Transaction Manager

Team/Role Overview

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.

• Contribute and support 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.
• 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 each of the originating and coverage business lines, credit risk, operations, legal, etc.
• Ensure that quality of data, controls and processes performed meet internal policies and regulatory requirements/expectations.
• 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.
• 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/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.

• Extensive job related work experience.
• Excellent communication, organizational and interpersonal skills.
• Ability to work well under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow‑up.
• Quantitative skills with a high proficiency with Excel and other Microsoft based programs.
• Familiarity with Tableau or other visualization tools.
• Experience with Loan IQ, transaction capture tools, etc.
• Keen attention to detail.
• Developed analytical and problem‑solving abilities.
• Client relationship and solution skills.
• Experience with in a large global team supporting wholesale lending at a large financial institution.
• Knowledge of wholesale loan (syndicated / bilateral) product and business, including an understanding of legal loan documentation, loan / funding mechanics, deal structure, funds flows, etc.
• 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.
• Critical decision‑making capabilities including the ability to identify, elevate and propose solutions to problems.
• Understanding and awareness of appropriate corporate and regulatory policies in relation to lending.
• Deep understanding of operational processes supporting wholesale lending.
• Bachelor’s/University degree or equivalent experience.

• Generous holiday allowance starting at 27 days plus bank holidays, increasing with tenure.
• Discretionary annual performance‑related bonus.
• Private medical insurance packages to suit your personal circumstances.
• Employee Assistance Program.
• Pension Plan.
• Paid parental leave.
• Special discounts for employees, family, and friends.
• Access to an array of learning and development resources.

Citi is an equal‑opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility w Citi’s EEO Policy Statement and the Know Your Rights poster.