Syndicated Loan Analyst

Citi; Irving (TX); Hybrid; USD 59,000 - 76,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k)

PTO

Job summary

Citi in Irving, TX is seeking a Syndicated Loan Analyst to support loan closing and servicing coordination, onboarding, data management, and quality control across the loan lifecycle. You will help ensure compliance with internal policies and regulatory expectations.

This role requires 1–2 years of experience, strong communication skills, and advanced Excel; familiarity with Tableau and Loan IQ is a plus. You will collaborate across risk, operations, legal, and business lines to drive end-to-end

Qualifications

• Minimum 1–2 years of experience.
• Excellent communication, organizational and interpersonal skills.
• Ability to work under tight deadlines, manage priorities and complete tasks with minimal follow-up.
• Strong Excel proficiency.
• Tableau or visualization tool familiarity.
• Experience with Loan IQ and transaction capture tools.
• Keen attention to detail and developed analytical/problem-solving abilities.
• Client relationship and solution skills.

Responsibilities

• Support loan origination and lifecycle management for syndicated and bilateral loans.
• Develop processes, standards, procedures, controls, training and implementation of transaction management.
• Design and implement technology including testing and rollout.
• Provide training and support to transaction management staff and stakeholders.
• Collaborate with originating/coverage lines, credit risk, operations and legal.
• Ensure data quality and compliance with policies/regulations.
• Define operational metrics and risk reviews across the loan lifecycle.
• Manage and close a loan closing pipeline, data capture and document storage.
• Coordinate and close loan transactions and lifecycle events.

Skills

Communication

Organizational skills

Interpersonal skills

Excel

Tableau

LoanIQ

Transaction capture tools

Education

Bachelor's degree

Tools

LoanIQ

Transaction capture tools

Microsoft Excel

Job description

The Syndicated Loan Analyst 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

• Minimum 1-2 years of experience
• 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 quantitative skills with a high proficiency with Excel and other Microsoft based programs.
• Preferably Tableau or visualization tool familiarity
• Preferably experience with Loan IQ, 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, elevate, and propose solutions to problems
• Ability to manage multiple concurrent deadlines 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
• Ability to work in an environment where priorities are frequently changing

Education

• Bachelor's/University degree or equivalent experience

Work schedule: Monday to Friday 8:30am to 5:30pm (Hybrid)

Job Family Group

Operations - Transaction Services

Job Family

Transaction Capture Services

Time Type

Full time

Primary Location

Irving Texas United States

Primary Location Full Time Salary Range

$58,656.00 - $75,500.00

Citi offers competitive employee benefits, including:

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs

Citi offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date

Sep 18, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

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