Technology and Communications Underwriter/Manager - Senior Vice President at Citi
Irving, Texas, United States -
Full Time


Start Date

Immediate

Expiry Date

09 Apr, 26

Salary

0.0

Posted On

09 Jan, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Analytical Thinking, Constructive Debate, Escalation Management, Financial Analysis, Policy and Procedure, Policy and Regulation, Product Knowledge, Risk Controls and Monitors, Risk Identification and Assessment

Industry

Financial Services

Description
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 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. ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jan 15, 2026 ------------------------------------------------------
Responsibilities
The role involves managing the end-to-end credit process of a portfolio and providing recommendations throughout the transaction and accounts receivable lifecycle. Additionally, the position requires leading credit conversations with auditors and ensuring compliance with policies and procedures.
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