Transaction Management Specialist

hace 1 día

Xico, México Citi A tiempo completo
Job Summary

Citi is seeking a highly skilled Transaction Management Analyst to support the lending lifecycle, including loan closing and servicing coordination, client onboarding, data management, and quality control. The successful candidate will be responsible for operational oversight of loan transactions to ensure internal and external requirements are met.

Key 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 quality of data, controls, and processes 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.
  • Improve processes, controls, and efficiencies within the group and front to back across the loan lifecycle.
  • Participate in projects to enhance performance and efficiency.
  • 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.
Requirements
  • 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.
  • 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.
Preferred 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 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.

Knowledge required in corporate credit analysis.

English level required: upper intermediate.

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