Wholesale Lending Transaction Manager

4 weeks ago


Bengaluru, Karnataka, India 12542 Citicorp Services India Private Limited Full time

At Citi, we are committed to supporting your growth and development in your career. As a Wholesale Lending Transaction Manager, you will have the opportunity to expand your skills and make a difference at one of the world's most global banks. We provide extensive on-the-job training and exposure to senior leaders, as well as traditional learning opportunities.

You will be responsible for supporting multiple aspects of the lending lifecycle, including loan closing and servicing coordination, client onboarding, data management, and quality control. You will work closely with lines of business, transaction management, and loan operations to ensure all stakeholders have end-to-end transparency.

In this role, you are expected to:

  • Contribute to the build and development team to support loan origination and lifecycle management.
  • Assist with the creation of processes, standards, procedures, controls, training, and implementation of transaction management.
  • Design and implement technology, including testing and rollout.
  • 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.
  • Ensure that quality of data, controls, and processes performed meet internal policies and regulatory requirements/expectations.
  • Work with lines of business, transaction management, and loan operations to define and implement operational metrics and risk and control reviews.
  • Constantly improve processes, controls, and efficiencies within the group and front to back across loan lifecycle.
  • Participate in projects to enhance performance and efficiency.
  • Take part in 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.

As a successful candidate, you would ideally have the following skills and experience:

  • 8-11 years of experience.
  • Excellent communication, organizational, and interpersonal skills.
  • Ability to work well under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow-up.
  • Quantitative skills with a high proficiency in 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.
  • Experience within a large global team supporting wholesale lending at a large financial institution.
  • Knowledge of wholesale loan (syndicated/bilateral) product and business, including an understanding of legal loan documentation, loan/funding mechanics, deal structure, funds flows, etc.
  • 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.
  • 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.
  • Understanding and awareness of appropriate corporate and regulatory policies in relation to lending.
  • Deep understanding 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.

Education: Bachelor's/University degree or equivalent experience.

Global Benefits: We provide programs and services for your physical and mental well-being, including access to telehealth options, health advocates, confidential counseling, and more. Coverage varies by country.

We have a variety of programs that help employees balance their work and life, including generous paid time off packages.

Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community, and make a real impact.

Take the next step in your career, apply for this role at Citi today.

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.



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