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Tashana Sprattling
2016 Summer Analyst Program Presentation
August 2016
Strictly Private and Confidential
Global Loans - Delaware CSC
AGENDA
1. Global Loans Composite
2. Projects / Initiatives Assigned & Accomplishments
3. Key Takeaways From Assignment
4. What Will I Take Away From My Experience at Citi?
Global Loans Composite
3 05/03/2023 Presentation Title
Global Loans
Trading 3rd PartySLT Private
Bank CCC Agency/Deal Closing
PrivateBank
Law Firm GroupAHS
SyndicationsHigh net-worth
LATAM
Projects / Initiatives You Were Assigned and Accomplishments · APPLICATIONS
FlexCube
OneSource
WINS
· PROCESSES/PROCEDURES
Loan payments
Fee liquidations
General ledger
WINS Requests
Value date amendments (VAME)
Contract input information
Auto debit
Address changes/ Customer maintenance
Interest Waives
Global Loans: Syndications
APPLICATIONS STARS, WINS, Scrittura, FlexCube,
Credit Platform
PROCESSES/PROCEDURES WINS payments Rate change Obtaining credit forms Value dated amendment Contract input information
INFLUENTIAL TEAM MEMBERS Gregory Victor Enid Boakye Helen Ajiboye Rudy Tirok Robert Ross Jose Claudio
SyndicationsAgent Banks
*HNW = $10M
Agent Banks
JPMCiti
BOA
*Credit specialist
Syndications
Client
Key Takeaways From Your Assignment
Prioritize
Engage in a cross-
functional environment
Be attentive
Take initiative
Network
Take on a challenge
What Will You Take Away From Your Experience at Citi?
Charles Huester, VP Loan Agency
Senior Manager
Lisa Rodriguez, VP Loan Agency Senior Manager
Andrew Nemroff, Cash and
Trade Processing Rep
THANK YOU!