8
Tashana Sprattling 2016 Summer Analyst Program Presentation August 2016 ictly Private and Confidential Global Loans - Delaware CSC

SPRATT 2016 Summer Analyst Program Presentation

Embed Size (px)

Citation preview

Page 1: SPRATT 2016 Summer Analyst Program Presentation

Tashana Sprattling

2016 Summer Analyst Program Presentation

August 2016

Strictly Private and Confidential

Global Loans - Delaware CSC

Page 2: SPRATT 2016 Summer Analyst Program Presentation

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?

Page 3: SPRATT 2016 Summer Analyst Program Presentation

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

Page 4: SPRATT 2016 Summer Analyst Program Presentation

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

Page 5: SPRATT 2016 Summer Analyst Program Presentation

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

Page 6: SPRATT 2016 Summer Analyst Program Presentation

Key Takeaways From Your Assignment

Prioritize

Engage in a cross-

functional environment

Be attentive

Take initiative

Network

Take on a challenge

Page 7: SPRATT 2016 Summer Analyst Program Presentation

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

Page 8: SPRATT 2016 Summer Analyst Program Presentation

THANK YOU!