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Citi Commercial Bank - Loan Syndicate & Sales Vice President

The Loan Syndicate & Sales (“LSS”) Vice President is responsible for developing and maintaining bank lender relationships as well as managing the sales interaction during a syndication process.  The LSS and Loan Structuring teams sit within the Loan Syndication Group, which is responsible for executing syndicated loan transactions for Commercial Bank clients.

Responsibilities:

  • Take ownership for developing and maintaining lender relationships, managing lender communication, and conducting regular cadence calling effort
  • Record and maintain lender call notes and points of contact, with regular dissemination to the Loan Syndications group
  • Assist with the formulation of syndication strategies and lender targeting in consultation with the Head of Loan Syndicate & Sales
  • Manage sales process for new transactions and amendments, including coordinating lender invitations, delivering sales pitches, tracking lender updates and diligence questions, managing lender commitments deadlines and documentation, and acting as gatekeeper for lender communication
  • Provide timely syndication updates including early problem recognition
  • Source market intelligence, including trend development, lender appetite, and deal updates and present and disseminate this information to the Loan Syndications group
  • Assist with drafting market update materials, including quarterly loan market update pitch slides, Loan Market Newsletter, and monthly group updates regarding notable deals, lender developments, and trends
  • Help manage the use of Debtdomain as primary deal site provider, including overall relationship, subscription, and templates
  • Develop business and credit judgment as well as provide balanced assessments in working with internal team members and partners
  • Maintain a strong attention to detail, deliver high quality work product, and complete work in assigned timeframes

Qualifications:

  • Bachelor’s/University Degree
  • 6-8 years of banking experience, preferably with loan syndication, capital markets experience
  • Completion of formal credit training program preferred
  • FINRA Licensing, Series 79, 63, SIE (current or ability to obtain)
  • Fundamental credit skills, including demonstrated ability to evaluate business, industry, financial performance, and structure/terms
  • Strong financial and analytic skills, including proficiency with financial modeling and ability to rapidly assimilate complex information
  • Detail-oriented individual with strong organization ability and excellent communication, writing, and presentation skills
  • Obtain/maintain required FINRA registration and licensing  

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Job Family Group:

Commercial and Business Sales

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Job Family:

Commercial Product Sales

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$142,320.00 - $213,480.00


In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Anticipated Posting Close Date:

Apr 28, 2025

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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.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

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

View the EEO Policy Statement.

View the Pay Transparency Posting

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Average salary estimate

$177900 / YEARLY (est.)
min
max
$142320K
$213480K

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What You Should Know About Citi Commercial Bank - Loan Syndicate & Sales Vice President, Citi

If you're looking to take the next step in your banking career, consider the Loan Syndicate & Sales Vice President position at Citi in New York! In this role, you will play a crucial part in developing and nurturing relationships with bank lenders while also managing the intricate sales processes that come into play during syndication. You’ll be at the forefront of executing syndicated loan transactions for our Commercial Bank clients. Your responsibilities will encompass everything from maintaining detailed communication with lenders to crafting syndication strategies alongside the Head of Loan Syndicate & Sales. You'll manage sales processes for fresh transactions and amendments, ensuring that every interaction with lenders is as smooth and efficient as possible. But that's not all! You'll also provide essential market intelligence, helping the Loan Syndication Group stay ahead of trends and insights that matter. With a keen attention to detail and strong organizational skills, you'll turn complex information into easily digestible updates for the team. A bachelor’s degree and 6-8 years of relevant banking experience are essential, along with fundamental credit skills. Here at Citi, we believe in fostering talent—that's why we offer competitive salaries and a host of benefits, including medical coverage, retirement plans, and generous paid time off. Join us and help shape the future of loan syndication!

Frequently Asked Questions (FAQs) for Citi Commercial Bank - Loan Syndicate & Sales Vice President Role at Citi
What are the main responsibilities of a Loan Syndicate & Sales Vice President at Citi?

As a Loan Syndicate & Sales Vice President at Citi, your main responsibilities will revolve around managing relationships with bank lenders, coordinating syndication processes, and overseeing the sales interactions during loan syndications. You will assist in formulating syndication strategies and actively source market intelligence to present to your team, ensuring everyone is aligned with the latest industry trends.

