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Trade Finance Transaction Management - VP

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Citi

3mo ago

  • Job
    Full-time
    Expert Level
  • Business, Operations & Strategy
    Banking & Finance
  • Dublin

AI generated summary

  • You must possess strong communication, organizational, and analytical skills, excel in Excel, and have trade product knowledge, client relationship experience, and a university degree.
  • You will lead loan management for trade products, oversee processes and training, enhance operations, ensure compliance, manage loan transactions, and coordinate with various business lines.

Requirements

  • 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 transaction capture tools, etc.
  • Keen attention to detail
  • Developed analytical and problem-solving abilities
  • Client relationship and solution skills
  • Experience in team lead capacity, building and developing teams within a large global team supporting wholesale lending at large financial institution would be desirable
  • Trade Product knowledge desirable.
  • Strong knowledge of wholesale loan (syndicated / bilateral) product and business, including an understanding of legal loan documentation, loan / funding mechanics, deal structure, funds flows, etc.
  • Substantial 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 in a steering capacity.
  • Critical decision-making capabilities including the ability to identify, escalate, and propose solutions to problems
  • Ability to multi-task through the practice of strong organizational and time management skills with experience in continuously following-up with various stakeholders
  • Comprehensive understanding and awareness of appropriate corporate and regulatory policies in relation to Lending
  • Deep knowledge of operational processes supporting 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.
  • Bachelor’s/University degree, Master’s degree preferred

Responsibilities

  • Perform leadership role relevant to the build and development of the team supporting loan origination and lifecycle management of Trade Product Deals (Notably, Receivables) and also providing capacity to support wider team with syndicated and bilateral loans covering but not limited to corporate, commercial, real estate and structured lending.
  • Perform Borrowing Base Reviews, monitor overdue receivables and liaise/co-ordinate various Trade areas.
  • Create processes, standards, procedures, controls, training, and implementation of transaction management.
  • Design and implement technology including testing and rollout.
  • Produce and provide training and support to transaction management staff and business constituents.
  • Partner with each of the originating and coverage business lines, credit risk, operations, legal, etc to ensure strategic vision is enabled.
  • Ensure that quality of data, controls and processes performed meet internal policies and regulatory requirements/expectations, via staff management.
  • Work with lines of business, transaction management, 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.
  • Lead projects to enhance performance and efficiency.
  • Leadership role and serve as escalation relevant to 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.

FAQs

What is the primary responsibility of the Trade Finance Transaction Management - VP role?

The primary responsibility is to support multiple aspects of the lending lifecycle, including loan closing and servicing coordination, client onboarding, data management, and quality control.

What qualifications are required for this role?

Candidates must have excellent communication, organizational, and interpersonal skills, as well as proficiency with Excel and other Microsoft programs, attention to detail, and developed analytical and problem-solving abilities.

Is experience in team leadership required for this position?

While it's not explicitly required, experience in a team lead capacity and building and developing teams within a large global setting would be considered desirable.

What type of educational background is preferred for candidates applying for this role?

A Bachelor’s/University degree is required, while a Master’s degree is preferred.

What tools or software familiarity should candidates have?

Candidates should have familiarity with Tableau or other visualization tools and experience with transaction capture tools.

How does this role contribute to quality and compliance within the organization?

The role ensures that the quality of data, controls, and processes meets internal policies and regulatory requirements, thereby safeguarding the firm's reputation and assets.

What kind of projects will the VP be expected to lead?

The VP will lead projects aimed at enhancing performance and efficiency across loan lifecycle management and transaction processes.

Will the VP be involved in client interactions?

Yes, the role involves client relationship and solution skills, requiring substantial experience working with clients under time constraints.

Is knowledge of Trade Products necessary for this position?

While it is desirable, candidates with strong knowledge of wholesale loan products and business will also be considered favorably.

What type of work environment should the candidate expect?

Candidates should be prepared to work in an environment where priorities frequently change and tight deadlines are common.

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Citi

Finance
Industry
10,001+
Employees
1998
Founded Year

Mission & Purpose

Citigroup Inc. or Citi is an American multinational investment bank and financial services corporation headquartered in New York City. Citi's operation is to provide financial services that enable growth and economic progress. Core activities are safeguarding assets, lending money, making payments and accessing the capital markets.

Benefits

  • Live Well, Stay Healthy

    Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.

  • Paid parental leave

    We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.

  • Save well, for now and your future

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  • Keep learning

    Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.

  • Be well, take time off

    We have a variety of programs that help employees balance their work and life, including generous paid time off packages.

  • Support Your Community

    We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world.