Loan Transaction Operations Specialist

Citi; Monterrey; Presencial; MXN 600.000 - 900.000; Jornada completa

Descripción de la vacante

Citi in Monterrey, Mexico seeks a Transaction Management professional to support loan origination, closing, servicing coordination, onboarding, data management and quality control across the lending lifecycle.

You will partner with lines of business, risk, operations and legal to define processes, implement controls, improve data quality, and monitor end-to-end metrics while ensuring compliance with internal policies and external regulations. Fluent English and 2–5 years of experience required.

Formación

• Fluent level of English is a must.
• 2-5 years relevant experience.
• Excellent communication, organizational and interpersonal skills.
• Ability to work under tight deadlines and manage priorities.
• Proficient with Excel and other Microsoft programs.
• Experience with Tableau or visualization tools.
• Experience with Loan IQ, transaction capture tools, etc.

Responsabilidades

• Contribute to build and development teams supporting loan origination and lifecycle management across corporate, commercial, real estate, structured lending, and trade finance.
• Assist with creation of processes, standards, controls, and procedures.
• Aid in 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 lines, credit risk, operations, and legal to ensure policy compliance.
• Ensure data quality and controls meet internal and regulatory requirements/expectations.
• Define and monitor end-to-end operational metrics and risk reviews for transparency.
• Improve processes and efficiencies across loan lifecycle.
• Participate in projects to enhance performance and efficiency.
• Assist with loan remediation and system testing/migrations.
• Maintain a deal closing pipeline of loan transactions.

Conocimientos

English fluency

Excel

Tableau

Data analysis

Attention to detail

Communication skills

Educación

Bachelor's/University degree

Herramientas

LoanIQ

Transaction capture tools

Descripción del empleo

Citi in Monterrey, Mexico seeks a Transaction Management professional to support loan origination, closing, servicing coordination, onboarding, data management and quality control across the lending lifecycle.

You will partner with lines of business, risk, operations and legal to define processes, implement controls, improve data quality, and monitor end-to-end metrics while ensuring compliance with internal policies and external regulations. Fluent English and 2–5 years of experience required.