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What qualifications do I need for the Loan Syndicate & Sales Vice President position at Citi?

To qualify for the Loan Syndicate & Sales Vice President position at Citi, candidates should have a bachelor's degree and 6-8 years of relevant banking experience, preferably in loan syndication or capital markets. Completion of a formal credit training program is preferred along with FINRA Licenses, specifically Series 79, 63, and SIE. Strong analytical skills and attention to detail are essential.

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What is the salary range for a Loan Syndicate & Sales Vice President at Citi?

The expected salary range for a Loan Syndicate & Sales Vice President at Citi varies from $142,320 to $213,480 annually. Additionally, Citi offers incentive and retention awards, alongside competitive health benefits and generous paid time off.

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What skills are essential for success as a Loan Syndicate & Sales Vice President at Citi?

Success in the Loan Syndicate & Sales Vice President role at Citi requires strong financial and analytical skills, excellent communication abilities, and a detail-oriented mindset. The ideal candidate should be adept at financial modeling and possess fundamental credit skills to evaluate business performance and structures effectively.

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What type of career growth can I expect as a Loan Syndicate & Sales Vice President at Citi?

Citi is committed to professional development, so as a Loan Syndicate & Sales Vice President, you can expect ample opportunities for career growth. The role itself is a leadership position that prepares you for even more senior roles within Citi's Commercial Bank or other divisions, with potential access to training programs and ongoing learning.

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Common Interview Questions for Citi Commercial Bank - Loan Syndicate & Sales Vice President
Can you explain your experience with loan syndication?

When answering this question, focus on specific past experiences where you engaged in loan syndication. Highlight the types of transactions you've managed, the role you played, and how those experiences equipped you for the Loan Syndicate & Sales Vice President position at Citi.

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How do you approach developing relationships with lenders?

Demonstrate your interpersonal skills by explaining how you build relationships with lenders through consistent communication and active listening. Discuss your strategies for maintaining those relationships and how they contribute to successful syndication processes.

Join Rise to see the full answer
What strategies would you use to develop syndication plans?

Discuss your analytical skills and market research methods when tackling this question. Provide examples of how you've previously formulated syndication strategies based on market intelligence and lender appetites, underscoring your experience in the Loan Syndicate & Sales function.

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How do you ensure accuracy in your work and attention to detail?

You can share specific examples of challenges you faced in previous roles that required a keen attention to detail, such as managing complex documentation or maintaining lender communication. Highlight the tools or practices you employ to ensure thoroughness in your work.

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What experience do you have with financial modeling?

Share detailed experiences demonstrating your proficiency in financial modeling, explaining the types of models you've created, and how they've influenced decision-making in syndication scenarios. This will showcase both your technical skills and your relevance to the Loan Syndicate & Sales Vice President position.

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Can you provide an example of a significant problem you encountered in a syndication process and how you resolved it?

Be prepared to discuss a specific instance where you faced a challenge during a syndication process and the steps you took to resolve it. Highlight your problem-solving skills and how your actions led to a positive outcome, demonstrating your capability for the Vice President role.

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How do you stay updated on market trends and lender appetites?

This question allows you to illustrate your proactive approach in sourcing market intelligence. Detail your methods for staying informed—whether through specific industry publications, networking, or financial databases—which will show your commitment to the role.

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What is your experience with managing projects and coordinating teams?

Candidates should describe how they've successfully managed projects in past roles, focusing on leadership experiences where they coordinated teams for successful syndications. Emphasize your organizational and teamwork skills that would be essential for a Vice President position.

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How do you prioritize tasks under tight deadlines?

Sharing insights into your time management skills can be an advantage. Discuss your strategies for prioritizing tasks when facing tight deadlines, such as breaking down larger tasks into manageable parts and effective delegation if applicable.

Join Rise to see the full answer
Why are you interested in working as a Loan Syndicate & Sales Vice President at Citi?

Your answer should reflect a genuine interest in the position and the company. Discuss why Citi's values resonate with you and how your career aspirations align with the growth and opportunities presented in this role.

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Citi’s mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capi...

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CULTURE VALUES
Inclusive & Diverse
Rise from Within
Mission Driven
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Full-time, on-site
DATE POSTED
March 27, 2025

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