Vice President Loan Trading Operations Manager

Citi; Tampa (FL); On-site; USD 93,000 - 140,000; Full time

Job summary

Citi in Tampa, FL is seeking a senior leader to manage loan documentation and processing. You will oversee a professional team, drive initiatives, and ensure high quality, timely deliverables in a complex loan operations environment.

Responsibilities include reviewing loan documents, leading process improvements, coaching staff, and coordinating with product, sales, client delivery, and technology teams to meet client needs. Requires 6–10 years of loan experience and a Bachelor’s degree.

Qualifications

• 6–10 years of experience in loan documentation and processing.
• Strong understanding of loan processes, products and services.
• Bachelor’s degree; Master’s degree preferred.

Responsibilities

• Manage preparing and reviewing loan documentation.
• Process and close loans within a complex loan operations environment.
• Lead the team to drive and implement business initiatives, client solutions, and projects.
• Develop and exercise business plans, policies and procedures.
• Stays abreast of developments in the loan documentation/processing function.
• Responsible for volume, quality, timeliness and delivery of complex deliverables.
• Coach and train new recruits and support junior staff.
• Build relationships with colleagues, management, internal/external clients and stakeholders.

Skills

Loan processes

Team leadership

Stakeholder management

Risk management

Loan documentation

Education

Bachelor’s degree

Master’s degree preferred

Tools

Loan IQ

Job description

The Loan Doc & Proc Sr Mgr accomplishes results through the management of professional team(s) and department(s). Integrates subject matter and industry expertise within a defined area. Contributes to standards around which others will operate. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the entire function. Requires basic commercial loan awareness. Communication and diplomacy skills are required in order to guide, influence and convince colleagues in other areas and occasional external customers. Has responsibility for volume, quality, timeliness and delivery of end results of an area. May have responsibility for planning, budgeting and policy formulation within area of expertise. Involved in short-term planning resource planning. Full management responsibility of a team, which may include management of people, budget and planning, to include duties such as performance evaluation, compensation, hiring, disciplinary, terminations and may include budget approval.

Individual must be accountable, ethical, results oriented, trust worthy and credible.

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

Responsibilities:

• This role will manage preparing and reviewing loan documentation while providing support to a variety of tasks related to the loan process.
• Activities will include independently processing and closing loans within a complex loan operations environment.
• Subject matter expert to lead the team to drive and implement business initiatives, client solutions, and/or projects.
• Develops and exercises business plans, policies and procedures, and demonstrates an ability to lead projects, offer innovative solutions and cost saving opportunities
• Stays abreast of developments within the loan documentation/processing function and considers the impact to the business
• Has responsibility for volume, quality, timeliness and delivery of complex deliverables often related, but not limited to loan documentation processes for the team
• Accountable for integrity of process, operations and associated results
• Responsible for detailed analysis of loan related issues where the best course of action is not evident from the information available, but actions must be recommended/taken
• Supports a wide range of internal clients (product, sales, client delivery, and technology) and external corporate clients
• This includes but not limited to assessing service quality and identifying areas for process improvement, service or technology enhancements.
• Requires advanced analytical skills to filter, prioritize and validate potentially complex material from multiple projects, thereby defining problems and developing solutions
• Defines, develops, implements and tracks appropriate margin related KPIs and SLAs for the group
• Conducts discovery and due diligence activities with clients to meet their needs
• Assumes informal/formal leadership role within the team, is involved in the coaching and training of new recruits, and provides guidance and support to junior staff
• Builds effective relationships with colleagues, management, internal/external clients and stakeholders, as well as ability to influence them where necessary
• Creates, develops and maintains effective relationships with colleagues, management, internal/external clients and stakeholders, and seeks to understand their needs and provides solutions
• Persuades/influences/negotiates with others through collaborative communication skills
• 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 behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• 6-10 years of Experience
• Reasonable knowledge of Business Processes, Systems and Tools used in the Loan Process
• Demonstrate understanding of Loan Processes, Procedures, Products and Services
• General awareness of managing, preparing, and reviewing loan documentation
• Adequate ability to identify, mitigate, manage, resolve, and elevate risks and issues
• Awareness of risk types, policies and control measures and processes
• Comply with applicable laws, rules, and regulations, and adhering to Policies

Education:

• Bachelor’s/University degree, Master’s degree preferred

Loan IQ Experience Is Preferred.

Job Family Group:

Operations - Transaction Services

Job Family:

Loan Documentation and Processing

Time Type:

Full time

Primary Location:

Tampa Florida United States

Primary Location Full Time Salary Range:

$93,440.00 - $140,160.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also 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:

Oct 28, 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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