
Transaction Expert
3 days ago
This is a high-level overview of the Transaction Manager role, covering the key responsibilities and requirements.
- Key Responsibilities:
- Loan Origination & Lifecycle Management: Contribute to the development of the team supporting large, complex syndicated and bilateral loans across various sectors (corporate, commercial, real estate, structured lending, trade).
- Process and Technology Implementation: Assist in creating processes, standards, procedures, controls, and training for transaction management, and aid in the design, testing, and rollout of relevant technology.
- Data Quality and Control Assurance: Ensure that the quality of data, controls, and processes meet internal policies and regulatory requirements/expectations, and define/implement operational metrics for end-to-end transparency.
- Transaction Coordination & Troubleshooting: Actively manage and maintain a deal closing pipeline, coordinating and closing loan transactions/lifecycle events, capturing data, storing documentation, and troubleshooting issues.
- Risk Management & Compliance: Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding 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.
- Experience: 5-8 years of relevant experience in a related field.
- Communication & Organizational Skills: Excellent communication, organizational, and interpersonal skills, with the ability to work under tight deadlines and manage priorities independently.
- Technical Proficiency: High proficiency with Excel and other Microsoft programs, with familiarity with Tableau or other visualization tools, and experience with Loan IQ or similar transaction capture tools.
- Analytical & Problem-Solving Abilities: Developed analytical and problem-solving skills with a keen attention to detail.
- Client Relationship Skills: Demonstrated client relationship and solution skills.
Working at Citi means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community, and make a real impact.
OthersThis job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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