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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.
Job Responsibility:
build and develop team to support loan origination and lifecycle management
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 originating and coverage business lines, credit risk, operations, legal
ensure that quality of data, controls and processes performed meet internal policies and regulatory requirements/expectations
define and implement operational metrics and risk and control reviews
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
assess risk when business decisions are made, demonstrating consideration for the firm's reputation, safeguarding Citigroup, its clients and assets, driving compliance with laws, rules and regulations, adhering to policy, and escalating, managing and reporting control issues with transparency
Requirements:
5-8 years of 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
high proficiency with Excel and other Microsoft based programs
keen attention to detail
developed analytical and problem-solving abilities
client relationship and solution skills
What we offer:
global benefits designed to support well-being, growth, and work-life balance
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