Transaction Management Analyst

Citigroup Inc.; São Paulo; Presencial; BRL 70 000 - 110 000; Tempo integral

Resumo da oferta

Citigroup Inc. in São Paulo is seeking a Transaction Management professional to support loan closing, servicing coordination, and onboarding across complex syndicated and bilateral loans.

The role emphasizes data quality, controls, and end-to-end transparency, working with origination, risk, operations, and legal to drive efficient processes and regulatory compliance. A Bachelor's degree and 1–2 years in wholesale lending are preferred; strong Excel and data skills are advantageous.

Qualificações

• Bachelor's degree or equivalent experience.
• 1–2 years of experience in lending or transaction management preferred.
• Strong numerical and data management capabilities.

Responsabilidades

• Support loan closing and servicing coordination across syndicate and bilateral loans.
• Develop processes, controls, and training for transaction management.
• Design and implement technology solutions including testing and rollout.
• Provide training and support to transaction management staff and business partners.
• Collaborate with origination, risk, operations, and legal groups.
• Ensure data quality and regulatory compliance across the lifecycle.
• Define operational metrics and risk controls with end-to-end visibility.
• Improve processes and efficiencies across loan lifecycle.
• Participate in projects to enhance performance and test migrations.
• Manage and close loan transactions and lifecycle events.

Conhecimentos

Excellent communication

Organizational skills

Interpersonal skills

Data quality mindset

Analytical problem solving

Client relationship skills

Formação académica

Bachelor's degree

Ferramentas

Excel

Tableau

Loan IQ

Transaction capture tools

Descrição da oferta de emprego

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.

Responsibilities:

• Contribute to the build and development team to support loan origination and lifecycle management which includes large complex syndicated and bilateral loans covering but not limited to corporate, commercial, real estate, structured lending and trade.
• 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 each of the originating and coverage business lines, credit risk, operations, legal, etc.
• Ensure that quality of data, controls and processes performed meet internal policies and regulatory requirements/expectations.
• Work with lines of business, transaction management, and loan operations to define and implement operational metrics and risk and control reviews to ensure all stakeholders have end to end transparency.
• 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
• Appropriately assess risk when business decisions are made, demonstrating particular 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.

Qualifications:

• Minimum 1-2 years of experience
• Individual must have excellent communication, organizational and interpersonal skills.
• Individual must work well under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow up.
• Candidate has quantitative skills with a high proficiency with Excel and other Microsoft based programs.
• Tableau or visualization tool familiarity
• Experience with Loan IQ, transaction capture tools, etc.
• Keen attention to detail
• Developed analytical and problem-solving abilities
• Client relationship and solution skills

Additional non-core qualifications which will be considered are:

• Experience within a large global team supporting wholesale lending at large financial Institution
• Knowledge of wholesale loan (syndicated / bilateral) product and business, including an understanding of legal loan documentation, loan / funding mechanics, deal structure, funds flows, etc.
• 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 the ability to identify, elevate, and propose solutions to problems
• Ability to manage multiple concurrent deadlines through the practice of strong organizational and time management skills with experience in continuously following-up with various stakeholders
• 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

Education:

• Bachelor's/University degree or equivalent experience

Job Family Group:

Job Family:

Time Type:

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their 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 review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.