Transaction Management Officer-Vice President
Citigroup Inc., Irving, Texas, United States, 75084
Overview
The Transaction Manager will be responsible for supporting multiple aspects of the Agency and Asset-Based lending lifecycle. Inclusive but not limited to loan closing and servicing, 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 in the supported business division 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 Avoid conflicts of interest and ensure decisions comply with applicable laws and Citi policies, driving compliance and ethical business practices. Qualifications
6-10 years of experience Excellent communication, organizational and interpersonal skills. Ability to work well under tight deadlines, manage priorities, and complete tasks with minimal supervision Quantitative skills with high proficiency in Excel and other Microsoft-based programs Tableau or visualization tool familiarity Experience with Loan IQ and transaction capture tools Keen attention to detail Analytical and problem-solving abilities Client relationship and solution skills Education
Bachelor’s/University degree; Master’s degree preferred 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 a large financial institution Strong knowledge of wholesale loan (syndicated / bilateral) product and business, including loan documentation, loan/funding mechanics, deal structure, funds flows, etc. Substantial experience working with clients under time constraints to facilitate a transaction 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 with strong organizational and time management skills and effective stakeholder follow-up Awareness of corporate and regulatory lending policies Deep knowledge of operational processes supporting wholesale lending Focus on achieving/exceeding key operating standards within a KPI/metrics driven culture Ability to adapt in an environment with changing priorities Education:
– see above Anticipated Posting Close Date:
Feb 06, 2026 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Citi is committed to providing reasonable accommodations for applicants with disabilities.
#J-18808-Ljbffr
The Transaction Manager will be responsible for supporting multiple aspects of the Agency and Asset-Based lending lifecycle. Inclusive but not limited to loan closing and servicing, 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 in the supported business division 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 Avoid conflicts of interest and ensure decisions comply with applicable laws and Citi policies, driving compliance and ethical business practices. Qualifications
6-10 years of experience Excellent communication, organizational and interpersonal skills. Ability to work well under tight deadlines, manage priorities, and complete tasks with minimal supervision Quantitative skills with high proficiency in Excel and other Microsoft-based programs Tableau or visualization tool familiarity Experience with Loan IQ and transaction capture tools Keen attention to detail Analytical and problem-solving abilities Client relationship and solution skills Education
Bachelor’s/University degree; Master’s degree preferred 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 a large financial institution Strong knowledge of wholesale loan (syndicated / bilateral) product and business, including loan documentation, loan/funding mechanics, deal structure, funds flows, etc. Substantial experience working with clients under time constraints to facilitate a transaction 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 with strong organizational and time management skills and effective stakeholder follow-up Awareness of corporate and regulatory lending policies Deep knowledge of operational processes supporting wholesale lending Focus on achieving/exceeding key operating standards within a KPI/metrics driven culture Ability to adapt in an environment with changing priorities Education:
– see above Anticipated Posting Close Date:
Feb 06, 2026 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Citi is committed to providing reasonable accommodations for applicants with disabilities.
#J-18808-Ljbffr