Wealth Credit Management, Loan Product

6 days ago

Singapore Citi Full time

Wealth Credit Management (WCM) at Citi is a newly formed business line to provide integrated end to end credit underwriting, transaction and portfolio management in partnership with all the origination businesses of the Private Bank and Wealth Management of Citi. Loan Management & IF Deal Closing team in Loan Product & Transaction Management is the dedicated team supporting multiple aspects of the lending lifecycle, specifically to ensure a smooth transition of client to servicing activities and ongoing oversight of the loan lifecycle post closing and also to interpret, review and collect all finance and regulatory documents needed to close and book loan deals as well as to ensure critical data are captured properly in various systems and can be validated against gold source and appropriate legal document.

We are looking to hire an experienced professional to contribute and perform a role on the IF Deal Closing team & Loan Management team within Loan Product and Transaction Management in WCM.

Key Responsibilities:

- Manage and contribute to the creation of processes, standards, procedures, controls, training, and implementation of function across LMT.
- Manage ad-hoc servicing requests, monitor escalations and coordinate payoffs / terminations
- Monitor ongoing reconciliation reports to ensure persistent data quality and coordinate remedial actions across loan systems.
- Provide ongoing oversight of Operational KPI / KRI
- Institute and ensure effectiveness of controls and processes meet internal policies and regulatory requirements/expectations
- Review the Term Sheets/Documentation for new closings / amendments/ restructures.
- Provides checklists to transactors / underwriters detailing all documents needed to close.
- Review the draft credit agreement for roles and responsibilities as well as Operational mechanics - compatibility with loan product processor and any manual touch points involved.
- Continue to work in concert with Transactors & external counsel for changes / updates to the draft credit agreement and provide feedback as needed.
- Provide formally sign off on the final draft agreement prior to the executed version. Sign-off includes the verification of the credit line in CP vs the credit agreement.
- IF team closer continually confers with Operations to address issues and to ensure timely booking (and funding) and confirms to transactors.
- Escalate issues with appropriate stake holders

Knowledge, Experience and Skills:

- Solid knowledge of Loan product and/or Loan Operations activities
- Expert in reading and interpreting credit agreements
- Proven ability to collaborate with team members and senior management within the lines of business and across multiple stakeholders
- Expert in reading and interpreting complex credit agreements
- Understanding of loan accounting concepts
- Understanding of process redesign / re-engineering and execution
- Analytical capabilities including the ability to identify, escalate, and propose solutions to complex problems
- Proven track record in establishing and maintain business line partnerships
- Strong influencing skills and ability to work in an environment where priorities are frequently changing
- Adapt to an evolving process and proactively suggest process improvements
- Ability to multi-task through the practice of strong organizational and time management skills with experience in continuously following-up with various stakeholders and execution team
- Qualifications:

- 5+ years of experience in large financial institution is a must
- Proficient with Microsoft Office Suite (Excel, Word, and PowerPoint)
- Prior experience in Loan product is preferred
- Understanding of lending rules and regulation is a plus
- Experience with exposure and transactions reporting tools
- Attention to detail
- Excellent oral and written communication capability
- Ability to take initiative and self-motivate
- Developed analytical and problem-solving abilities
- **Job Family Group**:
Private Client Product Services
- **Job Family**:
IF Lending Generalist
- **Time Type**:
Full time
- Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.

View the **EEO Policy Statement**.

View the **Pay Transparency Posting

  • Wcm, Loan Product

    6 days ago

    Singapore Citi Full time

    Wealth Credit Management (WCM) at Citi is a newly formed business line to provide integrated end to end credit underwriting, transaction and portfolio management in partnership with all the origination businesses of the Private Bank and Wealth Management of Citi. Loan Management & IF Deal Closing team in Loan Product & Transaction Management is the dedicated...

  • Credit and Loan Specialist

    1 week ago

    Singapore FORTUNE CREDIT PTE. LTD. Full time

    FORTUNE CREDIT PTE. LTD. is committed to providing innovative loan solutions that cater to our customers' diverse needs.

  • Credit and Loan Product Specialist

    7 days ago

    Singapore Just Recruit Singapore Pte Ltd Full time

    Role Overview:We are looking for a Credit and Loan Product Specialist to join our team at Just Recruit Singapore Pte Ltd. The successful candidate will have a strong understanding of loan and credit card products, with excellent communication and interpersonal skills.The Credit and Loan Product Specialist will be responsible for presenting loan and credit...

  • Credit Risk Manager

    1 week ago

    Singapore Skillsforce Management Consultancy Pte Ltd Full time

    Seeking an incumbent who has experience in Credit Risk Wealth Management Analysis. Responsible for conducting a detailed credit analysis based on information furnished by the borrower, publicly available information, the lender's evaluation of the borrower's credit needs, and the ability to pay across a range of products against credit standards set by the...

