Citi
Overview
Transaction Management Analyst 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 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
Contribute to the build and development team to support 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. 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 each of the originating and coverage business lines, credit risk, operations, legal, etc. Ensure that quality of data, controls and processes performed meet internal policies and regulatory requirements/expectations. 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. Participate in projects to enhance performance and efficiency. Take part in 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, assess, and escalate risk when business decisions are made, ensuring alignment with firm policies, laws, and ethical standards. Qualifications
2-5 years relevant experience Excellent communication, organizational and interpersonal skills Ability to work under tight deadlines, manage priorities, and complete tasks with minimal supervision Quantitative skills with high proficiency in Excel and Microsoft tools Tableau or other visualization tool familiarity 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
Experience within a large global team supporting wholesale lending at a large financial institution Knowledge of wholesale loan products (syndicated/bilateral), including loan documentation, deal structure, funds flows Experience working with clients under time constraints to facilitate a transaction Collaborative experience with team members, senior management, and other business constituents Strong decision-making capabilities with the ability to identify, escalate, and propose solutions Ability to multi-task with strong organizational and time-management skills and follow-up with stakeholders Understanding of corporate and regulatory lending policies Deep understanding of operational processes supporting wholesale lending Focus on achieving/exceeding KPI/operating standards in a metrics-driven culture Ability to adapt to changing priorities Education
Bachelor's/University degree or equivalent experience Job details: Employment type - Full-time; Primary location - 615 S College Street, Charlotte, NC; Time type - Full time; Salary range - $64,620.00 - $90,180.00. Benefits: Citi offers medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off and holidays. Availability of benefits may vary by jurisdiction, job level, and date of hire. EEO statement: Citi is an equal opportunity employer. Qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law. If you need a reasonable accommodation to use our tools or apply, review Citi's Accessibility information and EEO policy.
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Transaction Management Analyst 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 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
Contribute to the build and development team to support 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. 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 each of the originating and coverage business lines, credit risk, operations, legal, etc. Ensure that quality of data, controls and processes performed meet internal policies and regulatory requirements/expectations. 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. Participate in projects to enhance performance and efficiency. Take part in 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, assess, and escalate risk when business decisions are made, ensuring alignment with firm policies, laws, and ethical standards. Qualifications
2-5 years relevant experience Excellent communication, organizational and interpersonal skills Ability to work under tight deadlines, manage priorities, and complete tasks with minimal supervision Quantitative skills with high proficiency in Excel and Microsoft tools Tableau or other visualization tool familiarity 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
Experience within a large global team supporting wholesale lending at a large financial institution Knowledge of wholesale loan products (syndicated/bilateral), including loan documentation, deal structure, funds flows Experience working with clients under time constraints to facilitate a transaction Collaborative experience with team members, senior management, and other business constituents Strong decision-making capabilities with the ability to identify, escalate, and propose solutions Ability to multi-task with strong organizational and time-management skills and follow-up with stakeholders Understanding of corporate and regulatory lending policies Deep understanding of operational processes supporting wholesale lending Focus on achieving/exceeding KPI/operating standards in a metrics-driven culture Ability to adapt to changing priorities Education
Bachelor's/University degree or equivalent experience Job details: Employment type - Full-time; Primary location - 615 S College Street, Charlotte, NC; Time type - Full time; Salary range - $64,620.00 - $90,180.00. Benefits: Citi offers medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off and holidays. Availability of benefits may vary by jurisdiction, job level, and date of hire. EEO statement: Citi is an equal opportunity employer. Qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law. If you need a reasonable accommodation to use our tools or apply, review Citi's Accessibility information and EEO policy.
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