Citi

Securities Based Lending Advisor – Director

Citi

full-time

Posted on:

Location Type: Hybrid

Location: Beverly Hills • California • United States

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Salary

💰 $170,000 - $300,000 per year

Job Level

Lead

About the role

  • Support the delivery and growth of Citi Private Bank’s SBL offering across the Americas
  • Apply advanced disciplinary knowledge to enhance existing practices and contribute to the development of new methodologies, processes, and workflows
  • Evaluate complex, variable issues with significant potential impact
  • Analyze multiple inputs, weigh alternative solutions, and navigate competing priorities to reach sound conclusions
  • Contribute to the training and development of new team members
  • Partner closely with the Global SBL Head and regional counterparts to advance strategic priorities for the business
  • Collaborate with Private Bankers, Lending Advisors, Underwriters, and Risk teams to ensure alignment, enable seamless execution, and enhance the client experience
  • Work independently, take ownership of assigned initiatives, and contribute meaningfully to broader regional SBL objectives

Requirements

  • 15+ years of experience
  • Strong and proven analytical, financial structuring and execution skills
  • Strong marketing and sales skills
  • Over 7 years’ experience as a Credit Officer
  • Strong knowledge of Citibank’s Credit Policies, Product Programs and Citi Policies
  • Good knowledge of financial markets, investments, banking and loan products
  • Financial and cash flow modelling
  • Excellent communication (written and verbal) and interpersonal skills
  • Ability to work under pressure to tight deadlines
  • Good negotiation skills
  • Strong initiative and interactive approach to problem solving
  • Displays flexibility and independence in a demanding environment
  • Team player
Benefits
  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial structuringexecution skillsfinancial and cash flow modellingknowledge of Citibank’s Credit Policiesknowledge of Product Programsknowledge of Citi Policiesknowledge of financial marketsknowledge of investmentsknowledge of banking productsknowledge of loan products
Soft Skills
analytical skillsmarketing skillssales skillscommunication skillsinterpersonal skillsnegotiation skillsinitiativeproblem solvingflexibilityteam player