  • Wealth Product Specialist

    2 weeks ago

    Singapore DBS Bank Limited Full time

    Job OverviewDBS Bank Limited is dedicated to providing expert advice on wealth products and solutions. Our Treasures platform offers a comprehensive range of financial solutions including deposits, investments, insurance, mortgages, credit cards and personal loans. We require experienced professionals to join our team and provide exceptional service to our...

  • Credit Analysis Manager

    1 week ago

    Singapore SHENTON CREDIT PTE. LTD. Full time

    As a Credit Analysis Manager at SHENTON CREDIT PTE. LTD., you will be responsible for managing loan portfolios, analyzing credit risk, and providing expert guidance to stakeholders.About the PositionThis is a key leadership role that requires a deep understanding of lending practices, industry regulations, and market trends.Key AccountabilitiesManage loan...

  • Wealth Manager

    2 weeks ago

    Singapore DH Wealth Management Pte Ltd Full time

    We are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...

  • Wealth Manager

    2 weeks ago

    Singapore DH WEALTH MANAGEMENT PTE. LTD. Full time

    We are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...

  • Wealth Credit Management

    3 days ago

    Singapore Citi Full time

    This role is within the regional APAC Global Wealth Management, Wealth Credit Management (WCM) Team who are responsible for underwriting of Wealth Credit products, that include Commercial Real Estate, Residential Real Estate, Insurance premium Financing and other cash flow based lending products for Wealth Management clients in Asia.. The Wealth Credit...

  • Wealth Management Specialist

    6 days ago

    Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesDo you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for youIn this exciting role, you will play a...

  • Loan Officer

    2 days ago

    Singapore EZ LOAN PTE. LTD. Full time

    Loan Officer/ Credit Consultant: Tanjong Pagar MRT, Lavender MRT, Nicoll Highway MRT **Salary: Basic + Commission ( $3000-$4000 / month ) **Responsibilities: - Handle call and message, online inquiries - Explain the terms and conditions of contract to customers - Schedule appointments for clients **Requirements: - No experience required, training...

  • Loan Officer

    4 weeks ago

    Singapore SHENTON CREDIT PTE. LTD. Full time

    Roles & ResponsibilitiesResponsibilities:Conduct comprehensive financial assessments of loan applicants, evaluating income, credit history, and debt-to-income ratio. Guide clients through loan product options, terms, and repayment plans, ensuring clarity and understanding. Collect and verify applicant documentation, ensuring accuracy and completeness of...

  • Loan Relationship Officer

    4 days ago

    Singapore PLATINUM CREDIT PTE. LTD. Full time

    **Job Description 2. Prepare loan agreement and explain to the borrowers of the terms and conditions of loans 3. Follow up with loan repayment 4. Manage the relationship with the borrowers 5. Assist on any debt recovery calls and coordination if necessary **Requirement 1. Min O level and above 2. Pleasant and approachable personality, comfortable to...

  • apex wealth manager

    4 weeks ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Roles & ResponsibilitiesJoin us as AN APEX WEALTH MANAGER, get a head start in the finance industry, and be on track to undertake managerial positions. Build your career and make a difference—no prior experience is needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft...

  • Wcm, Investment Finance Loan Management and Deal

    2 weeks ago

    Singapore Citi Full time

    Wealth Credit Management (WCM) at Citi is a newly formed business line to provide integrated end to end credit underwriting, transaction and portfolio management in partnership with all the origination businesses of the Private Bank and Wealth Management of Citi. Loan Management & IF Deal Closing team in Loan Product & Transaction Management is the...

  • Wealth Management

    1 week ago

    Singapore JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including...

  • Loan Processing Officer

    4 days ago

    Singapore Speed Credit Pte Ltd. Full time

    **Responsibilities**: Identify and assess customers needs and eligibilities for loan packages promptly. - Provide and advise appropriate loan solutions and alternatives. - Manage customers expectations and follow up with resolutions swiftly. - Conduct credit search on customers and collect all necessary information and documents from them. - Submit...

  • Credit Admin Manager

    5 days ago

    Singapore BANK OF CHINA LIMITED Full time

    **Job Description Key member of Operation & Credit Control team in Private Banking Department to support the daily run-the-bank processes and controls with specialisation in the below responsibilities: 1) Issue credit documentation and ensuring that the terms and conditions complies with credit approvals. 2) Maintain proper records of credit files and...

  • Wealth Management Administrator

    1 week ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Why Join Us?At APEX WEALTH MANAGEMENT LLP, we offer a dynamic and supportive work environment where you can grow and develop your career. We are committed to delivering exceptional results for our clients, and we seek like-minded individuals who share our passion for excellence.We believe that our people are our greatest asset, and we invest in their growth...

  • Wcm Credit Management

    3 days ago

    Singapore Citi Full time

    Wealth Credit Management (WCM) at Citi is a newly formed business line to provide integrated end to end credit underwriting, transaction, and portfolio management in partnership with all the origination businesses of the Private Bank and Wealth Management of Citi. We are looking to hire an experienced professional to contribute to the Credit Management Team...