Director, Wholesale Loan Transaction Management

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Job Overview

Citi is looking for a Director of Wholesale Loan Transaction Management to lead and shape a high-performing operations team at the center 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 or 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

 At Citi, you will join a team where the scale of the institution amplifies the impact of your leadership. This is an environment built on performance, collaboration, and continuous development — where experienced professionals are trusted with meaningful accountability and supported to grow throughout their careers.

• 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 over how Citi's wholesale loan operations are built and run at scale.

• Exposure to some of the most complex and consequential loan transactions in the market, across a broad range of asset classes and client types.

• A collaborative, performance-driven culture where your decisions carry real weight and your contributions are visible to senior leadership.

• Access to Citi's global network, providing opportunities to work across business lines, geographies, and functions throughout your career.

• Competitive compensation and a comprehensive benefits package, including financial wellbeing, wellbeing support, and family benefits.

• Ongoing learning and professional development resources to keep your skills sharp in a rapidly evolving industry.

Apply today to take ownership of a pivotal leadership role where your expertise in wholesale lending will directly shape the operational foundation of Citi's loan closing function.

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Job Family Group:

Operations - Transaction Services

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Job Family:

Transaction Capture Services

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$200,000.00 - $300,000.00

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.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

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

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Anticipated Posting Close Date:

Aug 20, 2026

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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.

Illinois residents – AI Notice and Right

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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.

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