Citi

Client Services Representative

• manage reconciling and processing positions related to Corporate Action events
• serve as primary contact for Prime Broker clients, providing support across Asset Servicing specific to Corporate Action and Income events
• research and resolve questions or issues presented by clients
• perform reconciliations for applicable client account positions as required
• craft robust client communications
• identify and manage risk to the business
• hold or attend client conference call meetings and/or in-person meetings

Asset Servicing Client Service Lead

Operations

• Lead the Prime Brokerage Margin Operations capability
• Drive functional transformation, implementing best-in-class margin and collateral organization
• Provide SME leadership on Reg T, Portfolio Margin (PM), FINRA rules
• Drive Strategy and Transformation and set operational and technical vision
• Design and govern future-ready operating models, tools, and frameworks
• Implement and oversee strong risk management and control capabilities
• Promote a culture of continuous improvement, cultivating a robust service and control environment
• Coach and mentor team members

Senior Vice President, Prime Margin Market Operations

• Lead the Operations Support department through delegation of tasks and responsibilities for multiple teams
• Conduct performance evaluations, compensations, hiring, disciplinary actions, and terminations of team members as well as determining staffing needs
• Monitor team’s end results, ensuring quality and efficiency and contributes to resource planning, budget management and formulation of procedures
• Contribute to development of new techniques, models, and plans within area of expertise
• Facilitate alignment of the Operations Support infrastructure through focused technologies and processes
• Ensure compliance with government regulations as they pertain to retail accounts serviced through the evaluation and implementation of appropriate control and testing measures
• Provide evaluative judgement based on analysis of information and in-depth knowledge of policies and procedures in complicated and unique situations
• Has the ability to operate with a limited level of direct supervision. Can exercise independence of judgement and autonomy. Acts as SME to senior stakeholders and /or other team members. Ability to manage teams.

Assistant Vice President – Operations Support Manager

Backend Engineer

• Design, develop, and maintain responsive, user-friendly web interfaces using .NET Core MVC, ASP.NET, Angular, JavaScript, Bootstrap, and CSS, ensuring performance and usability standards are met.
• Architect and develop scalable database schemas, stored procedures, and functions across relational and NoSQL database platforms to support application requirements.
• Create and maintain automated workflows that interact with multiple APIs, databases, and application UIs to drive system integration and process efficiency.
• Collaborate with business stakeholders, architects, and analysts to translate requirements into user stories and provide technical sizing estimates to support prioritization and delivery planning.
• Design, build, and maintain RESTful microservices and backend services using .NET Core, adhering to microservices architecture principles and design patterns.
• Manage code promotion activities and SDLC compliance artifacts, ensuring all required documentation and governance checkpoints are met throughout the software delivery lifecycle.
• Maintain code repository hygiene and ensure developer metrics are consistently achieved across branches, commits, and version control practices.
• Participate in UAT testing cycles and resolve defects in a timely manner to protect release schedules and ensure quality delivery.
• Support CI/CD pipeline operations and DevOps tooling (Harness, Tekton, GitHub) to facilitate reliable, automated deployment and continuous integration practices.
• Contribute to Agile ceremonies including sprint grooming, backlog refinement, and delivery planning, taking ownership of assigned tasks through to completion.

.NET Full Stack Developer – Microservices

Vice President

• Company Research and Industry Analysis
• Analyzing Financial Data and Financial Modeling
• Interacting with Several Partners
• Project Coordination
• Appropriately assess risk when business decisions are made

Commercial Associate – AVP

Analyst

• Leverage data and advanced analytics to derive patterns, trends and insights, and perform risk/reward trade-off analysis.
• Ownership and management of internal fraud rules, data sources, and evaluation of ETL, execution performance and gap analysis.
• Drive alignment across functional teams by interacting with data engineers, analysts, and business leaders to ensure shared understanding of data logic, and implementation specifics.
• Ownership of controls and governance processes, identify potential process gaps and opportunities for improving effectiveness.
• Generate and manage regular and ad-hoc reporting to enable effective investigation and identification of detection possibilities.
• Build effective relationships within and outside the internal fraud team to help ensure successful and timely execution of key portfolio priorities.

