Transaction Manager
hace 3 semanas
As a key member of the Citi team, you will play a critical role in supporting the lending lifecycle, including loan closing and servicing coordination, complex client onboarding, data management, and quality control. Your expertise will be essential in ensuring that all internal and external requirements are met.
**Responsibilities:**
Contribute to the development of processes, standards, procedures, controls, training, and implementation of transaction management.
Assist in the design and implementation of technology, including testing and rollout.
Provide training and support to transaction management staff and business constituents.
Partner with originating and coverage business lines, credit risk, operations, legal, and other stakeholders.
Ensure that quality of data, controls, and processes performed meet internal policies and regulatory requirements.
Work with lines of business, transaction management, and loan operations to define and implement operational metrics and risk and control reviews.
Continuously improve processes, controls, and efficiencies within the group and front to back across the 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, and perform quality control.
**Qualifications:**
2-5 years of 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.
Familiarity with Tableau or visualization tools.
Experience with Loan IQ, transaction capture tools, etc.
Keen attention to detail.
Developed analytical and problem-solving abilities.
Client relationship and solution skills.
Advanced English language 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, escalate, and propose solutions to problems.
Ability to multitask 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
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