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Citi · 3 weeks ago

Transaction Manager, Credit Financing/Lending- Vice President

Tampa Florida United States

Full-time

Hybrid

Mid, Senior Level

$104K/yr - $156K/yr

6+ years exp

Citi is a leading global bank, and they are seeking a Transaction Manager to support multiple aspects of the lending lifecycle. The role involves managing loan transactions, ensuring compliance with internal policies, and improving operational processes.

BankingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Actively manage and maintain a deal closing pipeline of loan transactions covering securitization asset managers portfolio

Support loan origination and lifecycle management which includes large complex syndicated and bilateral loans

Take ownership of portfolio and review Borrowing Base eligibility and approve daily funding request from CF clients

Proactively seek out opportunities to develop the overall team and develop subject matter expertise and participate in initiatives to implement changes

Ensure that quality of data, controls and processes performed meet internal policies and regulatory requirements/expectations, via staff management

Work with lines of business, loan operations, transformation and internal audit 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

Participate projects to enhance performance and efficiency

Support team lead and serve as escalation relevant to loan remediation and loan system testing / migrations

Coordinate and close loan transactions/lifecycle events, capture data, store documentation, troubleshoot issues/roadblocks, perform quality control

Qualification

Investment banking experienceStructured lending experienceLoan IQ proficiencyExcel proficiencyAITableau familiarityAnalytical skillsClient relationship skillsProblem-solving skillsOrganizational skillsInterpersonal skills

Required

6-10 years of experience at investment banking, corporate banking and structured lending

Individual must work well under fast-paced environment, tight deadlines, manage priorities, and complete assigned tasks with minimal management follow up

Individual must have excellent communication, organizational and interpersonal skills

Candidate has quantitative skills with a high proficiency with Excel and other Microsoft based programs

AI and Tableau 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 preferably at large financial institutions

Preferred

Knowledge of substantially grown Private Credit markets, Broadly Syndicated Loan (BSL) and Middle Market (MM)

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

Glassdoor3.8

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Founded in 1812

San Antonio, Texas, USA

10001+ employees

https://www.citi.com

H1B Sponsorship

Citi has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1386)

2024 (849)

2023 (1375)

2022 (1117)

2021 (876)

2020 (901)