Loans Agency Transaction Manager

Citi; Greater London; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A global financial institution is seeking a motivated candidate for a role in their Loan's Agency Team. The successful applicant will be responsible for liaising with clients, managing loan portfolios, and providing guidance to the team. Key requirements include excellent communication and organizational skills, as well as proficiency in Excel and LoanIQ. This position offers a hybrid working model, competitive salary, and various benefits including generous holiday allowance, private medical insurance, and a pension plan.

Benefits

Generous holiday allowance starting at 27 days

Discretionary annual performance-related bonus

Private medical insurance

Employee Assistance Program

Pension Plan

Paid Parental Leave

Special discounts for employees

Qualifications

• Individual must excel in communication and interpersonal skills.
• Ability to manage priorities under tight deadlines with minimal supervision.
• Proficiency with Excel and transaction capture tools.

Responsibilities

• Liaise with arrangers and lawyers to review loan documentation.
• Attend meetings with front office personnel to clarify responsibilities.
• Manage individual loan portfolio and co-ordinate transactions.

Skills

Excellent communication skills

Organizational skills

Interpersonal skills

Quantitative skills

Attention to detail

Tools

Excel

LoanIQ

Job description

Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in analysis, problem solving and communication to Citi’s Loan’s Agency Team.

By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Role Overview:

This is a role within the Syndicated Loans Agency department (within Transaction Management). The successful candidate will have be confident in their communication skills dealing with customers globally.

What you'll do

• Liaise with arrangers, lawyers and the originating business areas in the review and negotiation of complex draft loan / credit documentation from an operational, legal and agent’s role perspective. Provide comments, requests for amendments, and feedback as necessary.
• Attend meetings/calls with front office personnel to ensure understanding of the responsibilities of the agent role for individual transactions.
• Provide guidance to clients and business where required
• Co-ordinate with business partners in other products to arrange transactions to meet clients’ requirements.
• Liaise with Business and external lawyers to ensure Conditions Precedent to drawings have been met
• Prepare working summary for Agency Operations highlighting deal specific nuances.
• Provide relevant data to enable Agency Operations to create an accurate record of all facilities in LoanIQ
• Syndicated Loan Admin - Portfolio Servicing
• Management of individual loan portfolio.
• Assist Agency Operations team with the processing of non-vanilla drawdowns.
• Interaction with any other relevant internal departments, including Internal Legal, Compliance, Tax, Trade, Agency and Trust, where necessary.
• Communication with Borrower, Lenders, Export Credit Agencies and other relevant parties in day-to-day issues /queries.
• Receive, review and manage all waiver/ amendment requests received from borrower / lenders, including actual or potential Events of Default. Negotiate on syndicate’s behalf where necessary and oversee calls and meetings with syndicate. Maintain the central record of outstanding amendments and waivers and also log all activity for the same.
• Co-ordinate and lead event driven calls with lenders/lawyers
• Review and sign off of documentation and system/record updates in relation to any secondary debt trades/transfers
• Provide guidance and assistance to junior and less experienced members of team.
• Maintain all records, including lenders’ credit contact lists, and maintain both electronic and hard copy filing for portfolio.

What we need from you

• Individual must have excellent communication, organizational and interpersonal skills.
• Individual must work well under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow up.
• Candidate has quantitive skills with a high proficiency with Excel and other Microsoft based programmes
• Experience with LoanIQ, transaction capture tools etc
• Keen attention to detail
• Developed analytical and problem-solving abilities
• Client relationship and solution skills

Additional non-core qualifications which will be considered are:

• Experience within a large global team supporting wholesale lending at large financial Institution
• Knowledge of wholesale loan (syndicated / bilateral) product and business, including an understanding of legal loan documentation, loan / funding mechanics, deal structure, funds flows, etc.
• 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
• Critical decision-making capabilities including the ability to identify, escalation, 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
• Understanding and awareness of appropriate corporate and regulatory policies in relation to Lending
• Deep understanding of operational processes supporting Wholesale lending
• Focus on achieving/exceeding key operating standards within a KPI/metrics driven culture

What we can offer you

We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well.

By joining Citi London, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as:

· Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure

· A discretional annual performance related bonus

· Private medical insurance packages to suit your personal circumstances

· Employee Assistance Program

· Pension Plan

· Paid Parental Leave

· Special discounts for employees, family, and friends

· Access to an array of learning and development resources

Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.

Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities.

*Closing date for applications: 19th December 2025*

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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.