Transaction Management Analyst, Citi

Citi

Location:
Brazil, São Paulo

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Transaction Management is responsible for supporting multiple aspects of the lending lifecycle including loan closing and servicing coordination, facilitating complex client onboarding, data management, and quality control.

Job Responsibility:

Contribute to the build and development 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, etc.
ensure quality of data, controls and processes meet internal policies and regulatory requirements
work with stakeholders to define and implement operational metrics and risk and control reviews
constantly improve processes, controls, and efficiencies
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, and perform quality control
assess risk when business decisions are made, ensuring compliance with applicable laws, rules, and regulations

Requirements:

Minimum 2-3 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
fluent in English and Portuguese

Nice to have:

Experience within a large global team supporting wholesale lending at large financial institution
knowledge of wholesale loan (syndicated / bilateral) product and business
understanding of legal loan documentation
experience working with clients under time constraints
proven ability to collaborate with team members, senior management, and other business constituents
critical decision-making capabilities
ability to multi-task
understanding and awareness of appropriate corporate and regulatory policies in relation to lending
deep understanding 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

What we offer:

Global benefits package
equal opportunity employer

Additional Information:

Job Posted:
May 21, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Transaction Management Analyst