Transaction Manager

Citigroup; Irving (TX); On-site; USD 59,000 - 76,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Job summary

Citi is seeking a Transaction Management professional to support the lending lifecycle, including loan closing, onboarding, data management, and quality control. The role covers syndicated and bilateral loans across corporate, commercial real estate, and structured lending, with cross-functional collaboration to meet regulatory and internal standards.

The candidate will improve processes, contribute to metrics and controls, and participate in system testing and migrations, all while maintaining

Qualifications

• Minimum 1–2 years of experience.
• Excellent communication, organizational and interpersonal skills.
• Ability to work under tight deadlines and manage priorities.
• Proficiency with Excel and Microsoft-based programs.
• Tableau or visualization tool familiarity.
• Experience with LoanIQ and transaction capture tools.
• Attention to detail and analytical/problem-solving abilities.

Responsibilities

• Support loan origination and lifecycle management for syndicated and bilateral loans across various sectors.
• Help develop processes, standards, controls, and training for transaction management.
• Assist design and rollout of technology, including testing.
• Provide training and support to transaction management staff.
• Collaborate with lines of business, credit risk, operations, legal and other stakeholders.
• Ensure data quality, controls, and regulatory compliance.

Skills

Excel

Tableau

Quantitative skills

Communication

Education

Bachelor's degree or equivalent

Tools

LoanIQ

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:

• 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 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:

• Minimum 1-2 years of 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 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

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: $58,656.00 - $75,500.00

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.

Citi offers competitive employee benefits, including:

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance