Technology and Communications Underwriter/Manager - Senior Vice President

Citi•Irving, TX

About The Position

Accountable for managing the end-to-end credit process of their respective portfolio, provides clear recommendations to both Risk and Banking throughout the transaction and AR lifecycle Review, guide and provide final sign-off for all AR, QR, CCM and Transaction memos that require SCO designation within coverage portfolio; delegate AR/QR and/or CCM to VP (with appropriate discretion and oversight) to ensure timeliness of deliverable Demonstrate industry expertise and ability to discuss relevant macro and micro issues within coverage portfolio Build and maintain strong working relationships with Risk and Banking partners. Lead credit conversation with both internal and external auditors (BICR, IAA, IBQA, SNC, OCC, etc) Stay current on all policy and procedural and ensure timely communication to POD members; serve as a SME on policy/procedures and disseminate any developments to POD Offer credit and policy guidance to POD members; ensure monitoring checklists are completed ahead of memo completion Monitor adherence to AR, QR, CCM and Transaction milestones and KPIs and flag potential delays or concerns to Regional Director Share best practices and flag recurring issues with the POD and other SVPs/Regional Director; recommend efficiency improvements/additional training and track scorecard metrics within POD Support POD development through formal and informal development sessions; schedule periodic check-ins with each POD team member to ensure R&Rs and expectations are understood and achieved Promote a culture of accountability, ownership, support and continued growth; ensure POD members are consistently challenged and learning Timely complete all mandatory compliance trainings and complete / log [40] hours of required annual training Organize and lead reinforcement of new policy/procedures for junior members to improve work quality and consistency across the team Serve as SME and in person contact for team on policy/procedures questions and/or applications (e.g. Helios) Tracks workload and helps to find staffing solutions to bottlenecks and urgent deliverables in cooperation with Underwriters Lead the recruiting process for Analysts, Associates, and Vice Presidents roles Direct Management of Analysts, Associates, and Vice Presidents (non-Jr UW) Manage HR related topics (i.e. PTO, performance, holidays, sick time, etc) of those under direct management Complete Performance Reviews of those under direct management Coordinate with Underwriting Regional Industry Heads cross teams' tasks/initiatives

Requirements

10+ years experience in commercial credit decision making authority for credits up to $10 million and greater
Expert knowledge of credit products (formal credit training required)
Demonstrates excellent financial and analytic skills and ability to rapidly assimilate complex information
Sharp business development focus, demonstrating innovative approaches
Bachelor's/University degree, Master's degree preferred
Analytical Thinking
Constructive Debate
Escalation Management
Financial Analysis
Policy and Procedure
Policy and Regulation
Product Knowledge
Risk Controls and Monitors
Risk Identification and Assessment

Responsibilities

Managing the end-to-end credit process of their respective portfolio
Providing clear recommendations to both Risk and Banking throughout the transaction and AR lifecycle
Review, guide and provide final sign-off for all AR, QR, CCM and Transaction memos that require SCO designation within coverage portfolio
Delegate AR/QR and/or CCM to VP (with appropriate discretion and oversight) to ensure timeliness of deliverable
Demonstrate industry expertise and ability to discuss relevant macro and micro issues within coverage portfolio
Build and maintain strong working relationships with Risk and Banking partners
Lead credit conversation with both internal and external auditors (BICR, IAA, IBQA, SNC, OCC, etc)
Stay current on all policy and procedural and ensure timely communication to POD members
Serve as a SME on policy/procedures and disseminate any developments to POD
Offer credit and policy guidance to POD members
Ensure monitoring checklists are completed ahead of memo completion
Monitor adherence to AR, QR, CCM and Transaction milestones and KPIs and flag potential delays or concerns to Regional Director
Share best practices and flag recurring issues with the POD and other SVPs/Regional Director
Recommend efficiency improvements/additional training and track scorecard metrics within POD
Support POD development through formal and informal development sessions
Schedule periodic check-ins with each POD team member to ensure R&Rs and expectations are understood and achieved
Promote a culture of accountability, ownership, support and continued growth
Ensure POD members are consistently challenged and learning
Timely complete all mandatory compliance trainings and complete / log [40] hours of required annual training
Organize and lead reinforcement of new policy/procedures for junior members to improve work quality and consistency across the team
Serve as SME and in person contact for team on policy/procedures questions and/or applications (e.g. Helios)
Tracks workload and helps to find staffing solutions to bottlenecks and urgent deliverables in cooperation with Underwriters
Lead the recruiting process for Analysts, Associates, and Vice Presidents roles
Direct Management of Analysts, Associates, and Vice Presidents (non-Jr UW)
Manage HR related topics (i.e. PTO, performance, holidays, sick time, etc) of those under direct management
Complete Performance Reviews of those under direct management
Coordinate with Underwriting Regional Industry Heads cross teams' tasks/initiatives