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Director, Wholesale Loan Transaction Management

Job in New York, New York County, New York, 10261, USA
Listing for: Citi
Full Time position
Listed on 2026-08-18
Job specializations:
  • Finance & Banking
    Risk Manager/Analyst, Financial Compliance, Regulatory Compliance Specialist, Banking & Finance
Salary/Wage Range or Industry Benchmark: 200000 - 300000 USD Yearly USD 200000.00 300000.00 YEAR
Job Description & How to Apply Below
Location: New York

Citi is looking for a Director of Wholesale Loan Transaction Management to lead and shape a high-performing operations team at the centre of the firm’s wholesale lending lifecycle. In this senior leadership role, you will own the end-to-end closing and servicing of complex syndicated and bilateral loan transactions — spanning corporate, commercial, real estate, structured lending, and trade — while driving operational excellence and regulatory integrity across the business.

This is a rare opportunity to build and influence a critical function at one of the world’s leading global banks.

Responsibilities
  • Lead the build-out and ongoing development of a wholesale loan closing team, establishing operating standards, training frameworks, and governance structures that support the full loan origination and lifecycle management process.
  • Manage and actively maintain a deal closing pipeline, coordinating the end-to-end closing of complex loan transactions and lifecycle events — including data capture, documentation storage, quality control, and issue resolution.
  • Define and implement operational metrics, risk and control reviews, and reporting frameworks to deliver transparent, end-to-end visibility for all stakeholders across closing and servicing.
  • Partner with originating business lines, credit risk, legal, and operations teams to align closing processes with strategic goals and ensure all internal and external requirements are consistently met.
  • Drive the design, testing, and rollout of technology solutions that improve closing efficiency, data quality, and operational scalability.
  • Continuously identify and execute process improvements that reduce risk, increase efficiency, and strengthen controls across the loan lifecycle from front to back.
  • Serve as the senior escalation point for loan remediation matters and system testing and migration programs, ensuring timely and sound resolution.
  • Uphold rigorous standards of data integrity and regulatory compliance across all closing and servicing activity, holding the team accountable to internal policies and external requirements.
Required qualifications & skills
  • 15 or more years of relevant financial services experience, including 8 to 10 years in a people management capacity with demonstrated accountability for team performance and delivery.
  • Exceptional communication, organizational, and interpersonal skills, with the ability to manage competing priorities and deliver to tight deadlines with minimal oversight.
  • Hands-on experience with Loan IQ and transaction capture tools within a wholesale lending environment.
  • Advanced proficiency in Excel and the broader Microsoft Office suite, with the ability to apply quantitative skills to operational and reporting challenges.
  • Familiarity with Tableau or comparable data visualization tools to support performance tracking and reporting.
  • Rigorous attention to detail combined with well‑developed analytical and problem‑solving capabilities.
  • A Bachelor's or University degree is required; a Master's degree is preferred.
Beneficial skills & qualifications
  • Deep knowledge of wholesale loan products — including syndicated and bilateral structures — covering legal loan documentation, funding mechanics, deal structure, and funds flow management.
  • A track record of establishing key operating standards and KPIs within a large global team supporting wholesale lending at a major financial institution, with demonstrated success in leading teams to meet or exceed those benchmarks.
  • Experience engaging directly with clients under time-sensitive conditions to facilitate complex transactions and deliver solutions.
  • Comprehensive understanding of corporate and regulatory policies governing lending operations, with the ability to translate policy requirements into practical operational controls.
  • Strong influencing skills with the proven ability to steer senior stakeholders and cross-functional teams in a dynamic, fast-changing environment.
What we offer
  • Hybrid working model — 3 days in the office and 2 days working remotely, giving you the structure and flexibility to perform at your best.
  • Strategic ownership of a business-critical function, with direct influence…
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