Loan Transaction Lead - Closing & Servicing Ops

27284 Banco Citi Mexico Sociedad Anonima; Xico; Hybrid; MXN 420,000 - 640,000; Full time

Job summary

Banco Citi Mexico Sociedad Anonima seeks a Transaction Management professional to support loan origination, closing, and servicing coordination across syndicated and bilateral loans. You will contribute to process development, data management, and risk controls while collaborating with credit, risk, operations, and legal teams.

Responsibilities include training staff, implementing technology solutions, and maintaining end-to-end transparency in loan lifecycle, with a focus on data quality and

Qualifications

• Fluent level of English is a must.
• 2-5 years relevant experience
• Excellent communication, organizational and interpersonal skills.
• 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

Responsibilities

• Contribute to the build and development team to support loan origination and lifecycle management.
• 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 originating and coverage business lines, credit risk, operations, legal, etc.
• Ensure data quality, controls and processes meet internal policies and regulatory requirements.
• Define and implement operational metrics and risk and control reviews for transparency.
• Improve processes, controls and efficiencies across loan lifecycle.
• Participate in projects to enhance performance and efficiency.
• Take part in loan remediation and loan system testing / migrations.
• Manage and maintain a deal closing pipeline of loan transactions.
• Coordinate and close loan transactions/lifecycle events and perform quality control.

Skills

Fluent English

Quantitative skills

Education

Bachelor's degree

Tools

Excel

Tableau

Loan IQ

Transaction capture tools

Job description

Banco Citi Mexico Sociedad Anonima seeks a Transaction Management professional to support loan origination, closing, and servicing coordination across syndicated and bilateral loans. You will contribute to process development, data management, and risk controls while collaborating with credit, risk, operations, and legal teams.

Responsibilities include training staff, implementing technology solutions, and maintaining end-to-end transparency in loan lifecycle, with a focus on data quality and