Taranbir Kaur

• Partnered with private bankers, investment finance, risk management, legal, and compliance teams to support complex lending transactions and strategic business initiatives.
• Provided financial analysis, portfolio insights, and risk assessments, supporting executive decision-making.
• Managed the Program Credit Team with an aggregate loan portfolio of approximately $900 million.
• Managed a credit-intensive portfolio of ultra high net worth and high net worth clients, with a minimum net worth exceeding $10 million.
• Led the implementation of Citi Private Bank's BlueBox lending platform, reducing approval timelines from weeks to hours.
• Translated complex financial and credit information into actionable recommendations for senior stakeholders, and business leaders.
• Monitored market conditions, client portfolio trends, and economic developments to identify risks, opportunities, and emerging business considerations.
• Served as a key liaison among multiple business functions, ensuring alignment, communication, and execution across stakeholders.
• Supported governance and compliance frameworks by ensuring adherence to regulatory requirements, internal controls, and risk management standards.
• Led the implementation and adoption of Citi Private Bank's BlueBox securities-backed lending platform, reducing approval timelines from weeks to hours, while improving client experience and operational efficiency.

• Set-up client information on the CPB platform and loan systems, ensuring accuracy and consistency of loan documentation.

• Authorize credit applications, ensuring documentation aligns with the credit and other internal policies.

• Created HMDA forms for regulatory requirements; assist in improving processes to ensure compliance.

Coordinate with sales, legal, risk, compliance, and operations departments to fulfill the business process.

• Integrate Citi Private Bank’s automated securities-backed lending platform (BlueBox) to streamline securities-backed lending, expedited approvals.

Authorize credit applications, ensuring documentation aligns with the credit, and other internal policies.

• Maintain a working knowledge of all products to enhance marketing and sales to meet the needs of clients.

• Led client relationships and business development initiatives, supporting revenue growth and market expansion.
• Analyzed financial and operational performance data, and provided recommendations to senior management.
Prepared executive summaries, business performance reports, and strategic recommendations supporting leadership decisions.
• Served as a liaison between business units and senior leadership to ensure effective communication and execution of organizational priorities.

• Developed strategic growth initiatives, market positioning strategies, and business development programs.
• Analyzed market trends, competitive dynamics, and performance metrics to support organizational growth objectives.
• Presented business recommendations and performance insights to leadership teams.
• Managed cross-functional teams to execute marketing campaigns effectively.

• Developed data-driven marketing strategies and business growth initiatives.
• Evaluated campaign performance metrics, and provided executive recommendations to improve results and resource allocation.
• Collaborated across teams to launch strategic programs supporting customer acquisition and revenue growth.
• Coordinated marketing campaigns across various digital platforms.
• Analyzed market trends to identify new business opportunities.