Account Specialist Wholesale Lending Operations Community Capital

The Account Specialist in Wholesale Lending Operations will be responsible for supporting multiple aspects of the lending lifecycle including but not limited to monthly advance servicing, project funding, workflow management, and quality control. The team member will be accountable and responsible for operational oversight of servicing transactions of the business division being supported to ensure all internal and external requirements are met.

Citi Community Capital (CCC) provides a suite of financial products to help affordable housing developers construct, rehabilitate, refinance, and acquire affordable multifamily housing across the country. Committed to the communities we serve, CCC finances both straightforward and highly structured transactions for non‑profit and for‑profit affordable housing developers, Community Development Financial Institutions, and state and local government agencies.

• Manage and service an active portfolio of multifamily rental construction transactions (e.g., loans, bonds, and letters of credit).
• Strong understanding of deal structure, economic terms of transactions, and manage high‑volume workflow.
• Work closely with clients, governmental agencies, fiscal agents, and other external parties on monthly deal disbursement and approval process.
• Coordinate various actions internally with Asset Managers, Construction Management, Risk, and Operations; review disbursement requests, inspection reports, title updates and manage flow‑of‑funds mechanics to meet specific funding deadlines.
• Review deal summaries, legal documents, and construction budget to ensure the risk profile and deal structure are accurate and consistent across all systems and tracking tools.
• Monitor ongoing updates to the portfolio, including participating in extensions, modifications, and other deal events.
• Handle data requests from internal teams as well as from regulators, clients, and other third parties.
• 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.
• Ensure that quality of data, controls and processes performed meet internal policies and regulatory requirements/expectations.
• Participate in projects to enhance performance and efficiency.
• Appropriately assess risk when business decisions are made, demonstrating 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.

• 1–2 years of experience servicing affordable multifamily loans; knowledge of commercial real estate legal documentation and construction budget is a plus.
• Excellent communication, multitasking, and interpersonal skills to build and maintain strong customer relationships.
• Energetic individual who shows initiative, is a team player, a quick learner, can work with minimal direct supervision, and has quantitative skills with high proficiency in Excel and other Microsoft‑based programs.
• Ability to work well under tight deadlines, manage a high‑volume pipeline, prioritize, and complete assigned tasks with minimal management follow‑up.
• Familiarity with Tableau or other visualization tools.
• Experience with Loan IQ, BuilT, transaction capture tools, etc.
• Developed analytical and problem‑solving abilities.
• Internal and external client relationship and solution skills.
• Bachelor’s/University degree a plus or equivalent experience.

• Bachelor’s/University degree or equivalent experience.

Full‑time position. Salary range: $62,620.00 – $87,380.00. In addition to salary, Citi offers discretionary and formulaic incentive and retention awards. Competitive employee benefits include medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Paid time off packages include vacation, sick leave, and paid holidays. For additional information regarding Citi employee benefits, please visit  Available offerings vary by jurisdiction, job level, and date of hire.

Citi is an equal‑opportunity employer. Qualified candidates will receive consideration without regard to 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, please review Accessibility w Citi’s EEO Policy Statement and the Know Your Rights poster.