Citi · 3 weeks ago
Senior Transaction Manager, Institutional Credit Management-Senior Vice President
Citi is a global financial institution, and they are seeking a Senior Transaction Manager in Institutional Credit Management. The role involves overseeing the lending lifecycle, ensuring compliance with internal and external requirements, and leading a team dedicated to loan origination and transaction management.
BankingFinanceFinancial Services
Responsibilities
Perform leadership role relevant to the build and development of the team supporting loan origination and lifecycle management which includes large complex syndicated and bilateral loans covering but not limited to corporate, commercial, real estate, structured lending and trade
Create processes, standards, procedures, controls, training, and implementation of transaction management
Design and implement technology including testing and rollout
Produce and provide training and support to transaction management staff and business constituents
Partner with each of the originating and coverage business lines, credit risk, operations, legal, etc to ensure strategic vision is enabled
Ensure that quality of data, controls and processes performed meet internal policies and regulatory requirements/expectations, via staff management
Work with lines of business, transaction management, and loan operations to define and implement operational metrics and risk and control reviews to ensure all stakeholders have end to end transparency
Constantly improve processes, controls and efficiencies within the group and front to back across loan lifecycle
Lead projects to enhance performance and efficiency
Leadership role and serve as escalation relevant to loan remediation and loan system testing / migrations
Actively manage and maintain a deal closing pipeline of loan transactions
Coordinate and close loan transactions/lifecycle events, capture data, store documentation, troubleshoot issues/roadblocks, perform quality control
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
Qualification
Required
10+ years of experience
Individual must have excellent communication, organizational and interpersonal skills
Individual must work well under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow up
Candidate has quantitative skills with a high proficiency with Excel and other Microsoft based programs
Tableau or visualization tool familiarity
Experience with Loan IQ, transaction capture tools, etc
Keen attention to detail
Developed analytical and problem-solving abilities
Client relationship and solution skills
People management experience
Corporate/Commercial Lending
Bachelor's/University degree, Master's degree preferred
Preferred
Experience in management/team lead capacity, building and developing teams within a large global team supporting wholesale lending at large financial Institution
Strong knowledge of wholesale loan (syndicated / bilateral) product and business, including an understanding of legal loan documentation, loan / funding mechanics, deal structure, funds flows, etc
Substantial experience working with clients under time constraints to facilitate a transaction or process
Proven ability to collaborate with team members, Senior management and other business constituents in a steering capacity
Critical decision-making capabilities including the ability to identify, escalate, and propose solutions to problems
Ability to multi-task through the practice of strong organizational and time management skills with experience in continuously following-up with various stakeholders
Comprehensive understanding and awareness of appropriate corporate and regulatory policies in relation to Lending
Deep knowledge of operational processes supporting Wholesale lending
Focus on achieving/exceeding key operating standards within a KPI/metrics driven culture
Ability to work in an environment where priorities are frequently changing
Benefits
Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
Company
Citi
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
H1B Sponsorship
Citi has a track record of offering H1B sponsorships. Please note that this does not
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Funding
Current Stage
Late StageLeadership Team
Recent News
2026-01-11
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