SVP, Loan Documentation & Processing Group Manager

Citibank (Switzerland) AG; India; On-site; Confidential; Full time

Benefits offered by this job

Telehealth options

Paid parental leave

Learning & development resources

Job summary

Citi is seeking a senior leader to helm the Loan Documentation & Processing Group within Wealth Loans Operations. This executive role requires shaping the strategic vision, guiding end‑to‑end loan lifecycle activities, and driving transformation through automation and analytics.

The candidate will partner with risk, legal, product, and technology teams to ensure efficient processing, accuracy, and strong client satisfaction across global lending programs.

Qualifications

• Banking experience with large-scale lending operations and performance leadership.
• Strong knowledge of loan documentation, credit agreements, and regulatory expectations.
• Experience delivering enterprise‑level programs in global financial institutions.

Responsibilities

• Define and execute strategic vision for Wealth NAM Loans Operations.
• Oversee full lending lifecycle: onboarding, documentation, funding, servicing, and closure.
• Lead modernization via automation, AI, analytics, and platform enhancements.
• Maintain robust risk controls, governance, and regulatory compliance.
• Engage executive stakeholders and drive cross‑functional alignment.
• Monitor KPIs, SLAs, and drive performance and client satisfaction.

Skills

Loan documentation

Securities‑Based Lending

Executive leadership

Operational risk management

LoanIQ / lending platforms

Education

Bachelor's degree in Finance, Business Administration, Economics, or Accounting

CA / MBA / CFA / FRM or equivalent

Tools

LoanIQ

Flexcube

Job description

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world’s toughest challenges. We’re currently looking for a high caliber professional to join our team as SVP, Loan Documentation & Processing Group Manager. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance: Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country. We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world. We empower our employees to manage their financial well-being and help them plan for the future. Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.

Key Responsibilities

• Strategic Leadership & Organizational Management Define and execute the strategic vision and operating model for Wealth NAM Loans Operations in alignment with business objectives and regulatory requirements. Lead and develop a high-performing organization, fostering a culture of accountability, collaboration, innovation, and continuous improvement. Establish organizational priorities, performance goals, workforce strategies, and succession plans to support long-term business growth. Oversee resource management, organizational design, and budget utilization to ensure operational efficiency and scalability. Serve as a senior member of the Wealth Operations leadership team, contributing to enterprise-wide initiatives and strategic decision-making.
• Loan Lifecycle Management Provide executive oversight across the full lending lifecycle, including onboarding, documentation review, booking, funding, servicing, amendments, and loan closure activities. Ensure effective execution of Agency, Syndicated, Bilateral, Structured Lending, and Securities-Based Lending transactions. Partner with Relationship Managers, Credit Officers, Product teams, Legal Counsel, and market participants to facilitate timely transaction execution. Oversee servicing activities including principal and interest processing, fee administration, drawdowns, repayments, reference rate resets, amendments, and portfolio maintenance. Maintain high standards of operational accuracy, service quality, and client satisfaction.
• Transformation, Automation & Operational Excellence Lead strategic initiatives that modernize lending operations, including Loan IQ adoption, workflow digitization, lending platform enhancements, and operating model redesign. Champion the use of automation, artificial intelligence, machine learning, advanced analytics, and emerging technologies to improve productivity and control effectiveness. Drive process standardization, simplification, and scalability across products and operational functions. Establish continuous improvement frameworks that enhance efficiency, quality, employee experience, and operational resilience. Support business expansion and product innovation through scalable operational capabilities and technology-enabled solutions.
• Risk, Controls & Governance Maintain a robust operational risk and control framework aligned with regulatory expectations and enterprise risk standards. Ensure effective governance, issue management, quality assurance, escalation, and control-monitoring practices across the organization. Identify and mitigate operational, regulatory, and control risks while ensuring sustainable remediation of identified issues. Partner with Risk, Compliance, Legal, and Audit functions to support examinations, audits, regulatory reviews, and corrective action programs. Promote a culture of ownership, transparency, and disciplined risk management.
• Executive Stakeholder Management Serve as the senior operational representative for Wealth Loans Operations across business, product, technology, and control functions. Build trusted partnerships with senior stakeholders and influence strategic decisions through business insights and operational expertise. Represent Loans Operations in governance committees, executive reviews, regulatory engagements, and transformation programs. Communicate business performance, operational risks, and strategic priorities effectively to executive audiences. Drive alignment and execution across highly matrixed organizations.
• Business Performance & Strategic Delivery Deliver business objectives by balancing growth, client service, operational capacity, risk management, and financial performance. Establish and monitor key performance indicators, service level agreements, productivity measures, and client service metrics. Ensure operational readiness for new products, platform implementations, and strategic business initiatives. Leverage data and analytics to drive decision-making, improve operational performance, and identify opportunities for optimization. Provide subject matter expertise for enterprise-wide lending initiatives and strategic programs.
• Regulatory Compliance & Conduct Ensure adherence to applicable laws, regulations, corporate policies, and governance requirements. Demonstrate sound judgment and uphold the highest standards of integrity, ethics, and professional conduct. Protect Citi, its clients, and reputation through proactive issue escalation, effective risk management, and disciplined regulatory execution.

Requirements

• Experience 15+ years of progressive experience in commercial lending operations, wealth lending, Securities-Based Lending, credit operations, or related financial services functions. 7+ years of senior leadership experience managing large-scale, multi-disciplinary operations organizations. Demonstrated success leading business transformation, operating model evolution, and technology modernization initiatives. Proven experience delivering enterprise-level strategic programs within a global financial institution.
• Technical & Domain Expertise Deep understanding of the end-to-end commercial and wealth lending lifecycle, including origination, documentation, servicing, and portfolio management. Expertise in Agency, Syndicated, Bilateral, Structured Lending, and Securities-Based Lending products. Strong knowledge of loan documentation, credit agreements, operational controls, risk management frameworks, and regulatory requirements. Experience with industry-leading loan platforms such as Loan IQ, Flexcube or similar lending systems.
• Leadership & Transformation Capabilities Proven ability to lead large global teams and drive organizational effectiveness within complex and highly matrixed environments. Strong experience delivering operational transformation, automation, digitization, and process optimization initiatives. Demonstrated success building high-performing teams, developing talent, and strengthening leadership pipelines. Ability to influence senior stakeholders and drive consensus across multiple business and functional areas.
• Risk & Control Excellence Expert understanding of operational risk, governance, compliance, audit practices, and regulatory expectations. Strong capability in identifying, escalating, mitigating, and resolving operational and control-related risks. Experience managing regulatory examinations, audit engagements, and remediation programs.
• Executive Presence & Communication Exceptional executive communication, presentation, and stakeholder management skills. Ability to communicate complex business, operational, and risk concepts clearly to senior management and governance forums. Strong strategic thinking, commercial acumen, and decision-making capabilities.
• Education Bachelor's degree in Finance, Business Administration, Economics, Accounting, or a related discipline required. CA, MBA, Master's degree, CFA, FRM, or other advanced professional qualification preferred.

Benefits

• We provide programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more.
• Coverage varies by country.
• We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families.
• That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.
• We empower our employees to manage their financial well-being and help them plan for the future.
• Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

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