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Vice President - Wholesale Banking Loan Operations - Transaction Manager

https://www.citi.com/ Logo

Citi

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Location:
India, Mumbai

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided

Job Description:

Transaction Management will support multiple aspects of the lending lifecycle, including loan closing, servicing coordination, complex client onboarding, data management, and quality control. The role ensures operational oversight of all loan transactions within the division to meet all internal and external requirements. The position involves responsibilities such as team leadership, process design, operational and technological enhancements, and compliance with corporate policies.

Job Responsibility:

  • Perform leadership role relevant to building and developing the team supporting loan origination and lifecycle management
  • oversee processes, standards, procedures, controls, training, and transaction management implementation
  • design and implement technology including testing and rollout
  • provide training and support to transaction management staff and business stakeholders
  • partner with originating and coverage business lines, credit risk, operations, legal, etc.
  • ensure compliance with internal policies and regulatory requirements
  • define and implement operational metrics, risk, and control reviews
  • improve processes, controls, and efficiencies
  • lead projects for enhanced performance and efficiency
  • coordinate and close loan transactions/lifecycle events
  • manage deal closing pipeline
  • troubleshoot issues/roadblocks
  • perform quality control
  • manage risks and compliance, ensuring business transparency.

Requirements:

  • 10-12 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 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 in management/team lead capacity
  • building and developing teams within a large global team supporting wholesale lending at a large financial institution
  • strong knowledge of wholesale loan (syndicated/bilateral) product and business, including understanding of legal loan documentation, loan/funding mechanics, deal structure, and funds flows
  • substantial experience working with clients under time constraints to facilitate transactions
  • proven ability to collaborate with team members, senior management, and business constituents in a steering capacity
  • critical decision-making capabilities
  • ability to multi-task through strong organizational and time management skills
  • 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 frequently changing priorities.

Nice to have:

  • master’s degree preferred
  • Tableau proficiency or visualization tool familiarity
  • Loan IQ experience
What we offer:
  • global benefits package
  • extensive on-the-job training
  • exposure to senior leaders
  • volunteer opportunities
  • continuous professional development

Additional Information:

Job Posted:
May 27, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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