Director, Wholesale Loan Transaction Management

Citi • Tampa, FL

1d • $200,000 - $300,000 • Hybrid

About The Position

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.

Requirements

• 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.

Nice To Haves

• 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.

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.

Benefits

• 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.
• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

What This Job Offers

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