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Transaction Manager

https://www.citi.com/ Logo

Citi

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Location:
Brazil, São Paulo

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided

Job Description:

Transaction Management will be responsible for supporting multiple aspects of the lending lifecycle, including loan closing, onboarding, data management, and servicing coordination. The role involves ensuring operational oversight of loan transactions to meet internal and external requirements.

Job Responsibility:

  • support loan origination and lifecycle management
  • assist with creation of processes, standards, procedures, and controls
  • aid in design and implementation of technology
  • provide training and support to transaction management staff and business constituents
  • partner with business lines, credit risk, operations, and legal teams
  • ensure quality of data, controls, and processes meet internal and regulatory requirements
  • define and implement operational metrics and risk control reviews
  • improve processes, controls, and efficiencies
  • participate in projects to enhance performance and efficiency
  • manage and maintain a deal closing pipeline
  • coordinate and close loan transactions and lifecycle events
  • assess and manage risk while demonstrating compliance with rules, regulations, and policies

Requirements:

  • 2-5 years relevant experience
  • excellent communication, organizational and interpersonal skills
  • ability to work under tight deadlines and manage priorities
  • high proficiency with Excel and other Microsoft-based programs
  • familiarity with Tableau or visualization tools
  • keen attention to detail
  • developed analytical and problem-solving abilities
  • client relationship and solution skills
  • fluency in English

Nice to have:

  • experience within a large global team supporting wholesale lending at a large financial institution
  • knowledge of wholesale loan product and business
  • experience working with clients under time constraints
  • proven ability to collaborate with team members, senior management, and other business constituents
  • critical decision-making capabilities including the ability to identify, escalate, and propose solutions to problems
  • ability to multi-task with strong organizational and time management skills
  • understanding and awareness of corporate and regulatory policies regarding lending
  • deep understanding of operational processes supporting wholesale lending
  • focus on achieving/exceeding key operating standards within a KPI/metrics-driven culture
What we offer:
  • best-in-class benefits for employees
  • focus on employee well-being

Additional Information:

Job Posted:
May 21, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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