The Global Trade Working Capital Loan Operations Specialist (C12) is a high-impact role within the Global Trade & Working Capital Loans (TWCL) Operations team. This position is responsible for supporting the TWCL Operations team in driving operational excellence, embedding a robust global operational rhythm, and executing transformational change across Citi's global footprint.
Aligned with the TWCL Target Operating Model (TOM) and the multi year Digitization Plan, the successful candidate will collaborate closely with global/regional operations heads, product teams, and technology partners to support a high-growth business agenda. Key strategic priorities include accelerating straight-through processing (STP), driving the global adoption of eLoans, standardizing core systems, and optimizing risk distribution to drive efficiency and support business growth.
Responsibilities:
Operational Rhythm & Performance Governance
Global Team Co-ordination : Facilitate and support the TWCL Operations core team. Prepare high-quality materials, facilitate global meetings, and actively track deliverables and action items across regional representatives.
Global Performance Dashboards: Design, develop, and maintain monthly global reporting dashboards. Source and analyze operational data to populate key performance indicators (KPIs), providing actionable insights to performance oversight forums to support digitization, automation, and standardization.
Service Provider Oversight: Conduct rigorous analysis to support the oversight of internal and external service providers, including Global Loan Operations.
Steering Committee Support: Support Global Steering Committees through the preparation of executive-level presentations, meeting documentation, and rigorous follow-up on action items.
Process Re-engineering & TOM implementation
End-to-End (E2E) Process Reviews: Conduct comprehensive E2E process reviews across key global locations to perform operating model gap analyses (Current State vs. Target Operating Model) and identify strategic recommendations.
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Standardization & Optimization: Investigate, document, and implement global process changes to harmonize documentation requirements, eliminate regional variances, and improve the overall customer experience.
Pain Point Resolution: Perform ad-hoc process diagnostics and data analysis to identify operational bottlenecks and define structured action plans to resolve them.
Strategic Digitization & Technology Delivery
eLoan Adoption: Partner with country operations teams to identify and establish action plans to dismantle local barriers (technical, regulatory, or operational) to the adoption of e-loans at scale. Work with stakeholders to ensure necessary technical fixes and enhancements are prioritized in the technology Book of Work (BoW).
Agile Tech Delivery: Support the Global WCL Operations team in delivering technology changes within an Agile environment. Define business requirements, prepare user acceptance testing (UAT) scenarios, and ensure new features are successfully commercialized and embedded.
JIRA Ownership: Take ownership of specific JIRA epics, stories, and tasks to ensure transparent tracking of technology deliverables.
System Migration: Support workstreams dedicated to standardizing TWCL global systems, specifically driving the migration of product processors from legacy platforms (e.g., Flexcube) to the strategic target architecture (e.g., TRIMS) across global regions.
Product Integration & Financial Analysis
New Product Onboarding: Collaborate with Product and Operations teams to analyze requirements for new product launches or process changes, conducting detailed data analysis to support implementation recommendations.
Cost-to-Serve Analysis: Source, aggregate, and analyze cost data to deliver comprehensive cost-to-serve models comparing Trade Operations and Global Loan Operations, facilitating strategic executive decision-making.
Key Competencies:
Advanced Business Analysis: Proven ability to conduct end-to-end process mapping, identify operational pain points, and translate complex data into meaningful executive insights.
Stakeholder Management & Collaboration: Exceptional interpersonal skills with the ability to build trusted, collaborative relationships with cross-functional teams globally and regionally.
Analytical & Problem-Solving Excellence: Strong intellectual curiosity with a structured approach to identifying root causes of complex operational issues and developing sustainable solutions.
Agility & Adaptability: Comfortable operating in a fast-paced, evolving environment; proven ability to manage a demanding workload and prioritize tasks effectively.
Self-Motivation: A proactive self-starter who exhibits high energy, positive attitude, and the ability to act decisively under pressure.
Required:
Experience: Minimum of 5–7 years of experience in financial services operations, business analysis, or operational transformation roles.
Process Re-engineering: Demonstrated experience in process re-engineering, workflow automation, or large-scale operational migrations.
Tools: Proficiency in data analysis tools (Excel, BI tools) and project management platforms (JIRA/Confluence). Experience of utilizing AI to drive efficiencies.
Preferred:
Domain Expertise: In-depth knowledge of Trade Working Capital Loans (TWCL) business, processes, and systems within Citi.
Financial Acumen: Solid understanding of basic accounting principles and how financial transactions impact operating systems and the General Ledger (GL).
Methodologies: Strong working knowledge of the Software Development Life Cycle (SDLC) and Agile methodologies.
Education: Bachelor’s degree in Business, Finance, Technology, or a related field. Professional certifications (e.g., PMP, Scrum Master, Lean Six Sigma) are a plus.
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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Most Relevant Skills
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Other Relevant Skills
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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 Citi’s EEO Policy Statement and the Know Your Rights poster.
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