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:
- 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 vision is 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
- 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.
- Focus on achieving/exceeding key operating standards within a KPI/metrics driven culture
Qualifications:
- 6 years of Asset Base Lending (ABL) and syndication loan experience, required
- Knowledge of operational processes supporting Wholesale lending
- Experience in management/team lead capacity, building and developing teams within a large global team supporting wholesale lending and or Middle Office at large financial Institution required
- 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 with Loan IQ, transaction capture tools, etc.
- Individual must have excellent communication, organizational and interpersonal skills.
- Individual must work well under tight deadlines and managing priorities.
- High proficiency with Excel and Microsoft Office.
- Tableau or visualization tool familiarity
- Keen attention to detail
- Developed analytical and problem-solving abilities
- Client relationship, Deal Pipeline Management and solution skills
- 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 multi-task 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
Education:
- Bachelor’s/University degree, Master’s degree preferred
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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:
$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.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Anticipated Posting Close Date:
Aug 26, 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.
Citi Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citi and has not been reviewed or approved by Citi.
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Healthcare Strength — Benefits coverage is positioned as comprehensive, including health, dental, and vision insurance plus on-site clinics, prescription drug support, and disability coverage. Family-building support such as fertility assistance is described as a notable differentiator within the overall package.
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Retirement Support — Retirement benefits are framed as strong, highlighted by a 401(k) with matching and additional plan options like a Roth 401(k). Financial support is reinforced through discounts and broader financial guidance resources tied to the benefits ecosystem.
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Wellbeing & Lifestyle Benefits — Wellbeing support extends beyond insurance through programs like an Employee Assistance Program, counseling/legal resources, and gym or wellness reimbursement. These offerings increase the perceived total rewards value even when cash compensation sentiment varies by role.
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