1. Tashana Sprattling
2016 Summer Analyst Program Presentation
August 2016
Strictly Private and Confidential
Global Loans - Delaware CSC
2. 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?
3. Global Loans Composite
3 9/9/2016 Presentation Title
Global Loans
Trading 3rd Party
SLT Private
Bank CCC Agency/Deal
Closing
Private
Bank
Law Firm Group
AHS
Syndications
High net-worth
LATAM
4. 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
5. 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
Syndications
Agent
Banks
*HNW = $10M
Agent Banks
JPM
Citi
BOA
*Credit specialist
Syndications
Client
6. Key Takeaways From Your Assignment
Prioritize
Engage in a
cross-
functional
environment
Be
attentive
Take
initiative
Network
Take on a
challenge
7. 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
Complete each of the slides using this template.
Try to be concise, using no more than six bullet points per slide as this deck is primarily an outline to which you can speak to during your presentation.
You will have a minimum of 5 minutes and a maximum of 10 minutes to present.
Feel free to include clip art, graphs/charts, handouts, and any other supporting information to your presentation. This, however, is not mandatory. (Please note that only clipart images can be used; please do not use images obtained from the Internet even if they say approved for Commercial Use.)
Have fun with your slides and presentation!
Provide a brief description of the assignment you were tasked with and your specific role. Note any accomplishments – no matter the significance.
Provide a brief description of the assignment you were tasked with and your specific role. Note any accomplishments – no matter the significance.
Highlight the specific things you learned as a result of working on this assignment and why. For example, “I learned the importance of working as a team and being an effective communicator. This is important because…”
Indicate what transferable skills, knowledge, and/or life lessons you will take with you as you leave Citi and transition back to school or other opportunities. For example, “I’ve learned that I really need to continue to development my personal brand and proactively networking with business professionals because…”
