Steven Macdonald Email & Phone Number | WORK EXPERIENCE Citigroup Inc.; New Castle, DE Intermediate Loan Documentation and Processing Analyst July 2018-Present • Closed distressed trades with external clients for the syndicate loan trading desk and handled all related documentation (trade confirms, assignment agreements, participation agreements, purchase and sale agreements, pricing letters). • Role includes drafting pricing letters with complex calculations for borrowings, interest and fee payments, bankruptcies, and loan restructures. • Role includes assisting in setup of collateral accounts with margin and NAV considerations prior to closing trades. • Also closed private equity trades for the distressed trading desk (trade confirms, transfer agreements, securities purchase agreements). • Generated reporting related to trade metrics for both the syndicate loan and private equity trading businesses. Associate Loan Documentation and Processing Analyst July 2014-July 2018 • Provided back office operational support for the trading counterparties and the loans syndication trading desks. • Monitored profit and loss accounting entries for the distressed trading desk. • Handled cash collateral for clients post trade settlements. • Gained experience regarding the practices of the Loan Syndication Trading Association and the Loan Market Association. • Reviewed par loan, distressed loan, and trade claims documentation. • Completed processing using Flexcube loans processing system. M&T Bank Corporation; Wilmington, DE June-August, 2013 Appraisal Operations Intern • Reconciled appraisal fees between management accounting and appraisal department databases. • Determined reason for change in total volume and costs of appraisals. • Tracked processing times for appraisal completions. • Summarized findings in MS Excel and Powerpoint for boss’ use in future presentation. EDUCATION Saint Joseph’s University; Philadelphia, Pennsylvania Graduation: January 2022 Master of Business Administration Degree (GPA: 3.5) University of Delaware; Newark, Delaware Graduation: May 2014 Honors Bachelor of Science Degree in Finance and International Business Studies (GPA: 3.5) Minor: Spanish Studies SPECIAL SKILLS AND ACTIVITIES University of Delaware Study Abroad: Granada, Spain – Spring 2013: • Advanced proficiency in Spanish Computer Literate: • All Microsoft Office Products and Flexcube loans processing system

Steven Macdonald

WORK EXPERIENCE Citigroup Inc.; New Castle, DE Intermediate Loan Docum...
Mt. Laurel, New Jersey, United States

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Steven Macdonald’s Email steven.macdonald@citigroup.com

Steven Macdonald’s Phone Numbers +1 800-788-****

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Steven Macdonald’s Location Mt. Laurel, New Jersey, United States

Steven Macdonald’s Current Industry Citi

Steven Macdonald’s Prior Industry M And T Bank | Delaware River And Bay Authority

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Work Experience

Citi

Intermediate Loan Document and Processing Analyst

2018-05-01 00:00:00 - Present

M And T Bank

Appraisal Operations Intern

2013-06-01 00:00:00 - 2013-08-01 00:00:00

Delaware River And Bay Authority

Executive Administration Intern

2012-06-01 00:00:00 - 2012-08-01 00:00:00

Skills

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FAQ About Steven Macdonald

Steven Macdonald is located at
Mt. Laurel, New Jersey, United States

Steven Macdonald is a WORK EXPERIENCE Citigroup Inc.; New Castle, DE Intermediate Loan Documentation and Processing Analyst July 2018-Present • Closed distressed trades with external clients for the syndicate loan trading desk and handled all related documentation (trade confirms, assignment agreements, participation agreements, purchase and sale agreements, pricing letters). • Role includes drafting pricing letters with complex calculations for borrowings, interest and fee payments, bankruptcies, and loan restructures. • Role includes assisting in setup of collateral accounts with margin and NAV considerations prior to closing trades. • Also closed private equity trades for the distressed trading desk (trade confirms, transfer agreements, securities purchase agreements). • Generated reporting related to trade metrics for both the syndicate loan and private equity trading businesses. Associate Loan Documentation and Processing Analyst July 2014-July 2018 • Provided back office operational support for the trading counterparties and the loans syndication trading desks. • Monitored profit and loss accounting entries for the distressed trading desk. • Handled cash collateral for clients post trade settlements. • Gained experience regarding the practices of the Loan Syndication Trading Association and the Loan Market Association. • Reviewed par loan, distressed loan, and trade claims documentation. • Completed processing using Flexcube loans processing system. M&T Bank Corporation; Wilmington, DE June-August, 2013 Appraisal Operations Intern • Reconciled appraisal fees between management accounting and appraisal department databases. • Determined reason for change in total volume and costs of appraisals. • Tracked processing times for appraisal completions. • Summarized findings in MS Excel and Powerpoint for boss’ use in future presentation. EDUCATION Saint Joseph’s University; Philadelphia, Pennsylvania Graduation: January 2022 Master of Business Administration Degree (GPA: 3.5) University of Delaware; Newark, Delaware Graduation: May 2014 Honors Bachelor of Science Degree in Finance and International Business Studies (GPA: 3.5) Minor: Spanish Studies SPECIAL SKILLS AND ACTIVITIES University of Delaware Study Abroad: Granada, Spain – Spring 2013: • Advanced proficiency in Spanish Computer Literate: • All Microsoft Office Products and Flexcube loans processing system