Transaction Management Officer, Citi

Citi

Location:
United States, Tampa

Category:
Banking

Contract Type:
Employment contract

Salary:

79120.00 - 118680.00 USD / Year

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Job Description:

Transaction Management Officer responsible for supporting multiple aspects of the lending lifecycle including loan closing and servicing coordination, facilitating complex client onboarding, data management, and quality control. The team provides operational oversight of the closing and servicing of all loan transactions to ensure all internal and external requirements are met.

Job Responsibility:

Support multiple aspects of lending lifecycle including loan closing and servicing coordination
Facilitate complex client onboarding, data management, and quality control
Contribute to build and development team to support loan origination and lifecycle management
Assist with creation of processes, standards, procedures, controls, training, and implementation of transaction management
Aid in 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 quality of data, controls and processes meet internal policies and regulatory requirements
Work with lines of business to define and implement operational metrics and risk and control reviews
Constantly improve processes, controls and efficiencies within the group
Participate in projects to enhance performance and efficiency
Take part in loan remediation and loan system testing / migrations
Actively manage and maintain deal closing pipeline of loan transactions
Coordinate and close loan transactions/lifecycle events, capture data, store documentation, troubleshoot issues

Requirements:

5-8 years of experience
Excellent communication, organizational and interpersonal skills
Work well under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow up
Quantitative skills with high proficiency with Excel and other Microsoft based programs
Tableau or visualization tool familiarity
Experience with Loan IQ, transaction capture tools
Keen attention to detail
Developed analytical and problem-solving abilities
Client relationship and solution skills
Bachelors/University degree or equivalent experience

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, loan / funding mechanics, deal structure, funds flows
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 ability to identify, escalate, and propose solutions to problems
Ability to multi-task through strong organizational and time management skills
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 environment where priorities are frequently changing

What we offer:

Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages including vacation, sick leave, and paid holidays
Discretionary and formulaic incentive and retention awards

Additional Information:

Job Posted:
September 18, 2025

Expiration:
September 24, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Transaction Management Officer