Transaction Manager

PowerToFly; Belfast; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services company based in Belfast is seeking a dedicated professional to support the loan lifecycle management process. The role involves contributing to loan origination, ensuring compliance, and optimizing transaction management processes. Ideal candidates will demonstrate excellent communication abilities, strong analytical skills, and proficiency in tools like Excel and Tableau. Competitive salary and extensive benefits are offered, including generous holidays and a hybrid working model allowing up to 2 days of remote work per week.

Benefits

Generous holiday allowance

Discretional annual performance related bonus

Private medical insurance

Pension plan

Paid parental leave

Employee assistance programs

Learning and development resources

Qualifications

• Must work well under tight deadlines and manage priorities.
• Experience with loan origination and lifecycle management is required.
• Understanding of corporate and regulatory policies in lending.

Responsibilities

• Support loan origination and lifecycle management.
• Assist in the creation of transaction management processes.
• Ensure compliance with internal policies and regulatory requirements.

Skills

Excellent communication skills

Organizational skills

Interpersonal skills

Proficiency with Excel

Quantitative skills

Attention to detail

Analytical thinking

Client relationship skills

Tools

Tableau

Loan IQ

Job description

Role Overview

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.

What you'll do

• 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 Citi, 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.

What we need from you

• Relevant 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 multi‑task 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

What we can offer you

We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best‑in‑class benefits they need to be well, live well and save well.

By joining Citi Belfast, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as:

• Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure
• A discretional annual performance related bonus
• Private medical insurance packages to suit your personal circumstances
• Employee Assistance Program
• Pension Plan
• Paid Parental Leave
• Special discounts for employees, family, and friends
• Access to an array of learning and development resources

Sounds like Citi has everything you need?

Then apply to discover the true extent of your capabilities.

Closing date for applications: 8 Jan 2026

#LI-TK3

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Job Family Group:

Operations - Transaction Services

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Job Family:

Transaction Capture Services

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

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

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