Transaction Manager

Our office address in Charlotte is: 11225 North Community House Road, Charlotte, NC.

About the Role

Transaction Management will be responsible for supporting multiple aspects of the lending lifecycle including loan closing and servicing coordination, facilitating complex client onboarding, data management, and quality control. The team will be accountable for operational oversight of the closing and servicing of all loan transactions to ensure all internal and external requirements are met.

Responsibilities

• Contribute to the build and development team to support loan origination and lifecycle management, including large complex syndicated and bilateral loans covering 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 originating and coverage business lines, credit risk, operations, legal, and other stakeholders.
• Ensure quality of data, controls, and processes meet internal policies and regulatory requirements.
• Work with lines of business, transaction management, and loan operations to define and implement operational metrics and risk and control reviews for end-to-end transparency.
• Continuously improve processes, controls, and efficiencies within the group and across the loan lifecycle.
• Participate in projects to enhance performance and efficiency.
• Take part in loan remediation and loan system testing/migration.
• Actively manage and maintain a deal closing pipeline of loan transactions.
• Coordinate and close loan transactions/lifecycle events, capture data, store documentation, troubleshoot issues, and perform quality control.
• Appropriately assess risk when making business decisions, demonstrating 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, and escalating control issues with transparency.

Requirements

• 2-5 years of relevant experience.
• Excellent communication, organizational, and interpersonal skills.
• Ability to work well under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow-up.
• Quantitative skills with high proficiency in Excel and other Microsoft-based programs.
• Familiarity with Tableau or other visualization tools.
• Experience with Loan IQ, transaction capture tools, or similar platforms.
• Keen attention to detail and developed analytical and problem-solving abilities.
• Strong client relationship and solution skills.

Preferred Qualifications

• Experience within a large global team supporting wholesale lending at a large financial institution.
• Knowledge of wholesale loan (syndicated/bilateral) products and business, including legal loan documentation, loan/funding mechanics, deal structure, and funds flows.
• Experience working with clients under time constraints to facilitate transactions or processes.
• Proven ability to collaborate with team members, senior management, and other business constituents.
• Critical decision-making capabilities, including identifying, escalating, and proposing solutions to problems.
• Strong organizational and time management skills with experience following up with various stakeholders.
• Understanding and awareness of corporate and regulatory policies related 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 frequently change.

Education

Bachelor’s degree or equivalent experience.

Pay

Full-time salary range: $64,620.00 - $90,180.00. In addition to salary, Citi’s offerings may include, for eligible employees, discretionary and formulaic incentive and retention awards.

Benefits

• Medical, dental, and vision coverage.
• 401(k) retirement plan.
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off, including vacation, sick leave, and holidays.

Available offerings may vary by jurisdiction, job level, and date of hire. For additional information, visit citibenefits.com.

Schedule

Full time.