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Vice President - Project Manager - Loans Operations

Job Req ID 22557709 Location(s) Mumbai, India Job Category Operations - Transaction Services
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The Loan Ops Project Manager is a seasoned professional role within Citi’s institutional Loans Operations organization.  The candidate will work with the Project Management team on a program to transform Loans operational functions through the implementation of new governance, controls, process optimizations and technology solutions.  This individual will partner with stakeholders within the Front and Middle Office, Risk, Legal and IT on various initiatives to achieve these objectives, functioning as a business analyst or project manager depending on the scope and size of the assigned deliverables.


  • Work with business and operations to understand objectives and spear head planning, directing and coordination of day-to-day activities of running projects and programs to accomplish them.
  • Identify and work with key stakeholders to formulate and define the scope, objectives and deliverables for upcoming projects and work with stakeholders to obtain the necessary approvals
  • Document requirements and develop project plans and other artifacts and agree on milestones and timelines with operations counterparts and senior management
  • Manage changes to scope, milestones and timelines throughout the Lifecyle of each project
  • Communicate progress and escalate to senior management as needed to ensure deliverables remain on target and risks are mitigated
  • Oversee program level reporting that provides divisional management with updates on progress, accomplishments, risks and issues of all in-flight Loans operations initiatives
  • Drive adherence to processes, procedures, methods, and standards across the program.


  • 7-10 years of experience, preferably within a financial services firm
  • Demonstrate a consistent track record of having worked as a program/project management, consulting, technology and/or management within a PMO team
  • Proven experience in understanding client service delivery or in implementing operational enhancements
  • Demonstrate strong business knowledge, including the understanding of core businesses, supporting processes and operations.
  • Demonstrate a commitment to quality and attention to detail
  • Strong verbal and written communications skills with ability to liaise with different levels of seniority within the firm
  • Loan industry experience preferred
  • CAPM, PMP, PgMP and/or equivalent course work in Project Management are preferred
  • Bachelor’s degree or equivalent experience

Skills: Must Have          

  • Significant knowledge of business processes, systems and tools used in the loan process
  • Advanced knowledge of loan products & services ,processes and procedures
  • High level knowledge of risk types, policies and control measures and processes
  • Advanced experience of operating in compliance with applicable laws, rules and regulations, and adhering to policies
  • Experience of using evaluative and ethical judgment to make decisions
  • Significant experience of identifying, mitigating, resolving, managing and escalating risks and issues
  • Demonstrates ability to view multiple perspectives, prioritize, adapt and multi-task                                    
  • High level ability to analyze and think critically and conceptually and interpretively to solve problems. Includes ability to identify opportunities, assess needs, conduct qualitative and quantitative analyses, synthesize insights and provide recommendations.
  • Effectively communicate (written and verbal) and present with diplomacy; Ability to build and manage relationships through advising, collaborating, influencing, negotiating and persuading.
  • Demonstrates ability of leading, managing accountability and managing complexity; Ability to coach, facilitate and guide to achieve results
  • Experience of managing and developing a team or multiple teams, including people-related actions and decisions such as performance evaluations, compensation, hiring, disciplinary actions and terminations                                                                                                                                                              

Skills: Prefer to Have

  • General knowledge of accounting principles and accounting practices (e.g. US GAAP)
  • Experience of managing, preparing and reviewing loan documentation
  • General awareness of the industry, competitors and trends                                  
  • Knowledge of financial products, such as cash management, treasury, the trade lifecycle                          
  • Demonstrates ability to think strategically, considering the end-to-end, adjacent impacts to the broader system; to formulate strategies and innovate
  • Ability to plan (long-term, medium-term and short-term), create and manage budgets and  reduce expenses / save costs
  • Ability to manage, improve, and design processes and standard operating procedures, including managing KPIs and SLAs to monitor and enhance service quality and process integrity.    
  • Experience of Implementing projects for system Implementation, technology enhancements through project management and coordination skills 


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

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


Job Family Group:

Operations - Transaction Services


Job Family:

Loan Documentation and Processing


Time Type:

Full time


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Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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