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Underwriter - Business & Professional Services

https://www.citi.com/ Logo

Citi

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Location:
United States , New York ▼

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Category:
Banking

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Contract Type:
Not provided

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Salary:

129840.00 - 194760.00 USD / Year
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Job Description:

Citi’s US Commercial Bank (CCB) is a rapidly growing business, targeting emerging, mid- and larger-sized companies with annual revenue generally from $100 million to $3 billion. To facilitate the CCB’s wholesale lending activities, Commercial Lending Management (CLM) serves as an in-business credit function organized around our strategic industries and global target market approach. CLM plays a critical role of the client delivery model for the CCB, translating thought-leadership, industry and product expertise, and an end-to-end ownership of the credit relationship into best-in-class lending solutions. We are seeking a dynamic and motivated credit professional to join the US CLM Business & Professional Services team. The position reports directly to the US CLM Business & Professional Services Subsector Head.

Job Responsibility:

  • Facilitate the end- to- end lending process within the US CCB for the assigned relationships and portfolio
  • Ensure appropriate regulatory classification and minimizing net credit losses for covered portfolio, as well as identify emerging areas of concerns that should be escalated
  • Provide accountability for decisioning using credit covering approval authority in tandem with Independent Risk
  • Directly manage the analysis and workflow of underwriting requests for new-to-bank and existing credit relationships, including pre-screening opportunities, facilitate amendments and , extensions, perform annual reviews and other credit requests, including the related diligence
  • Provide CLM covering authority approval in tandem with Independent Risk
  • Manage the workflow of underwriting requests for new to bank and existing credit relationships including draft term sheet with the Relationship Managers (RM), amendments, extensions, annual reviews and other credit requests
  • Lead the timely analysis and preparation of monthly and/or quarterly financial memo reviews of existing borrowers to track compliance with loan covenants, raising potential concerns and taking necessary actions in partnership with other key stakeholders for the assigned portfolio
  • Lead Direct and supervise the loan documentation process for both new transactions and amendments or modifications
  • including coordination with relationship managers internal partners , Commercial Lending Specialist and inside and/or outside legal counsel to ensure that all credit approval terms and conditions are appropriately dimensioned represented in the closing documents
  • Conduct periodic client calls on all portfolio clients and select new to bank opportunities in partnership with the Relationship Manager
  • Develop and maintain an extensive knowledge in the various credit products and services offered to CCB clients
  • Mentor and develop junior staff to become effective resources and future Credit Officers and Bankers
  • Recommend changes to improve existing processes to achieve greater efficiency and controls
  • Work proactively, and in a constructive and diplomatic manner, with internal and external stakeholders to keep transactions moving forward and in accordance with appropriate controls

Requirements:

  • 5+ years of experience in credit underwriting, portfolio and/ or risk management with a large multinational financial services organization is required
  • Demonstrated knowledge of intermediate accounting theory and its practical application in the credit underwriting process
  • Excellent communication (written, verbal, presentation and listening) and organizational skills
  • ability to complete multiple priorities in a timely manner
  • Strong credit sense and ability to articulate a view, work across a range of credit products, with experience in early problem recognition and resolution skills
  • Demonstrates learning agility: Seeks out resources and experience to continually build knowledge/skills
  • quickly and successfully applies learning to new situations
  • Reaches decisions in a timely and transparent manner, knows when enough information has been collected to make sound decisions, takes calculated risks with the confidence to defend their credit view
  • Proficient in various spreadsheet and word processing applications
  • Bachelor’s degree
  • advanced degree(s) and other certifications considered but not required
What we offer:
  • 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
  • discretionary and formulaic incentive and retention awards

Additional Information:

Job Posted:
February 28, 2026

Expiration:
March 03, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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