Transaction Manager - Loan Syndication

Citi; Maharashtra; On-site; INR 1,000,000 - 1,500,000; Full time

Job summary

Citi is looking for a skilled Officer, Transaction Manager - Loan Syndication Hybrid in Pune, India. This role focuses on managing the entire lending lifecycle, ensuring compliance, and collaborating with various business lines to optimize loan processes.

Candidates should possess a Bachelor's degree and have 2-5 years of relevant experience. Excellent organizational and communication skills are essential, as is proficiency in Excel and loan transaction tools. Join us in fostering a high-performing environment.

Qualifications

• 2-5 years of experience in transaction management.
• Ability to work well under tight deadlines.
• High proficiency in Excel and visualization tools.

Responsibilities

• Support loan lifecycle management for syndicated and bilateral loans.
• Create processes and standards for transaction management.
• Provide training and support to transaction management staff.
• Ensure data quality and compliance with internal policies.
• Manage a deal closing pipeline effectively.

Skills

Excellent communication

Organizational skills

Interpersonal skills

Quantitative skills

Analytical abilities

Client relationship skills

Education

Bachelor's degree or equivalent experience

Tools

Excel

Tableau

Loan IQ

Job description

Overview

We’re currently looking for a high caliber professional to join our team as Officer, Transaction Manager - Loan Syndication Hybrid (Internal Job Title: Transaction Manager – C10) based in Pune, India. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decisions and manage your financial well‑being to help plan for your future.

Transaction Management will be responsible for supporting multiple aspects of the lending lifecycle including but not limited to loan closing and servicing coordination, facilitating complex client onboarding, data management, and quality control. The team will be accountable and responsible for operational oversight of the closing and servicing of all loan transactions of the business division being supported to ensure all internal and external requirements are met.

Responsibilities

• Contribute to the build and development team to support loan origination and lifecycle management which includes large complex syndicated and bilateral loans covering but not limited to corporate, commercial, real estate, structured lending and trade.
• Assist with the creation of processes, standards, procedures, controls, training, and implementation of transaction management.
• Aid in the design and implementation of technology including testing and rollout.
• Provide training and support to transaction management staff and business constituents.
• Partner with each of the originating and coverage business lines, credit risk, operations, legal, etc.
• Ensure that quality of data, controls and processes performed meet internal policies and regulatory requirements/expectations.
• Work with lines of business, transaction management, and loan operations 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 in projects to enhance performance and efficiency.
• Take part in loan remediation and loan system testing / migrations.
• Actively manage and maintain a deal closing pipeline of loan transactions.
• Coordinate and close loan transactions/lifecycle events, capture data, store documentation, troubleshoot issues/roadblocks, perform quality control.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications

• Bachelor's degree/University degree or equivalent experience
• Minimum 2-5 years of experience
• Excellent communication, organizational and interpersonal skills
• Ability to work well under tight deadlines, manage priorities, and complete tasks with minimal supervision
• 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

Additional qualifications

• Experience within a large global team supporting wholesale lending at a large financial institution
• Knowledge of wholesale loan (syndicated / bilateral) product and business, including 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, escalate, and propose solutions to problems
• Ability to manage multiple concurrent deadlines with strong organizational and time management skills
• Understanding and awareness of 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
• Ability to work in an environment where priorities are frequently changing

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

This description contains only the core elements of the role and does not constitute a contract of employment. Citi is an equal opportunity employer and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.