Loan Trading Operations Manager

Citi • Tampa, FL

1d

About The Position

Involved in short- to medium-term planning of actions and resources for own area. Full management responsibility of a team or multiple teams, including management of people, budget and planning, to include performance evaluation, compensation, hiring, disciplinary actions, terminations and budget approval. Individual must be accountable, ethical, results oriented, trustworthy and credible. This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. This role will manage preparing and reviewing loan documentation while providing support to a variety of tasks related to the loan process. Activities will include independently processing and closing loans within a complex loan operations environment. Accountable for management of a complex /critical/large professional disciplinary area within loan documentation. Serves as a strategic partner with other businesses and strives to facilitate their success Supports a wide range of internal clients (product, sales, client delivery, and technology) and external corporate clients Involved in short-to-medium-term planning of actions and resources, and exercises control over resources, budget, policy formulation and planning Applies comprehensive understanding of concepts and procedures within loan documentation and sound knowledge of other areas (cash management/treasury etc.), to resolve issues that have impact beyond own area Manages complex and highly variable issues associated with loan documentation with significant potential impact across multiple operations areas, weighing various alternatives and balancing potentially conflicting needs Liaises with various stakeholders on varying matters Leads change-the-bank projects, resolves escalated issues and/or offers solutions at an advanced level Serves as analytical and/or procedural expert representing loan documentation on cross functional processes or project deliverables Provides in-depth and sophisticated analysis to define problems, develop innovative solutions, and streamline processes, in order to increase productivity and efficiencies with cost-saving opportunities Closely follows trends in loan documentation and adapts them for application within own job and the business Builds effective relationships with clients; facilitates, influences and enables change Implements and manages a successful risk/control environment related to loan documentation processes Manages compliance efforts to follow policies and procedures, as well as contributing to defining standards Acts as an advisor to provide guidance and coaching to new or junior level staff Has direct responsibility for developing and maintaining key stakeholder relationships (internal and external)

Requirements

• 10+ years preferred
• Reasonable knowledge of Business Processes, Systems and Tools used in the Loan Process
• Advanced understanding of Loan Processes, Procedures, Products and Services
• General awareness of managing, preparing, and reviewing loan documentation
• Expert in identifying, mitigating, managing, resolving, and escalating risks and issues
• In-depth awareness of risk types, policies and control measures and processes
• Comply with applicable laws, rules, and regulations, and adhering to Policies
• Bachelor's/University degree
• Master's degree preferred

Responsibilities

• Manage preparing and reviewing loan documentation
• Provide support to a variety of tasks related to the loan process
• Independently processing and closing loans within a complex loan operations environment
• Accountable for management of a complex /critical/large professional disciplinary area within loan documentation
• Serve as a strategic partner with other businesses and strives to facilitate their success
• Support a wide range of internal clients (product, sales, client delivery, and technology) and external corporate clients
• Exercise control over resources, budget, policy formulation and planning
• Resolve issues that have impact beyond own area
• Manage complex and highly variable issues associated with loan documentation with significant potential impact across multiple operations areas, weighing various alternatives and balancing potentially conflicting needs
• Liaise with various stakeholders on varying matters
• Lead change-the-bank projects, resolves escalated issues and/or offers solutions at an advanced level
• Serve as analytical and/or procedural expert representing loan documentation on cross functional processes or project deliverables
• Provide in-depth and sophisticated analysis to define problems, develop innovative solutions, and streamline processes, in order to increase productivity and efficiencies with cost-saving opportunities
• Closely follow trends in loan documentation and adapts them for application within own job and the business
• Build effective relationships with clients; facilitates, influences and enables change
• Implement and manage a successful risk/control environment related to loan documentation processes
• Manage compliance efforts to follow policies and procedures, as well as contributing to defining standards
• Act as an advisor to provide guidance and coaching to new or junior level staff
• Develop and maintain key stakeholder relationships (internal and external)

What This Job Offers

• Job Type: Full-time
• Career Level: Manager