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Citi Group FP & Group Manager SVP United States, Florida, Jacksonville
Lead creation of Citi financial reports and liaise with finance teams to provide a summary of financial trends and insight to senior management. Lead analysis of forecasts, strategic and operating...
Performs ongoing risk assessments to identify key risks impacting regulatory reports and contributes to the building and maintaining the audit plan to mitigate those risks. Contributes to developing and enhancing...
Oversee completion of investment policy statement. Act as a technical/industry expert in managing complex individual and family client relationships for clients who desire a sophisticated investment program, including, manager selection,...
Support in overseeing daily operations for multiple teams and unit supervisors and ensure teams meet performance and quality expectations. Manage staff resource allocation while assisting with the development and oversight...
Serve as single point of contact and coordinator for Financial Crimes and Fraud Prevention audits and exams to manage deliverables, stakeholder engagement, tracking, facilitating status and walkthrough calls, obtaining, and...
Supervise a business analytic team supporting one large system or multiple systems with responsibilities including work allocation, budget and planning, performance evaluation, compensation, staffing and other duties as assigned. Provide...
Performs, monitors, and demonstrates adherence to internal and external standards, policies, laws, rules, and regulations related to client advice and recommendations, sales practice activities, and conduct of market personnel. Manages...
Lead creation of Citi financial reports and liaise with finance teams to provide a summary of financial trends and insight to senior management. Lead analysis of forecasts, strategic and operating...
The Loan Manager role is a critical one for the tech industry, where organizations require specialized and comprehensive insights into their loan needs. The Loan Manager will be responsible for leading the loan management process for clients, including evaluations of current debts/credits and loans.
The Loan Manager role is highly responsible, as the loan manager is expected to identify solutions to improve current loan policies and processes. This involves researching the market, including rates of interest and loan terms, customer credit scores, and other factors that can impact the loan recommendation. The Loan Manager will then be required to consult with clients to assist them in making the best decision in loaning.
Other primary duties of the Loan Manager role include assessing customer credit lines and handling debt/credit applications. This role requires great attention to detail and must also possess experience in credit analysis, customer service, and loan processing.
Excellent customer service and communication skills are also required, as the Loan Manager will often be communicating with customers to confirm loan applications. This includes researching any customer complaints and presenting personalized solutions. Strong problem-solving capabilities and organizational skills are also necessary to work with clients and to ensure loan processing is completed accurately.
Overall, the Loan Manager role is an important and crucial position in the tech industry, as it is responsible for ensuring clients can access loan products with budget-friendly terms and favorable rates. The Loan Manager must have a proactive attitude to ensure customer satisfaction and loan satisfaction. If you have the necessary skills and experience, Expoint is the place to find the perfect Loan Manager position!