Citi Group Permanent Loan Servicer Hybrid 

United States, Florida, Tampa 

777212407

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:

• Working with internal and external partners in loan servicing, credit risk, Borrowers, and the servicer to process borrower requests (ex: lease reviews, Borrower restructures, property management changes, etc).
• Must have the ability to comprehend and interpret the credit memo and underwriting analysis to appropriately communicate issues to all pertinent parties and ensure all closing conditions are satisfied prior to closing.
• Requires knowledge and understanding of CCC’s various lending programs to make judgment calls and decisions throughout the closing process to ensure a successful closing.
• Review deal summary and legal documents to ensure the risk profile and deal structure are captured across all systems to allow for accurate financial and business reporting.
• Review title and survey comments prepared by counsel and follow up if required.
• Prepare closing settlement statement, review closing costs, coordinate with Operations to set up funding, and complete delivery package for post-closing servicing.
• Address borrower inquiries and have proper judgment experience to know when issues should be elevated.
• 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.
• 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.
• 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.

Qualifications:

• 1-2 years relevant experience
• Individual must have excellent communication, organizational and interpersonal skills.
• Individual must work well under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow up.
• Candidate has quantitative skills with a high proficiency with Excel and other Microsoft based programs.
• Tableau or 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 non-core qualifications which will be considered are:

• Experience within a large global team supporting wholesale lending at 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, escalate, and propose solutions to problems
• Ability to multi-task 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

Anticipated Posting Close Date:

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