Transaction Manager - AVP ( New York)

Citigroup Inc.; New York (NY); On-site; USD 98,000 - 149,000; Full time

Job summary

A leading financial institution is seeking a Transaction Management professional to oversee the lending lifecycle from loan closing to servicing. This role involves enhancing operational metrics, ensuring compliance with regulations, and providing training and support to staff. Candidates should have substantial experience in wholesale lending and demonstrate strong analytical and organizational skills.

Benefits

Medical, Dental & Vision Coverage

401(k) Plan

Life, Accident, and Disability Insurance

Flexible Paid Time Off Packages

Qualifications

• 5-8 years of experience in wholesale lending.
• Experience supporting large global teams.
• Familiarity with legal loan documentation and funding mechanics.

Responsibilities

• Support loan closing and servicing coordination.
• Assist in creating processes and training for transaction management.
• Manage and maintain deal closing pipeline of loan transactions.

Skills

Analytical Skills

Problem Solving

Client Relationship Management

Attention to Detail

Organizational Skills

Education

Bachelors/University degree or equivalent experience

Tools

Loan IQ

Excel

Tableau

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:

• 5-8 years of experience
• Experience with Loan IQ, transaction capture tools,
• 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.
• Deep understanding of operational processes supporting Wholesale lending
• Focus on achieving/exceeding key operating standards within a KPI/metrics driven culture
• Experience working with clients under time constraints to facilitate a transaction or process.
• 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
• Pipeline Management & Client relationship and solution skills
• Proven ability to collaborate with team members, Senior management and other business constituents
• Critical decision-making capabilities including the ability to identify, escalate, 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

Education:

• Bachelors/University degree or equivalent experience

------------------------------------------------------

Job Family Group:

Operations - Transaction Services

------------------------------------------------------

Job Family:

Transaction Capture Services

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Primary Location:

New York New York United States

------------------------------------------------------

Primary Location Full Time Salary Range:

$98,960.00 - $148,440.00

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; and wellness programs. Citi also offers 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. Available offerings may vary by jurisdiction, job level, and date of hire.

------------------------------------------------------

Most Relevant Skills

Please see the requirements listed above.

------------------------------------------------------

Other Relevant Skills

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

------------------------------------------------------

Anticipated Posting Close Date:

Jul 17, 2025

------------------------------------------------------

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.