Technology and Communications Underwriter/Manager - Senior Vice President
Company: citi private bank
Location: Irving
Posted on: March 26, 2026
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Job Description:
Working at Citi is far more than just a job. A career with us
means joining a team of more than 230,000 dedicated people from
around the globe. At Citi, you’ll have the opportunity to grow your
career, give back to your community and make a real impact. Job
Overview The Underwriter/Manager role executes all responsibilities
regarding underwriting such as: credit analysis, underwriting, and
monitoring from early origination discussions to development of
credit approval memos, senior approval forums, conducting initial
financial analysis, due diligence, projection modeling, stress
testing, risk ratings and other in-depth analysis performed by
junior resources.In addition, this role will have direct management
over a certain number of analyst and associates within the group,
and will report directly into the Technology and Communications
Underwriting Head Responsibilities: 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. Supports 1LOD partners in structuring
transactions in accordance with Citi’s underwriting standards
Maintain strong understanding of Citi products and minimum
underwriting standards 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 Qualifications: 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 Education: Bachelor’s/University degree,
Master’s degree preferred This job description provides a
high-level review of the types of work performed. Other job-related
duties may be assigned as required.
Keywords: citi private bank, Carrollton , Technology and Communications Underwriter/Manager - Senior Vice President, Accounting, Auditing , Irving, Texas
