Documentation Business Analyst – C11, Officer, Ref Data Inte...

Tampa, FL
30+ days ago

Job Description

This role is for a business analyst with a strong track record of delivering a high quality performance. Key areas of focus will include:

  • Interact with Bankers across various lines of business with mutual goal in collecting and ensuring documentation completeness across firm business activities
  • Enforce of documentation policy requirements as applicable by product, process and regional jurisdiction
  • Facilitate collaboration with appropriate subject matter experts to obtain specific documentation requirements and identification of documentation classification and taxonomy
  • Acquire documentation meta-data requirements and enhancement thereof to aid in extraction reports for use by the Business
  • Maintain and remediate document metadata and related exceptions
  • Aid team members with documentation expertise to allow for training sets to be collated for AI model to drive auto-classification of documents
  • Drive forward data quality / integrity / validation and issue resolution; extensive liaison between Business and O&T
  • Identify opportunities to improve process flows leveraging LEAN processes and identifying any opportunities for Robotics


  • Experience in business analysis within fast paced Financial Services team
  • Experience of working within a joint services function with a diverse client base
  • Demonstrated experience of optimization in processes (legal/regulatory adherence an advantage)
  • Strong knowledge of the Citi environment, understanding of products and services offered preferred
  • Proven ability to interpret, anticipate and implement change


  • Solid organizational skills including strong attention to detail and the ability to multi-task effectively
  • Excellent communication, interpersonal and relationship building skills
  • Willingness to own an issue and bring it to completion
  • Good knowledge of MS Office Suite, including strong proficiency in Excel and PowerPoint
  • Achieving/ Driving Results: Analytical skills for work flow, process and systems analysis
  • Execution focused, overcomes obstacles and minimizes bureaucracy

Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience.


Job Family Group:

Operations - Core


Job Family:

Document Support


Time Type:


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.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting


Not sure if you qualify?

Uvaro is here to help you land great jobs like this one.

Upgrade your skills

Other Jobs

Rise People

Rise is Canada’s complete people management solution that gives employers everything they need to build loyal and productive teams—all in one place. We collaborate and co-create to build solutions that completely change how companies of all shapes and sizes manage their payroll, scheduling, time tracking, group benefits, recruitment, onboarding, and more.

Vancouver, BC

1+ years of successful sales development experienced experience in B2B software or B2C services is a plus. Ability to work occasional evenings or weekends.

Waterloo, ON / Remote
Freshworks Inc

About Freshworks: Freshworks makes it fast and easy for businesses to delight their customers and employees. We do this by taking a fresh approach to building and delivering software that is affordable, quick to implement, and designed for the end-user. More than 50,000 companies -- from startups to public companies -- around the world use Freshworks software-as-a-service to enable a better customer experience (CRM) and employee experience (ITSM, HRSM). Headquartered in San Mateo, California, Freshworks has a dedicated team operating from 13 global locations to serve customers, including American Express, Sony, Vice Media, TaylorMade, Sotheby’s, Stitchfix, OfficeMax, Multichoice, Delivery Hero, ITV, and Klarna. Freshworks transforms the way world-class organizations collaborate with customers and co-workers. The suite includes Freshdesk (omnichannel customer support), Freshsales (sales automation), Freshmarketer (marketing automation), Freshservice (IT service desk), Freshteam (HR management system). Overview: We are looking to hire smart and passionate folks for our inside sales team. The inside sales team are responsible for engaging with prospects and driving sales in the SMB segment. They understand the needs and requirements and collaborate with internal teams to help ensure a smooth sales process. This role is based out of Chennai. Responsibilities (What you'll be expected to do): - Qualify and prospect inbound leads generated by the lead generation team. - Be responsible to convert trial prospects to paid customers through enthusiastic customer engagement. - Own individual targets and work towards generating new revenue. - Collaborate with other appropriate internal teams and represent the customers to solve their business requirements. - Work with various internal stakeholders and achieve team targets. Requirements (What we look for in candidates): Must-haves: - 1-3 years of work experience in any customer-facing sales role. - Clear, concise, and effective written and oral communication skills. - Empathy towards customers and understanding their needs. - Interest, curiosity, and openness to learning new technologies. - Good interpersonal skills and ability to collaborate with internal stakeholders as well as end customers. - Learning mindset and the right attitude that will help you thrive and adapt in a fast-paced, performance-driven environment. - Flexibility in working in different shifts/regions. This is absolutely mandatory because you will be expected to work in a specific shift for a minimum of two years. Good to have: - Prior work experience in SaaS product companies in domains relevant to Freshworks' suite of products. - The proven track record of consistency in overachieving targets.

6 hours ago
Tamil Nadu Chennai