Transaction Manager
$64.62k - $90.18kCiti
Overview Transaction Management will be responsible for supporting multiple aspects of the lending lifecycle including but not limited to loan closing and servicing coordination, facilitating complex client onboarding, data management, and quality control. The team will be accountable and responsible for operational oversight of the closing and servicing of all loan transactions of the business division being supported to ensure all internal and external requirements are met. Responsibilities Contribute to the build and development team to support loan origination and lifecycle management which includes large complex syndicated and bilateral loans covering but not limited to corporate, commercial, real estate, structured lending and trade. Assist with the creation of processes, standards, procedures, controls, training, and implementation of transaction management. Aid in the design and implementation of technology including testing and rollout. Provide training and support to transaction management staff and business constituents. Partner with each of the originating and coverage business lines, credit risk, operations, legal, etc. Ensure that quality of data, controls and processes performed meet internal policies and regulatory requirements/expectations. Work with lines of business, transaction management, and loan operations to define and implement operational metrics and risk and control reviews to ensure all stakeholders have end to end transparency. Constantly improve processes, controls and efficiencies within the group and front to back across loan lifecycle. Participate in projects to enhance performance and efficiency. Take part in loan remediation and loan system testing / migrations. Actively manage and maintain a deal closing pipeline of loan transactions. Coordinate and close loan transactions/lifecycle events, capture data, store documentation, troubleshoot issues/roadblocks, perform quality control. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 2-5 years relevant experience. Excellent communication, organizational and interpersonal skills. Ability to work well under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow up. Quantitative skills with a high proficiency with Excel and other Microsoft based programs. Tableau or other visualization tool familiarity. Experience with Loan IQ, transaction capture tools, etc. Keen attention to detail. Developed analytical and problem-solving abilities. Client relationship and solution skills. Additional Qualifications Experience within a large global team supporting wholesale lending at a large financial institution. Knowledge of wholesale loan (syndicated / bilateral) product and business, including an understanding of legal loan documentation, loan / funding mechanics, deal structure, funds flows, etc. Experience working with clients under time constraints to facilitate a transaction or process. Proven ability to collaborate with team members, senior management, and other business constituents. Critical decision-making capabilities including the ability to identify, elevate, and propose solutions to problems. Ability to prioritize through the practice of strong organizational and time management skills with experience in continuously following-up with various stakeholders. Understanding and awareness of appropriate corporate and regulatory policies in relation to Lending. Deep understanding of operational processes supporting wholesale lending. Focus on achieving/exceeding key operating standards within a KPI/metrics driven culture. Ability to work in an environment where priorities are frequently changing. Education Bachelor's/University degree or equivalent experience. Compensation & Benefits Primary Location: NC-CHARLOTTE (BALLANTYNE). Salary Range: $64,620.00 - $90,180.00. In addition to salary, Citi offers discretionary and formulaic incentive and retention awards. Benefits include medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off packages, including vacation, sick leave, and paid holidays. Location 11225 NORTH COMMUNITY HOUSE ROAD, Charlotte NC. Job Family Information Job Family Group: Operations - Transaction Services Job Family: Transaction Capture Services Full time Equal Opportunity Statement Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr Citi
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