Wholesale Lending Operations

Citigroup Inc.; Irving (TX); On-site; USD 69,130 - 96,470; Full time

Job summary

Citigroup Inc. is seeking a Wholesale Lending Operations professional in Irving, TX to support loan origination, lifecycle management, and data governance.

You will collaborate across lines of business, credit risk, operations, and legal to ensure compliant and efficient processing of complex loan transactions. The role emphasizes data quality, controls, and operational metrics across the loan lifecycle, with opportunities to contribute to process improvements and technology implementations

Qualifications

• 2-5 years of relevant experience in wholesale lending or financial services.
• Excellent communication, organizational, and interpersonal skills.
• Ability to work under tight deadlines and manage multiple priorities.
• Strong Excel skills and data analysis proficiency.
• Familiarity with Tableau or other visualization tools.
• Experience with Loan IQ and transaction capture tools.
• Attention to detail and analytical problem-solving abilities.
• Client relationship and solution-focused mindset.

Responsibilities

• Contribute to build and development of loan origination and lifecycle management for large syndicated and bilateral loans.
• Assist with creating processes, standards, controls, and training for Wholesale Lending Operations.
• Aid in the design and rollout of technology, including testing.
• Provide training and support to Wholesale Lending Operations staff and business constituents.
• Partner with originating and coverage lines, credit risk, operations, and legal.
• Ensure data quality, controls and processes meet internal policies and regulatory requirements.
• Define operational metrics and risk reviews for end-to-end transparency.
• Improve processes and efficiencies across the loan lifecycle.
• Participate in projects to enhance performance and efficiency.
• Support loan remediation and loan system testing/migrations.
• Manage and maintain a deal closing pipeline of loan transactions.
• Coordinate and close loan transactions, capture data, store docs, and perform QC.
• Escalate and report control issues with transparency.

Skills

Excellent communication

Organizational skills

Interpersonal skills

Time management

Attention to detail

Analytical problem-solving

Client relationship skills

Education

Bachelor's/University degree or equivalent experience

Tools

Excel

Loan IQ

Tableau

Transaction capture tools

Job description

Wholesale Lending Operations is 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 Wholesale Lending Operations (WLO).
• Aid in the design and implementation of technology including testing and rollout.
• Provide training and support to Wholesale Lending Operations' 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, Wholesale Lending Operations, 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

• 2-5 years relevant 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.
• Tableau or visualization tool familiarity
• 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 prioritize 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

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

$69,130.00 - $96,470.00

• 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.

Anticipated Posting Close Date

Aug 04, 2026

Automated Processing and AI

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