Transaction Manager

hace 1 mes

Ciudad de México, Ciudad de México 09516 Banco Nacional de Mexico, S.A., integrante del Grupo Financiero Banamex A tiempo completo

Transaction Management will be responsible for supporting multiple aspects of the lending lifecycle, including loan closing and servicing coordination, complex client onboarding, data management, and quality control. The team will be accountable for operational oversight of the closing and servicing of all loan transactions to ensure internal and external requirements are met.

Responsibilities:

  • Contribute to the build and development team to support loan origination and lifecycle management, including large complex syndicated and bilateral loans covering corporate, commercial, real estate, structured lending, and trade.
  • 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.
  • 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.
  • 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, and perform quality control.
  • Assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets.

Qualifications:

  • 2-5 years relevant experience.
  • Excellent communication, organizational, and interpersonal skills.
  • Ability to work under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow-up.
  • Quantitative skills with high proficiency in Excel and other Microsoft-based programs.
  • Tableau or visualization tool familiarity.
  • Experience with Loan IQ, transaction capture tools, and other relevant systems.
  • Keen attention to detail and analytical problem-solving abilities.
  • Client relationship and solution 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 loan documentation, loan/funding mechanics, deal structure, and funds flows.
  • Experience working with clients under time constraints to facilitate transactions or processes.
  • Proven ability to collaborate with team members, senior management, and other business constituents.
  • Critical decision-making capabilities, including identifying, escalating, and proposing solutions to problems.
  • Ability to multi-task through strong organizational and time management skills.
  • Understanding and awareness of 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 with frequently changing priorities.
  • Proficient in English, with the ability to write, read, and speak fluently.

Education:

  • Bachelor's/University degree or equivalent experience.

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