Syndicated Sr Loan Closer
Listed on 2026-08-27
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Finance & Banking
Financial Compliance, Risk Manager/Analyst, Banking Operations, Corporate Finance
Transaction Management will be responsible for supporting multiple aspects of the lending lifecycle including but not limited to loan 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.
Responsibilities- 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 goals are 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.
- 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.
- 6-10 years of experience
- Experience with Loan IQ, transaction capture tools, etc.
- Individual must have excellent communication, organizational and interpersonal skills.
- Individual must work well under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow up.
- Candidate has quantitative skills with a high proficiency with Excel and other Microsoft based programs.
- Tableau or visualization tool familiarity
- Keen attention to detail
- Developed analytical and problem-solving abilities
- Client relationship and solution skills
- Strong knowledge of wholesale loan (syndicated / bilateral) product and business, including an understanding of legal loan documentation, loan / funding mechanics, deal structure, funds flows, etc.
- Substantial 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 in a steering capacity.
- Critical decision-making capabilities including the ability to identify, elevate, and propose solutions to problems
- Ability to prioritize through the practice of strong organizational and time management skills with experience in continuously following-up with various stakeholders
- Comprehensive understanding and awareness of appropriate corporate and regulatory policies in relation to Lending
- Deep knowledge 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
- Bachelor’s/University degree, Master’s degree preferred
Operations - Transaction Services
Job FamilyTransaction Capture Services
Time TypeFull time
Primary LocationIrving Texas United States
Primary Location Full Time Salary Range$ - $
Employee Benefits- medical, dental & vision coverage
- 401(k)
- life, accident, and disability insurance
- wellness programs
- paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
- For additional information regarding Citi employee benefits, please visit
Please see the requirements listed above.
Other Relevant SkillsFor complementary skills, please see above and/or contact the recruiter.
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