SVP, Loan Documentation & Processing Group Manager

At Citi , we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.

We’re currently looking for a high caliber professional to join our team as SVP, Loan Documentation & Processing Group Manager. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance

• 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.

• 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.

• We empower our employees to manage their financial well-being and help them plan for the future.

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

In this role, you are expected to

The Loan Documentation & Processing Group Manager is a senior leadership role responsible for defining the strategic direction, operational governance, and transformation agenda for the Wealth North America (NAM) Loans Operations organization. The role provides end-to-end leadership across a broad lending portfolio, including Agency, Syndicated, Bilateral, Structured Lending, and Securities-Based Lending (SBL) products, ensuring operational excellence throughout the loan lifecycle from onboarding and documentation through servicing and portfolio administration.

As a member of the Wealth Operations leadership team, the incumbent leads a large, multi-functional organization responsible for transaction execution, loan operations, servicing, and operational readiness while maintaining a strong risk and control environment. The role is accountable for balancing business growth, operational scalability, regulatory compliance, and client experience, while driving innovation and operational efficiency.

The successful candidate will act as a strategic partner to Wealth Product, Front Office, Technology, Risk, Finance, Legal, Compliance, and Audit functions to shape the future operating model for Wealth Lending, deliver large-scale transformation initiatives, and ensure sustainable operational performance within a highly regulated environment.

Key Responsibilities

Strategic Leadership & Organizational Management

• Define and execute the strategic vision and operating model for Wealth NAM Loans Operations in alignment with business objectives and regulatory requirements.

• Lead and develop a high-performing organization, fostering a culture of accountability, collaboration, innovation, and continuous improvement.

• Establish organizational priorities, performance goals, workforce strategies, and succession plans to support long-term business growth.

• Oversee resource management, organizational design, and budget utilization to ensure operational efficiency and scalability.

• Serve as a senior member of the Wealth Operations leadership team, contributing to enterprise-wide initiatives and strategic decision-making.

Loan Lifecycle Management

• Provide executive oversight across the full lending lifecycle, including onboarding, documentation review, booking, funding, servicing, amendments, and loan closure activities.

• Ensure effective execution of Agency, Syndicated, Bilateral, Structured Lending, and Securities-Based Lending transactions.

• Partner with Relationship Managers, Credit Officers, Product teams, Legal Counsel, and market participants to facilitate timely transaction execution.

• Oversee servicing activities including principal and interest processing, fee administration, drawdowns, repayments, reference rate resets, amendments, and portfolio maintenance.

• Maintain high standards of operational accuracy, service quality, and client satisfaction.

Transformation, Automation & Operational Excellence

• Lead strategic initiatives that modernize lending operations, including Loan IQ adoption, workflow digitization, lending platform enhancements, and operating model redesign.

• Champion the use of automation, artificial intelligence, machine learning, advanced analytics, and emerging technologies to improve productivity and control effectiveness.

• Drive process standardization, simplification, and scalability across products and operational functions.

• Establish continuous improvement frameworks that enhance efficiency, quality, employee experience, and operational resilience.

• Support business expansion and product innovation through scalable operational capabilities and technology-enabled solutions.

Risk, Controls & Governance

• Maintain a robust operational risk and control framework aligned with regulatory expectations and enterprise risk standards.

• Ensure effective governance, issue management, quality assurance, escalation, and control-monitoring practices across the organization.

• Identify and mitigate operational, regulatory, and control risks while ensuring sustainable remediation of identified issues.

• Partner with Risk, Compliance, Legal, and Audit functions to support examinations, audits, regulatory reviews, and corrective action programs.

• Promote a culture of ownership, transparency, and disciplined risk management.

Executive Stakeholder Management

• Serve as the senior operational representative for Wealth Loans Operations across business