Citigroup Inc.
Transaction Manager, Credit Financing/Lending- Vice President
Citigroup Inc., Tampa, Florida, us, 33646
Transaction Manager will be responsible for supporting multiple aspects of the lending lifecycle including but not limited to loan closing and servicing coordination, facilitating complex client onboarding, data management, and quality control. The team will be accountable for operational oversight of the closing and servicing of all loan transactions of the Credit Financing (CF) under Spread Products business division being supported to ensure all internal and external requirements are met.
Responsibilities
Actively manage and maintain a debt 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, 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 in 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
Qualifications
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
Additional qualifications which will be considered are:
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, elevate, 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
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
Primary Location Full Time Salary Range: $103,920.00 - $155,880.00
Anticipated Posting Close Date: Dec 31, 2025
In addition to salary, Citi’s offerings may also include for eligible employees discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits including medical, dental & vision coverage; 401(k); life, accident and disability insurance; and wellness programs. Citi also offers paid time off packages including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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 to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
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Responsibilities
Actively manage and maintain a debt 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, 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 in 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
Qualifications
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
Additional qualifications which will be considered are:
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, elevate, 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
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
Primary Location Full Time Salary Range: $103,920.00 - $155,880.00
Anticipated Posting Close Date: Dec 31, 2025
In addition to salary, Citi’s offerings may also include for eligible employees discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits including medical, dental & vision coverage; 401(k); life, accident and disability insurance; and wellness programs. Citi also offers paid time off packages including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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 to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
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