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Transaction Management Specialist

hace 2 meses


Xico, México Citi A tiempo completo
About the Role

Citi is seeking a highly skilled Transaction Management Specialist to join our team. As a key member of our operations team, you will play a critical role in supporting the lending lifecycle, including loan closing and servicing coordination, client onboarding, data management, and quality control.

Key Responsibilities
  • Contribute to the build and development 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 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.
  • Constantly 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.
Requirements
  • 5-8 years of experience in transaction management or a related field.
  • 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.
  • Proficient in English.