Syndicated Sr Loan Closer

Citi; Irving (TX); On-site; USD 115,000 - 172,000; Full time

Job summary

Citi in Irving, TX is seeking a Transaction Management professional to support the lending lifecycle, including loan closing, servicing coordination, onboarding, data management and quality control. You will ensure compliance with internal policies and regulatory requirements while collaborating with cross-functional teams.

Responsibilities include training staff, partnering with business lines, defining metrics, and driving process improvements to enhance efficiency across the loan lifecycle.

Qualifications

• 6–10 years of experience.
• Experience with Loan IQ and transaction capture tools.
• Excellent communication, organizational and interpersonal skills.
• Able to work under tight deadlines, manage priorities and complete tasks with minimal follow-up.
• Strong Excel and Microsoft-based program proficiency.
• Tableau or visualization familiarity.
• Keen attention to detail.
• Analytical and problem-solving abilities.
• Client relationship and solution skills.

Responsibilities

• Provide training and support to transaction management staff and business constituents.
• Partner with originating and coverage lines, credit risk, operations, legal, etc. to enable goals.
• Ensure data quality, controls and processes meet policies and regulatory requirements via staff management.
• Define and implement operational metrics and risk reviews for end-to-end transparency.
• Continuously improve processes, controls and efficiencies across the loan lifecycle.
• Lead projects to enhance performance and efficiency.
• Manage and maintain a deal closing pipeline of loan transactions.
• Coordinate and close loan transactions and lifecycle events, troubleshoot issues and perform quality control.
• Assess risk in business decisions, escalate and report control issues with transparency.

Skills

Excel proficiency

Tableau familiarity

Communication skills

Organizational skills

Interpersonal skills

Attention to detail

Analytical thinking

Problem solving

Education

Bachelor’s degree

Tools

Loan IQ

Transaction capture tools

Job description

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

• 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. to ensure strategic goals are enabled.
• Ensure that quality of data, controls and processes performed meet internal policies and regulatory requirements/expectations, via staff management.
• 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.
• Lead projects to enhance performance and efficiency.
• 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

• 6-10 years of experience
• Experience with Loan IQ, transaction capture tools, etc.
• 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
• Keen attention to detail
• Developed analytical and problem-solving abilities
• Client relationship and solution skills

Additional non-core qualifications which will be considered are

• Strong knowledge of wholesale loan (syndicated / bilateral) product and business, including an understanding of legal loan documentation, loan / funding mechanics, deal structure, funds flows, etc.
• Substantial 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 in a steering capacity.
• Critical decision-making capabilities including the ability to identify, elevate, and propose solutions to problems
• Ability to prioritize through the practice of strong organizational and time management skills with experience in continuously following-up with various stakeholders
• Comprehensive understanding and awareness of appropriate corporate and regulatory policies in relation to Lending
• Deep knowledge 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, Master’s degree preferred

Job Family Group

Operations - Transaction Services

Job Family

Transaction Capture Services

Time Type

Full time

Primary Location

Irving Texas United States

Primary Location Full Time Salary Range

$114,720.00 - $172,080.00

Employee Benefits

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
• For additional information regarding Citi employee benefits, please visit citibenefits.com.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

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

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right

Anticipated Posting Close Date

Sep 11, 2026

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