Transaction Management Vice President
Listed on 2026-01-04
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Finance & Banking
Risk Manager/Analyst, Corporate Finance
Citi Community Capital (CCC) is the premier affordable housing lender in the United States, consistently ranked #1 for the past 15 years. We are dedicated to providing financing for the development and preservation of affordable housing and community revitalization projects nationwide. Our innovative financial solutions empower communities, create opportunities, and foster sustainable growth. Join a team committed to making a tangible difference in people's lives and strengthening neighborhoods across the country.
Transaction Management will be responsible for supporting multiple aspects of the lending lifecycle including but not limited to loan/equity closing and servicing coordination, facilitating complex client onboarding, data management, and quality control. The team will be accountable and responsible for operational oversight of the closing and servicing of all loan transactions of the business division being supported to ensure all internal and external requirements are met.
This includes data capture, requisite documentation, regulatory requirements, internal policy compliance, and conditions precedent are met prior to deal execution. They will ensure all data elements are captured timely, accurately and validated by internal approvals and legal documentation. This is an exciting opportunity to contribute to the establishment of a global cross-business team from the ground up as part of one of the firm’s highest priority initiatives.
- Perform leadership role relevant to the build and development of the team supporting loan origination and lifecycle management which includes large complex syndicated and bilateral loans covering but not limited to corporate, commercial, real estate, structured lending and trade.
- Create processes, standards, procedures, controls, training, and implementation of transaction management.
- Design and implement technology including testing and rollout.
- Produce and provide training and support to transaction management staff and business constituents.
- Partner with each of the originating and coverage business lines, credit risk, operations, legal, etc to ensure strategic vision is enabled.
- Ensure that quality of data, controls and processes performed meet internal policies and regulatory requirements/expectations, via staff management.
- Work with lines of business, transaction management, and loan operations to define and implement operational metrics and risk and control reviews to ensure all stakeholders have end to end transparency.
- Constantly improve processes, controls and efficiencies within the group and front to back across loan lifecycle.
- Lead projects to enhance performance and efficiency.
- Leadership role and serve as escalation relevant to 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, perform quality control.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
- Participate in projects and provide valuable input with various working groups created to enhance performance and efficiency.
- Take part in loan remediation and loan system testing / migrations.
- Upon go‑live or during pilot phases of Transaction Management Group the following may apply:
- Actively manage and maintain a deal closing pipeline of wholesale loan transactions for BCMA.
- Coordinate and close loan transactions/lifecycle events, capture data, store documentation, troubleshoot issues/roadblocks, perform quality control on all inputs based on relevant loan documentation once Transaction Management closing functions go live or during pilot phases.
- Liaise and coordinate all pre‑closing requirements with various…
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