Transaction Manager - Loan Syndication

Citigroup Inc.; Pune District; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Citigroup Inc. is seeking an Officer, Transaction Manager - Loan Syndication Hybrid based in Pune, India. This role entails managing loan syndication transactions, contributing to loan lifecycle management, and providing training to staff within the team.

The ideal candidate will have a Bachelor’s degree or equivalent experience and a minimum of 2–5 years of relevant experience. Strong communication, analytical skills, and familiarity with tools like Loan IQ and Tableau are essential for success in this position.

Qualifications

• Minimum 2–5 years of relevant experience.
• Ability to work under tight deadlines and manage priorities.
• Strong proficiency in Excel and quantitative skills.

Responsibilities

• Contribute to loan origination and lifecycle management.
• Assist with the creation of processes and standards.
• Provide training and support to transaction management staff.

Skills

Communication

Organizational skills

Interpersonal skills

Quantitative skills

Proficiency in Excel

Familiarity with Tableau

Attention to detail

Analytical skills

Client relationship skills

Education

Bachelor's degree or equivalent experience

Tools

Loan IQ

Microsoft Office

Tableau

Job description

We’re 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.

Responsibilities

• Contribute to the build and development team to support loan origination and lifecycle management, including large complex syndicated and bilateral loans covering 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, and other stakeholders.
• Ensure that the quality of data, controls and processes meets internal policies and regulatory requirements.
• Work with lines of business, transaction management, and loan operations to define and implement operational metrics and risk and control reviews for end‑to‑end transparency.
• Constantly improve processes, controls and efficiencies within the group and front‑to‑back across the 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, and perform quality control.
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets by driving compliance with applicable laws, policies and ethical standards, and escalating control issues with transparency.

Core Qualifications

• Bachelor’s degree or equivalent experience.
• Minimum 2–5 years of relevant experience.
• Excellent communication, organizational and interpersonal skills.
• Ability to work under tight deadlines, manage priorities and complete tasks with minimal supervision.
• Quantitative skills with strong proficiency in Excel and other Microsoft Office programs.
• Familiarity with Tableau or other visualization tools.
• Experience with Loan IQ, transaction capture tools, or similar systems.
• Attention to detail and strong analytical and problem‑solving abilities.
• Client‑relationship and solution‑oriented skills.

Preferred Qualifications

• Experience supporting wholesale lending at a large financial institution.
• Knowledge of wholesale loan (syndicated / bilateral) products and services, including legal documentation, loan mechanics, deal structure, and fund flows.
• Ability to collaborate with team members, senior management and other business constituents.
• Critical decision‑making capabilities and the ability to identify, elevate and propose solutions to problems.
• Strong organizational and time‑management skills with experience following up with multiple stakeholders.
• Understanding of corporate and regulatory policies related to lending.
• Deep understanding of operational processes supporting wholesale lending.
• Focus on achieving or exceeding key operating standards within a KPI/metrics‑driven culture.
• Comfortable working in an environment where priorities frequently change.

Citigroup 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.

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