Transaction Manager - C10 - Pcd

Citigroup; São Paulo; Presencial; BRL 80.000 - 120.000; Tempo integral

Resumo da oferta

A global financial institution is seeking a Transaction Management professional in São Paulo, Brazil. This role involves supporting the lending lifecycle, managing client onboarding, and ensuring compliance with internal standards. The ideal candidate will have 1-2 years of experience, strong communication and organizational skills, and familiarity with data visualization tools like Tableau. Successful applicants will be adept at working under tight deadlines and have a keen attention to detail in financial operations.

Qualificações

• Minimum 1-2 years of experience.
• Ability to work under tight deadlines and manage priorities.
• Keen attention to detail.

Responsabilidades

• Support loan origination and lifecycle management.
• Assist in process and procedure creation.
• Implement technology testing and rollout.
• Train and support staff and business constituents.
• Ensure data quality and compliance with policies.

Conhecimentos

Excellent communication

Organizational skills

Interpersonal skills

Analytical abilities

Problem-solving skills

English proficiency

Formação académica

Bachelor's / university degree or equivalent

Ferramentas

Tableau

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.

Qualifications

• Minimum 1-2 years of experience.
• Excellent communication, organizational and interpersonal skills.
• Good ability to work under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow up.
• Tableau or visualization tool familiarity.
• Keen attention to detail.
• Developed analytical and problem‑solving abilities.
• Client relationship and solution skills.
• English is mandatory.

Additional non-core qualifications

• 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, escalate, 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.

Operations - Transaction Services

Transaction Capture Services

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.

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