Citi · 6 hours ago
Loan Trading Operations Manager
Tampa Florida United States
Full-time
Hybrid
Director/Executive
$120K/yr - $180K/yr
10+ years expCiti is a global bank that is seeking a Loan Trading Operations Manager to lead and direct a team of professionals in the Loan Doc & Proc Group. The role involves managing complex loan documentation processes, ensuring compliance, and facilitating relationships with internal and external clients while driving operational efficiency and risk management.
BankingFinanceFinancial Services
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. Accountable for management of a complex /critical/large professional disciplinary area within loan documentation. Serves as a strategic partner with other businesses and strives to facilitate their success
Supports a wide range of internal clients (product, sales, client delivery, and technology) and external corporate clients
Involved in short-to-medium-term planning of actions and resources, and exercises control over resources, budget, policy formulation and planning
Applies comprehensive understanding of concepts and procedures within loan documentation and sound knowledge of other areas (cash management/treasury etc.), to resolve issues that have impact beyond own area
Manages complex and highly variable issues associated with loan documentation with significant potential impact across multiple operations areas, weighing various alternatives and balancing potentially conflicting needs
Liaises with various stakeholders on varying matters
Leads change-the-bank projects, resolves escalated issues and/or offers solutions at an advanced level
Serves as analytical and/or procedural expert representing loan documentation on cross functional processes or project deliverables
Provides in-depth and sophisticated analysis to define problems, develop innovative solutions, and streamline processes, in order to increase productivity and efficiencies with cost-saving opportunities
Closely follows trends in loan documentation and adapts them for application within own job and the business
Builds effective relationships with clients; facilitates, influences and enables change
Implements and manages a successful risk/control environment related to loan documentation processes
Manages compliance efforts to follow policies and procedures, as well as contributing to defining standards
Keeps abreast of Citi's operational processes and best practices in business strategy
Acts as an advisor to provide guidance and coaching to new or junior level staff
Has direct responsibility for developing and maintaining key stakeholder relationships (internal and external)
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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards
Qualification
Required
Reasonable knowledge of Business Processes, Systems and Tools used in the Loan Process
Advanced understanding of Loan Processes, Procedures, Products and Services
General awareness of managing, preparing, and reviewing loan documentation
Expert in identifying, mitigating, managing, resolving, and escalating risks and issues
In-depth awareness of risk types, policies and control measures and processes
Comply with applicable laws, rules, and regulations, and adhering to Policies
Preferred
10+ years preferred
Master's degree preferred
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.
10001+ employees
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)
Funding
Current Stage
Late StageLeadership Team
James Monahan
Managing Director / Global Head of Asset Servicing
Naveed Sultan
Managing Director, Chairman, Institutional Clients Group
Recent News
2026-01-20
2026-01-15
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