VP Transaction Manager (ABL)

Citi; New York (NY); On-site; USD 129,840 - 194,760; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Wellness programs

Paid time off packages

Job summary

Citi is looking for a Transaction Manager in New York, New York. This role involves overseeing multiple aspects of the lending lifecycle, including loan closing and servicing coordination, data management, and quality control.

The Transaction Manager will ensure compliance with internal and external requirements while leading a team that supports large syndicated and bilateral loans. The ideal candidate should have 6-10 years of relevant experience and strong analytical and communication skills.

Qualifications

• 6-10 years of experience in transaction management.
• Excellent communication, organizational, and interpersonal skills.
• Ability to work under tight deadlines and manage priorities.
• Strong quantitative skills with proficiency in Excel.
• Familiarity with Tableau or other visualization tools.
• Knowledge of Asset Based Lending products preferred.

Responsibilities

• Support loan closing, servicing coordination, and client onboarding.
• Ensure compliance with internal policies and regulatory requirements.
• Lead projects to improve loan lifecycle processes and efficiencies.
• Maintain deal closing pipeline and manage loan transaction data.

Skills

Communication

Organizational skills

Problem-solving

Client relationship skills

Attention to detail

Analytical skills

Education

Bachelor’s/University degree

Master’s degree

Tools

Excel

Tableau

Loan IQ

Job description

The Transaction Manager 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:

• Perform leadership role relevant to the build and development of the team supporting 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.
• Create processes, standards, procedures, controls, training, and implementation of transaction management.
• Design and implement technology including testing and rollout.
• Produce and 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.
• Leadership role and serve as escalation relevant to 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
• Review all Asset Based & Transitional Finance (ABTF) funding requests for accuracy, collateral & line availability as well as compliance with the credit agreement and Citi's policies & procedures
• Calculate quarterly applicable pricing margins on all Citi-ABTF Agented facilities
• Work with clients, lending operations, letter of credit teams and/or trade legal with respect to any Letter of Credit Issuances at closing and post-closing
• 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
• 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
• Working knowledge of Asset Based Lending (ABL) product preferred
• 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 in management/team lead capacity, building and developing teams within a large global team supporting wholesale lending at large financial Institution
• 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, escalate, 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

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Job Family Group:

Operations - Transaction Services

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Job Family:

Transaction Capture Services

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$129,840.00 - $194,760.00

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.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

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

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Anticipated Posting Close Date:

Apr 08, 2026

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