Business Analytics Intermediate Analyst – Internal Fraud Analytics

• Engage in the Build and support activities for RunBook Automation (RBA)
• Help in onboarding applications for adoption based on their criticality
• Provide regular updates to management including accomplishments, challenges, risks and dependencies
• Collaborate with respective technology teams to get APIs for inclusion within RBA
• Utilize Agile methodology and tools for new onboardings, developments of new features, enhancements
• Participate in review meetings relating technology tools strategies to business requirements
• Assure adherence to all support process and tool standards
• Perform other duties and functions as assigned
• Appropriately assess risk when business decisions are made

Application Support Intermediate Analyst, Java

General Counsel

• Responsible for providing legal counsel to the Business, participating in strategic initiatives, providing subject matter expertise and interpretations of relevant laws, rules, regulations, and industry practices, and advising business management on legal matters impacting the business
• Objectively evaluates Business proposals by applying institutional knowledge and risk appetite against industry standards, widely accepted business practices, laws, rules, and regulatory guidelines, escalating as appropriate
• Collaborates across internal lines of business and control/support functions to achieve coordinated and efficient outcomes on matters of common interest; coordinate closely with the Legal team on a regional and global basis
• Participates in BUSINESS planning and development initiatives; contribute to business objectives by providing thought leadership using knowledge of industry, laws, and regulations
• Proactively identifies, evaluates, and contributes to the appropriate management of legal, regulatory, and reputational risk by collaborating with ICRM & Risk, following relevant legal developments, participating in internal projects, escalating as appropriate
• Manages day-to-day legal activities as a subject matter expert in area of responsibility and provide advisory services to business partners
• Monitors management of complex legal issues and transactions, escalating when necessary
• Timely negotiation and preparation of ISDA Master Agreement, Global Master Repurchase Agreement, Global Master Securities Lending Agreement, CDEA and other markets trading documentation; negotiation of ancillary trading documentation, including review of corporate documentation, security and collateral documentation.
• Conduct due diligence to determine whether agreements are enforceable and meet the well-founded basis standard under applicable capital rules. - Coordination and tracking of deviation approvals including compliance of documentation with legal, regulatory requirements and Citi policies. Legal support, advice, and guidance across a broad range of practice areas whilst appropriately assessing risk of business decisions made by driving compliance with applicable laws, rules and regulations and adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Management of data inputting for trading documentation and interaction with other regional support teams regarding trading documentation data systems and related queries, amendments. Participation in global documentation regulatory and remediation projects. Assist in the coordination and support of AP Markets Legal Contract Management processes and initiatives. Liaise with other control and functional business in support of the initiatives that the AP MLCM is involved in. Provides analysis of matters in support of resolution of complex and variable situations or to formulate an approach. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Senior Lead Counsel 1 – Product – Senior Vice President

Account Manager

• Manage client relationships and further develop our businesses with designated NBFI customers across a number of segments (Insurance/Securities/funds, etc)
• Identify/develop new prospective NBFI clients within the South Region
• Achieve revenue targets as set by Global/Regional/China management from multiple aspects including Banking, Services, Markets and others.
• Work closely with various product sales from Services, Markets etc, to provide covered NBFI clients with comprehensive and one-City solutions
• Pro-actively manage client portfolio to maintain good risk/credit quality through credit review processes
• Work closely with various internal stakeholders such as Risk, Compliance, legal and operations to ensure regulatory requirements are always adhered to and proper controls are in place for managing the NBFI clients assigned

Senior Relationship Manager, FIG

AI Engineer

• Spearhead AI-driven transformation in investment banking
• Lead the end-to-end design, architecture, and implementation of advanced AI/ML solutions
• Engage directly with clients to gather requirements and ensure successful adoption
• Act as a primary subject matter expert and thought leader in advanced AI/ML engineering
• Provide overarching technical leadership and mentorship to engineering teams
• Ensure AI solutions are built for optimal performance, scalability, resilience, and security
• Collaborate closely with business stakeholders and external clients to identify critical business needs
• Drive strategies for utilizing both structured financial datasets and unstructured data sources effectively
• Oversee the deployment, scaling, monitoring, and continuous maintenance of AI/ML solutions
• Contribute to the strategic vision for AI in investment banking by researching and advocating for new AI technologies

Director, Applied Artificial Intelligence Engineering

• Lead as the subject matter expert across a broad sales Area of assigned branches, which comprise of branch stakeholders and other Area partners (e.g. Wealth Management, Mortgage)
• Partner with cross retail segment Area peers spanning Wealth Management, Consumer and Mortgage and initiate collaboration to optimize relationships to execute sales plan
• Accountable to scorecard metrics and KPI’s as defined by Senior Management
• Support the development of small business knowledge and skills to assigned branch Area team through execution of joint sales activities, ongoing training, and identifying referral opportunities
• Call on your assigned book of high valued clients, to deepen the relationship and retain their business, while owning, responding to, and proactively uncovering future needs, roadblocks, or risks for the business to achieve their goals
• Educate and introduce clients to the appropriate products and services that fit their needs and grow both the balance and revenue of your portfolio
• Manage credit requests up to $250K, and work closely with Sr. Business Bankers on lending relationships over $250K
• Develop and execute an integrated and comprehensive sales plan to achieve scorecard results, drive acquisition of new to bank clients and target industry/sectors maximizing the highest potential across designated territory
• Adhere to sales management routines, sales practices and protocols for Business Banking to ensure compliance with all policies and procedures.
• Proactively manage portfolio of assigned high value clients.
• Expand business banking customer relationships by identifying needs and maximizing opportunities while ensuring customer satisfaction and retention.
• Foster teamwork and Business Banking knowledge in all assigned branches to ensure a positive customer experience.
• Be accountable to client service scores.
• Collaborate with Consumer and Wealth business partners to deepen client relationships.
• Work closely with the credit/risk team and Branches to facilitate loan closings, including pipeline management, loan escalations / appeals and advocacy, application quality and pricing issues.
• Strictly adhere to internal control policies such as the account opening and credit protocols of accurate collection, completion and updating of all required documentation.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Business Banking Relationship Manager, Assistant Vice President

