Wealth Credit Services Specialist Lead

Citi; New York (NY); On-site; USD 120,000 - 170,000; Full time

Job summary

Citi is seeking a Wealth Credit Services Specialist Lead to join the Wealth Credit Services team. The role focuses on producing critical reports, driving data quality, and leading strategic reporting projects for the EMEA Wealth lending portfolio within a global financial institution.

The role requires advanced Excel, Python/SQL/VBA, and BI tool proficiency (Tableau, Cognos). You will collaborate with underwriting, technology, risk, and finance to deliver audit-ready controls and robust

Qualifications

• Solid knowledge of lending products and credit risk concepts in financial services.
• Ability to construct executive dashboards and portfolio metrics using large datasets.
• Advanced Excel and BI tools with data aggregation and reporting capabilities.
• Experience leading strategic reporting projects in a large financial institution.

Responsibilities

• Produce time-sensitive Control Reports and KPI metrics for senior management.
• Coordinate reporting requirements end-to-end with multiple teams.
• Validate and deliver data for regulatory submissions and audits.
• Design dashboards and automated reporting solutions with BI tools.
• Lead process improvements to streamline reporting workflows.

Skills

Lending knowledge

Advanced Excel

Programming: Python/SQL/VBA

BI Visualization: Tableau

BI Visualization: Cognos

Regulatory/reporting experience

Cross-functional collaboration

English communication

Education

Bachelor’s degree in Finance or related field

Master’s degree preferred

Tools

Tableau

Cognos

Excel

Python

SQL

Job description

Wealth Credit Services Specialist Lead

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

Citi is looking for a Wealth Credit Specialist to join the Wealth Credit Services (WCS) team within Wealth Credit Management (WCM) — a business line delivering integrated credit underwriting and portfolio management in partnership with Citi's Private Bank and Wealth Management businesses.

In this role, you will produce critical management and control reporting, drive data quality initiatives, and lead strategic projects that directly shape how senior leaders monitor and manage the EMEA Wealth lending portfolio.

This is a high-visibility opportunity to work across a broad network of global stakeholders and gain deep expertise in Wealth lending at one of the world's leading financial institutions.

Responsibilities:

• Produce time-sensitive Control Reports, Portfolio Monitoring Reports, and KRI/KPI metrics used by senior Portfolio and Product managers to oversee the Wealth Credit portfolio.
• Coordinate with Underwriting, Technology, Operations, Risk Management, Data Governance, Finance, and Regulatory Reporting teams to develop, implement, and execute reporting requirements end-to‑end.
• Validate, aggregate, and deliver data required for regulatory reporting submissions and data quality processes, resolving issues with speed and precision.
• Manage data requests in support of internal and external audits, regulatory examinations, and data tracing exercises across multiple stakeholder groups.
• Design and build complex dashboards and automated reporting solutions using BI tools in collaboration with Technology and Infrastructure teams, including leading user acceptance testing.
• Identify and implement process improvements that streamline and standardize reporting workflows, optimizing controls and operational efficiency.
• Lead and contribute to strategic projects, working groups, and governance forums, representing the Wealth Credit Services team on reporting and data matters.
• Draft and maintain procedures, standards, and controls documentation to ensure reporting processes remain robust, well‑governed, and audit‑ready.

Required Qualifications & Skills:

• Solid knowledge of lending products and credit risk concepts, gained within a financial services environment.
• Demonstrated ability to construct insightful management reports, executive dashboards, and portfolio metrics using advanced Excel and BI tools, working with large and complex datasets.
• Advanced proficiency in Excel and programming languages used in data analysis, including Python, SQL, and VBA, alongside PowerPoint and Word.
• Advanced skills in BI visualization and reporting tools, specifically Tableau and COGNOS, to deliver clear and actionable data presentations.
• Experience leading strategic projects — such as data remediation efforts or regulatory initiatives — within a large financial institution.
• Ability to collaborate effectively across cross‑functional teams and influence senior stakeholders in a fast‑paced environment where priorities shift frequently.
• Strong analytical and problem‑solving skills, with the ability to identify issues, propose solutions, and drive resolution independently.
• Bachelor’s degree in Finance, Statistics, or a related quantitative field, with excellent written and oral communication skills in English. Master’s degree preferred.

Job Family Group:

Private Client Product Services

Job Family:

IF Lending Generalist

Time Type:

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

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

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.