Transaction Management Specialist

hace 7 días


Xico, México Citi A tiempo completo

At Citi, our Transaction Management team is responsible for supporting the lending lifecycle, including loan closing and servicing coordination, client onboarding, data management, and quality control. We’re looking for a skilled professional to join our team and contribute to the build and development of loan origination and lifecycle management processes.

Key Responsibilities:

- Assist in creating processes, standards, procedures, controls, training, and implementation of transaction management.

- Design and implement 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, etc.

- 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 operational metrics and risk 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.

- Manage and maintain a deal closing pipeline of loan transactions.

Qualifications:

- 2-5 years relevant experience

- Excellent communication, organizational, and interpersonal skills

- Ability to work under tight deadlines and manage priorities

- Familiarity with Tableau or visualization tools

- Experience with Loan IQ or transaction capture tools

- Attention to detail and analytical skills

- Client relationship and solution skills

Additional qualifications:

- Experience in a large global team supporting wholesale lending at a financial institution

- Knowledge of wholesale loan products and business

- Critical decision-making capabilities

- Ability to multi-task and work in a KPI-driven culture

Education:

- Bachelor's/University degree or equivalent experience

- Intermediate English proficiency required

- Experience in corporate credit/loan operations required



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