Citi
Transaction Manager, Credit Financing/Lending- Vice President
Citi, Tampa, Florida, us, 33646
Transaction Manager, Credit Financing/Lending – Vice President
Transaction Manager will be responsible for supporting multiple aspects of the lending lifecycle including loan closing and servicing coordination, facilitating complex client onboarding, data management, and quality control. The team will be accountable for operational oversight of all loan transactions within the Credit Financing (CF) under Spread Products business division, ensuring all internal and external requirements are met.
Responsibilities
Actively manage and maintain a deal closing pipeline of loan transactions covering securitization asset managers portfolio.
Support loan origination and lifecycle management, including large, complex syndicated and bilateral loans.
Take ownership of portfolio and review Borrowing Base eligibility and approve daily funding requests from CF clients.
Proactively seek opportunities to develop the team and subject matter expertise, and participate in initiatives to implement changes.
Ensure quality of data, controls, and processes 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.
Constantly improve processes, controls and efficiencies within the group across the loan lifecycle.
Participate in projects to enhance performance and efficiency.
Support team lead and serve as escalation point for loan remediation and loan system testing/migrations.
Coordinate and close loan transactions/lifecycle events, capture data, store documentation, troubleshoot issues/roadblocks, perform quality control.
Qualifications
6‑10 years of experience in investment banking, corporate banking and structured lending.
Works well under fast‑paced environments, tight deadlines, managing priorities, and completing tasks with minimal management follow‑up.
Excellent communication, organizational and interpersonal skills.
Quantitative skills with high proficiency in Excel and other Microsoft programs.
Experience with AI and Tableau tools.
Experience with Loan IQ, transaction capture tools, etc.
Attention to detail.
Analytical and problem‑solving abilities.
Client relationship and solution skills, preferably at large financial institutions.
Additional Qualifications
Knowledge of substantially grown private credit markets, broadly syndicated loan (BSL) and middle market.
Strong knowledge of wholesale loan (syndicated/bilateral) product and business, including 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, elevate, and propose solutions to problems.
Ability to multi‑task through strong organizational and time‑management skills while continuously following up with stakeholders.
Comprehensive understanding of 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 change frequently.
Education
Bachelor’s/University degree; Master’s degree preferred.
Job Details Job Family Group: Operations – Transaction Services. Job Family: Transaction Capture Services. Time Type: Full time. Primary Location: Tampa, Florida, United States. Salary Range: $103,920.00 – $155,880.00. Benefits include medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off including vacation, sick leave, and paid holidays.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation, view Citi’s EEO Policy Statement and the Know Your Rights poster.
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Responsibilities
Actively manage and maintain a deal closing pipeline of loan transactions covering securitization asset managers portfolio.
Support loan origination and lifecycle management, including large, complex syndicated and bilateral loans.
Take ownership of portfolio and review Borrowing Base eligibility and approve daily funding requests from CF clients.
Proactively seek opportunities to develop the team and subject matter expertise, and participate in initiatives to implement changes.
Ensure quality of data, controls, and processes 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.
Constantly improve processes, controls and efficiencies within the group across the loan lifecycle.
Participate in projects to enhance performance and efficiency.
Support team lead and serve as escalation point for loan remediation and loan system testing/migrations.
Coordinate and close loan transactions/lifecycle events, capture data, store documentation, troubleshoot issues/roadblocks, perform quality control.
Qualifications
6‑10 years of experience in investment banking, corporate banking and structured lending.
Works well under fast‑paced environments, tight deadlines, managing priorities, and completing tasks with minimal management follow‑up.
Excellent communication, organizational and interpersonal skills.
Quantitative skills with high proficiency in Excel and other Microsoft programs.
Experience with AI and Tableau tools.
Experience with Loan IQ, transaction capture tools, etc.
Attention to detail.
Analytical and problem‑solving abilities.
Client relationship and solution skills, preferably at large financial institutions.
Additional Qualifications
Knowledge of substantially grown private credit markets, broadly syndicated loan (BSL) and middle market.
Strong knowledge of wholesale loan (syndicated/bilateral) product and business, including 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, elevate, and propose solutions to problems.
Ability to multi‑task through strong organizational and time‑management skills while continuously following up with stakeholders.
Comprehensive understanding of 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 change frequently.
Education
Bachelor’s/University degree; Master’s degree preferred.
Job Details Job Family Group: Operations – Transaction Services. Job Family: Transaction Capture Services. Time Type: Full time. Primary Location: Tampa, Florida, United States. Salary Range: $103,920.00 – $155,880.00. Benefits include medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off including vacation, sick leave, and paid holidays.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation, view Citi’s EEO Policy Statement and the Know Your Rights poster.
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