Citi Document Support Specialist 2 7:30-4:30 Mon-Fri in O'Fallon, Missouri

  • Primary Location: United States,Missouri,O'fallon

  • Education: High School Diploma/GED

  • Job Function: Operations

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: No

  • Job ID: 16059134


Document Support Specialist 2

Individuals in this job family are involved in providing day-to-day operational support. Activities include implementation support, administrative and operations coordination for the various products, programs and services offered by the business. Product management includes expanding Operations capabilities for new products and services. The job family facilitates alignment of the operations support infrastructure with focused technologies and processes. Includes user acceptance testing and platform rollouts. Individuals in this job family serve as liaisons between operations staff, product managers, relationship managers, portfolio managers, custodians, and clients. This job family would also include support activities dealing with record/documentation maintenance, storage & retrieval, account opening, imaging and administering/maintaining client accounts.


Perform Document Support Specialist 1 duties plus: Resolves moderately complex issues and escalates to the appropriate parties as required. Supports multiple business lines in multiple systems with a range of products/services. Ensures all documents that require follow-up with clients, modifications, or legal review, are completed within established procedures and timeframes; which may include verification of collateral in conjunction with credit approvals. As required, serve as contact for funding, booking, legal, and records management departments. Verifies customer packages before distribution to customer and provides assistance with ad hoc reporting and address escalated issues. Monitors workflow processes to ensure coordination for team assignments. Performs quality checks and assists with gathering of information used for management reporting. As required, produces complex loan/trade documents upon request. As required, provide training to new hires and/or lower level team members. Assist with other special projects as assigned.

About Citi

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.

Citi’s Mission and Value Proposition at explains what we do and Citi Leadership Standards at explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.

Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop to are widely available to all.


Full Time - Day Job

Special Skills and Certifications

Proficiency with MS Office and documentation support platforms.

Minimum Education

High school diploma or equivalent

Minimum Experience

Prior work experience that would provide a basic knowledge of the organization and its policies.