Transaction Management Specialist
hace 7 días
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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