Senior Wealth Management Underwriter
2 days ago
Citi is a global leader in the financial services industry with over 200 years of history and unparalleled global network. Our diverse range of financial services and products enable us to help clients meet their biggest opportunities and face the world's toughest challenges.
At Citi, we're committed to empowering our employees to grow their careers and make a real impact. As a Senior Wealth Management Underwriter - Hybrid, you'll be part of our team that brings together the full power of Citi to serve the entire continuum of wealth clients. Your role will involve managing a portfolio of clients with lending requirements, ensuring credit analysis, documentation, risk identification, exposure monitoring, and associated administration with Citi Global Wealth lending activities.
This is an individual contributor role that requires strong communication and interpersonal skills to guide, influence, and convince internal stakeholders and occasionally external customers. You'll be responsible for acting as the first line of defense job role, working closely with business partners in lending and client management, and assisting lending advisors with preparing credit greenlight memos.
Key responsibilities include full credit underwriting with appropriate risk return characteristics based on Citi's credit and product standards, policies, and procedures; preparation of credit applications ensuring accuracy and completeness of data; financial analysis including cash flow statements; collateral evaluation covering investment portfolios, commercial real estate, art, aircraft, and other asset classes; and preparation and negotiation of credit documentation for facilities.
To succeed in this role, you'll need a Bachelor's/University degree or equivalent experience, 6-10 years of experience as a credit officer, strong knowledge of Citibank's credit policies, product programs, and Citi policies, and excellent communication (written and verbal) and interpersonal skills. Additionally, you'll require good negotiation skills, strong initiative and interactive approach to problem-solving, displays flexibility and independence in a demanding environment, and be a team player.
The estimated salary for this position is $120,000 - $180,000 per annum, depending on location and experience. If you're a motivated and results-driven individual looking for a challenging opportunity to grow your career, we encourage you to apply.
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