PowerToFly
Transaction Manager, Credit Financing/Lending- Vice President
PowerToFly, Tampa, Florida, us, 33646
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 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 Non-Core Qualifications
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 Education
Bachelor’s/University degree, Master’s degree preferred Location
Tampa, Florida, United States Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their 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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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 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 Non-Core Qualifications
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 Education
Bachelor’s/University degree, Master’s degree preferred Location
Tampa, Florida, United States Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their 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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