Transaction Management (TM ) will be responsible for supporting multiple aspects of the lending lifecycle including but not limited to loan closing and servicing coordination, 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:
- Perform leadership role relevant to the development of the team supporting loan origination and lifecycle management which includes syndicated and bilateral loans in the ICG Spread Products business pillar covering but not limited to commercial real estate, asset backed securities, credit financing, residential finance, transportation and affordable housing type transactions.
- Assess processes, standards, procedures, controls, and training, specifically for the Spread Products TM team to identify areas of improvement.
- Leads the facilitation and coordination of cross-functional/regional topics within/across Transaction Management.
- Assists team with the identification and drive to the resolution of issues.
- Lead projects to enhance performance and efficiency.
- Works with stakeholders to ensure initiatives meet business goals.
- Produce and provide training and support to transaction management staff and business constituents as applicable.
- Ensure that quality of data, controls and processes performed meet internal policies and regulatory requirements/expectations, via KPIs and metrics.
- Work with lines of business, transaction management, and loan operations to improve operational metrics and risk and control reviews.
- Constantly improve processes, controls and efficiencies within the group and in the front to back across loan lifecycle.
- Appropriately assess risk when business decisions are made, demonstrating 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:
- 10+ years of 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 and strong knowledge in the Spread Products space.
- Strong knowledge of wholesale loan (syndicated / bilateral) product and business, including an understanding of legal loan documentation, loan / funding mechanics, deal structure, etc.
- Proven ability to collaborate with team members, senior management and other business constituents as part of a working group.
- 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.
- Comprehensive understanding and awareness of appropriate corporate and regulatory policies in relation to Lending.
- Deep knowledge of operational processes supporting Wholesale lending.
- Ability to work in an environment where priorities are frequently changing.
- Proven experience in driving organizational change and operational transformation.
Operations - Transaction ServicesTransaction Capture ServicesFull timeTampa Florida United States$130,880.00 - $196,320.00
Anticipated Posting Close Date:
May 29, 2025View Citi’s and the poster.