• Design and build RESTful APIs and microservices architectures that are scalable, reliable, and fault-tolerant across Citi's technology platforms.
• Develop production-grade services using Java, Spring Boot, and Node.js, with a focus on performance and maintainability.
• Implement inter-service communication patterns using REST and messaging queues to ensure seamless integration across distributed systems.
• Define and enforce standards for coding, testing, debugging, and deployment to raise engineering quality across the team.
• Partner with cross-functional teams — including architecture, infrastructure, and product — to align technical solutions with business goals and identify opportunities for system improvement.
• Lead code reviews and architectural design discussions, providing guidance and coaching to mid-level developers and analysts.
• Evaluate complex business and system processes to identify issues early and develop practical, innovative engineering solutions.
• Apply sound risk judgement when making technical decisions, ensuring compliance with applicable policies and maintaining the integrity of Citi's platforms.

Java Microservices Lead Developer – Vice President

Underwriter

• Lead and manage a team of analysts, through the delegation of tasks and responsibilities, providing guidance and support on condominium and cooperative reviews in support of mortgage underwriting for Retail, Home Equity, Wealth and Correspondent channels
• Ensure all condo projects and cooperatives adhere to Citi, Fannie Mae, and Freddie Mac lending guidelines
• Monitor daily queue dashboard and production reports and address production and/or pipeline management issues, serving as an escalation point of contact for these and SLA related issues with the goal of elevating customer experience
• Act as the primary subject matter expert for all condominium and cooperative related inquiries across Sales, Underwriting, Processing, Credit Policy, Investor Relations, Repurchase, Post Close, and Correspondent teams
• Conduct monthly audits of condo / co-op reviews to maintain adherence to standards and procedures as well as agency policy and regulatory requirements
• Collaborate with Credit Policy to develop and update condo / co-op lending guidelines
• Serve as the primary liaison with Fannie Mae and Freddie Mac for underwriting audits, providing necessary documentation and clarifying procedures and guidelines
• Partner with the Repurchase department to address document requests from Fannie Mae and Freddie Mac and dispute repurchase claims as they arise
• Develop and deliver comprehensive condo / co-op training to internal partners as required
• Conduct managerial responsibilities, including coaching/mentoring, performance management and evaluation, work assignment management and resource/capacity management, monitoring and escalating as needed
• Continuously identify process improvements and efficiencies to support business unit goals through dissecting issues and making recommendations

Senior Credit Underwriting Manager

• Supports the Correspondent Account Executive covering Southern California, Arizona and Nevada.
• Coordinates with Account Executive on completion of specific tasks.
• Works with CPE analyst to identify and address client quality trends.
• Serves as point of contact for all client escalations.
• Provides feedback to CPE and client support regarding lender pipelines.

Client Services Consultant

Full-stack Engineer

• Demonstrate the ability to attract senior talent and multiple functions from inside and outside of company.
• Teach others how to set high organizational performance standards, determine performance measures and goals and establish a leadership bar.
• Recognize trends for larger-scale development needs within and across teams and build plans to develop skills.
• Lead the end-to-end development, implementation, and successful delivery of large-scale, critical, and/or technically challenging software initiatives related to payments platforms, payment gateways, fraud detection systems, or core banking payment integrations.
• Maintain detailed technical knowledge of the work performed by your teams and proactively drive improvements in consistency, integration, and interoperability between your software and related systems owned by other teams, including legacy payment systems and external payment networks.
• Develop and communicate department vision that supports the broader organizational vision; ensure team culture consistently demonstrates alignment with leadership principles; and visibly ties department decisions to leadership principles and tenets.
• Lead design reviews for your team and actively participate in design reviews of related software or other team software at your location.
• Work very efficiently and routinely deliver the right things.
• Demonstrate technical influence over 3-4 teams, either via a collaborative software effort or by increasing their productivity and effectiveness by driving software engineering best practices.