Citi
Overview
Transaction Management Officer 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 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 compliance with applicable laws, rules and regulations, and safeguarding the firm, its clients and assets. Qualifications
5-8 years of 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 other Microsoft programs Tableau or visualization tool familiarity Experience with Loan IQ, transaction capture tools, etc. Keen attention to detail and developed analytical and problem-solving abilities Client relationship and solution skills Additional Qualifications
Experience within a large global team supporting wholesale lending at a large financial institution Knowledge of wholesale loan product and business, including legal loan documentation, loan/funding mechanics, deal structure, funds flows, etc. Experience working with clients under time constraints to facilitate a transaction Ability to collaborate with team members, senior management and other business constituents Critical decision-making capabilities with ability to identify, escalate and propose solutions Strong organizational and time management skills with follow-up across stakeholders Understanding of corporate and regulatory lending policies 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 with changing priorities Education
Bachelors/University degree or equivalent experience Job Details Primary Location:
Tampa, Florida, United States Time Type:
Full time Job Family Group:
Operations - Transaction Services Job Family:
Transaction Capture Services Primary Location Full Time Salary Range:
$79,120.00 - $118,680.00 In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards. Citi offers competitive 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. Most Relevant Skills Please see the requirements listed above. Anticipated Posting Close Date:
Sep 24, 2025 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. 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.
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Transaction Management Officer 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 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 compliance with applicable laws, rules and regulations, and safeguarding the firm, its clients and assets. Qualifications
5-8 years of 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 other Microsoft programs Tableau or visualization tool familiarity Experience with Loan IQ, transaction capture tools, etc. Keen attention to detail and developed analytical and problem-solving abilities Client relationship and solution skills Additional Qualifications
Experience within a large global team supporting wholesale lending at a large financial institution Knowledge of wholesale loan product and business, including legal loan documentation, loan/funding mechanics, deal structure, funds flows, etc. Experience working with clients under time constraints to facilitate a transaction Ability to collaborate with team members, senior management and other business constituents Critical decision-making capabilities with ability to identify, escalate and propose solutions Strong organizational and time management skills with follow-up across stakeholders Understanding of corporate and regulatory lending policies 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 with changing priorities Education
Bachelors/University degree or equivalent experience Job Details Primary Location:
Tampa, Florida, United States Time Type:
Full time Job Family Group:
Operations - Transaction Services Job Family:
Transaction Capture Services Primary Location Full Time Salary Range:
$79,120.00 - $118,680.00 In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards. Citi offers competitive 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. Most Relevant Skills Please see the requirements listed above. Anticipated Posting Close Date:
Sep 24, 2025 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. 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.
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