Syndicated Loan Transactions Lead

Citi; New York (NY); On-site; USD 13,000 - 19,000; Full time

Job summary

Citi in Pune, India is seeking a Transaction Manager - Loan Syndication to coordinate loan closing and servicing, onboarding, data management and quality control across the loan lifecycle.

The candidate will work with origination, credit risk, operations, and legal teams; require 2–5 years’ experience, strong Excel and familiarity with Loan IQ, and excellent communication and organizational skills.

Qualifications

• Bachelor's degree or equivalent experience.
• 2–5 years of experience in transaction management or lending.
• Excellent communication and organizational skills.
• Proficient in Excel; ability to use Tableau.
• Experience with Loan IQ and transaction capture tools.
• Attention to detail and analytical abilities.

Responsibilities

• Support loan origination, closing, servicing coordination.
• Assist with client onboarding and data management.
• Develop processes, standards, controls, and training.
• Design and implement technology including testing and rollout.
• Provide training and support to staff.
• Coordinate with origination, credit risk, operations, and legal.
• Ensure data quality and regulatory compliance.
• Maintain deal closing pipeline and lifecycle events.

Skills

Communication

Organizational skills

Interpersonal skills

Excel

Tableau

Loan IQ

Transaction management

Risk and controls

Cross-functional collaboration

Financial analysis

Education

Bachelor's degree

Tools

Loan IQ

Microsoft Office

Job description

Citi in Pune, India is seeking a Transaction Manager - Loan Syndication to coordinate loan closing and servicing, onboarding, data management and quality control across the loan lifecycle.

The candidate will work with origination, credit risk, operations, and legal teams; require 2–5 years’ experience, strong Excel and familiarity with Loan IQ, and excellent communication and organizational skills.