Rhonda Douglas

• Work to meet or exceed goals as defined in yearly reviews.
• Develop and maintain strong relationships with internal clients to ensure delivery of Private Bank products to Citi clients.
• Respond to client inquiries and requests related that are requested from desired Service team or IF team.
• Provided Service team with optimum knowledge and direction based on experience to enhance clients’ needs.
• Setting up New Loans /Increases for clients according to Credit Agreements.
• Manage credit portfolios consisting of over 1500 clients
• Develop and maintain strong relationships with internal clients to guarantee efficient and effective
• Ensure daily processing of all loan activity and reports are completed within highly demanding timelines
• Effectively and accurately make detailed decisions; ensuring all aspects of risk, required approvals, capital availability and adherence to credit agreement have been satisfied prior to processing requested
• Assist other Private Bank teams in daily processing when necessary
• Assist in converting Libor loans into SOFR loans.
• Process reports consisting of Basel II Summary, Breakage Fee, End of Day, and Unlinked Exposures
• Train new team members on reports and daily processes.

• Manage an assigned book of business in select market segments; focused on attaining profitable growth, persistency, and earnings.
• Perform case-specific risk assessments for Life and Disability Insurance products.
• Manage complex accounts of small businesses with employees under 250 lives.
• Develop strategic recommendations related to market competition, products, and pricing.
• Prepare insurance case files for audit review ensuring high quality and maintaining compliance guidelines.

● Performs complete credit analysis of student loan applications and makes credit decisions within the assigned lending
authority.
● Calls customers to gather additional information as needed; applies sound judgment in the application of defined credit
policies.
● Familiar with credit review process and loan applications according to industry and business unit standards; completed
compliance training annually focusing on money laundering, fiduciary care of
● Communicate with Financial Aid Advisors from Universities/Colleges regarding certifications and disbursements.
● Great communicator with clients to gather needs in order to verify personal information to expedite loan application
decisions.
● Great team leader and selfless manager of resources; assists leadership with training of seasonal staff during high volumes.
● Performs other duties necessary to support the goals and objectives of the department and overall business unit.