer experience being just average or an exceptional one.
**During a Typical Day, You'll**
+ Answer questions about products via phone while providing website navigation support and assisting with the application process
+ Access multiple electronic systems at once and document steps taken to efficiently and accurately complete the request
+ Meet established goals for all performance metrics including call quality, productivity, and schedule adherence
+ Participate in projects or process improvements to drive operational excellence
**What You Bring to the Role**
+ 1 year of customer service experience
+ High school diploma or equivalent
+ Recognize, apply and explain your product or service knowledge
+ Computer experience
+ Proficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook)
**What You Can Expect**
+ Supportive of your career and professional development
+ An inclusive culture and community minded organization where giving back is encouraged
+ A global team of curious lifelong learners guided by our company values
+ Base wage of $19 per hour plus performance bonus opportunities
+ And we have a healthy benefits package based on your position that could include PTO, tuition reimbursement, health and wellness incentives
Visit for more information.
**A Bit More About Your Role**
We're committed to ensuring you have the skills and support to be successful in your role throughout your career. From your first day in training, through individualized webcam-enabled, engagement and coaching, on into 1000s of free courses to support your career growth wherever that may take you. And we know that you bring with you the one necessary ingredient that can't be taught - a caring and supportive nature that will shine through as you help customers. Our TTEC community is here for you as one dynamic, global family.
You'll report to a Team lead. You'll contribute to the success of the customer experience and the overall success of the team.
**About TTEC**
Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you.
TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.
**Job:** __Customer Care Representative_
**Title:** _Customer Service Representative - Financial Services_
**Location:** _NC-Concord_
**Requisition ID:** _047VN_
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