Citigroup Inc.
Multifamily Lending Transaction Manager-Assistant Vice President
Citigroup Inc., Tampa, Florida, us, 33646
Overview
Multifamily Lending Transaction Manager 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 and responsible 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
Work with loan originators, underwriters, analysts, and borrowers to obtain documents required to underwrite and thereafter close Multifamily housing real estate loans. Perform cursory review of title, survey, organizational documents, loan documents, insurance certificates, and other project level due diligence to ensure conformance with internal requirements and credit approvals. Track deposits and expenses for each deal. Track progress by updating established due diligence checklists on a weekly basis – working with borrowers to collect all required documentation. Address borrower inquiries and have proper judgment experience to know when issues should be elevated. Prepare loan boarding input documents for loan servicer and transmit completed files to internal and external loan file custodian. Must have current working knowledge of loan products (Freddie/ Fannie) and knowledge of procedures, processes, and documentation. Work closely with the project sponsor/borrower and deal team members from Underwriting, Construction Risk, and other teams throughout the closing and approval process. Work closely with outside counsel to prepare and review all loan closing documents. Must have the ability to comprehend and interpret the credit memo and underwriting analysis to appropriately communicate issues to all pertinent parties and ensure all closing conditions are satisfied prior to closing. Review deal summary and legal documents to ensure the risk profile and deal structure are captured across all systems to allow for accurate financial and business reporting. Prepare closing settlement statement, review closing costs, coordinate with Operations to set up funding, and complete delivery package for post-closing servicing. 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 risk when making business decisions by driving compliance with applicable laws, rules and regulations, adhering to policy, applying ethical judgment, and escalating, managing and reporting control issues with transparency. Qualifications
2+ years of relevant experience A minimum of 2-3 years’ experience in real estate industry/loan administration or equivalent role is preferred. Previous closing experience with affordable multifamily deals preferred. 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 programs; quick learner and able to work with minimal direct supervision. Detail-oriented and quality assurance focused; able to manage multiple initiatives simultaneously and collaborate across Bank teams. Energetic, proactive, team player with a positive attitude to change. Ease with learning new systems/applications. Strong influencing skills; ability to coordinate internal meetings with several parties to gather information and meet conditions. Tableau or visualization tool familiarity. Experience with Loan IQ, transaction capture tools, etc. Analytical and problem-solving abilities; client relationship and solution skills. Familiarity with Freddie Mac and Fannie Mae systems. Knowledge of commercial real estate legal documentation is a plus. Education
Bachelors/University degree or equivalent experience Additional non-core qualifications which will be considered are: experience within a large global team supporting wholesale lending at a large financial institution; knowledge of wholesale loan (syndicated / bilateral) product and business, including deal structure, funds flows, etc.; experience working with clients under time constraints to facilitate a transaction; proven ability to collaborate with team members and senior management; critical decision-making abilities; multi-tasking and strong organizational skills; understanding of corporate and regulatory lending policies; knowledge of wholesale lending operational processes; KPI/metrics driven focus; ability to adapt to changing priorities. Education:
Bachelors/University degree or equivalent experience. ------------------------------------------------------ Job Family Group:
Operations - Transaction Services ------------------------------------------------------ Job Family:
Transaction Capture Services ------------------------------------------------------ Time Type:
Full time ------------------------------------------------------ Primary Location:
Tampa Florida United States ------------------------------------------------------ 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 employee 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. Other Relevant Skills: For complementary skills, please see above and/or contact the recruiter. Anticipated Posting Close Date: Sep 22, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their 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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Multifamily Lending Transaction Manager 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 and responsible 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
Work with loan originators, underwriters, analysts, and borrowers to obtain documents required to underwrite and thereafter close Multifamily housing real estate loans. Perform cursory review of title, survey, organizational documents, loan documents, insurance certificates, and other project level due diligence to ensure conformance with internal requirements and credit approvals. Track deposits and expenses for each deal. Track progress by updating established due diligence checklists on a weekly basis – working with borrowers to collect all required documentation. Address borrower inquiries and have proper judgment experience to know when issues should be elevated. Prepare loan boarding input documents for loan servicer and transmit completed files to internal and external loan file custodian. Must have current working knowledge of loan products (Freddie/ Fannie) and knowledge of procedures, processes, and documentation. Work closely with the project sponsor/borrower and deal team members from Underwriting, Construction Risk, and other teams throughout the closing and approval process. Work closely with outside counsel to prepare and review all loan closing documents. Must have the ability to comprehend and interpret the credit memo and underwriting analysis to appropriately communicate issues to all pertinent parties and ensure all closing conditions are satisfied prior to closing. Review deal summary and legal documents to ensure the risk profile and deal structure are captured across all systems to allow for accurate financial and business reporting. Prepare closing settlement statement, review closing costs, coordinate with Operations to set up funding, and complete delivery package for post-closing servicing. 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 risk when making business decisions by driving compliance with applicable laws, rules and regulations, adhering to policy, applying ethical judgment, and escalating, managing and reporting control issues with transparency. Qualifications
2+ years of relevant experience A minimum of 2-3 years’ experience in real estate industry/loan administration or equivalent role is preferred. Previous closing experience with affordable multifamily deals preferred. 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 programs; quick learner and able to work with minimal direct supervision. Detail-oriented and quality assurance focused; able to manage multiple initiatives simultaneously and collaborate across Bank teams. Energetic, proactive, team player with a positive attitude to change. Ease with learning new systems/applications. Strong influencing skills; ability to coordinate internal meetings with several parties to gather information and meet conditions. Tableau or visualization tool familiarity. Experience with Loan IQ, transaction capture tools, etc. Analytical and problem-solving abilities; client relationship and solution skills. Familiarity with Freddie Mac and Fannie Mae systems. Knowledge of commercial real estate legal documentation is a plus. Education
Bachelors/University degree or equivalent experience Additional non-core qualifications which will be considered are: experience within a large global team supporting wholesale lending at a large financial institution; knowledge of wholesale loan (syndicated / bilateral) product and business, including deal structure, funds flows, etc.; experience working with clients under time constraints to facilitate a transaction; proven ability to collaborate with team members and senior management; critical decision-making abilities; multi-tasking and strong organizational skills; understanding of corporate and regulatory lending policies; knowledge of wholesale lending operational processes; KPI/metrics driven focus; ability to adapt to changing priorities. Education:
Bachelors/University degree or equivalent experience. ------------------------------------------------------ Job Family Group:
Operations - Transaction Services ------------------------------------------------------ Job Family:
Transaction Capture Services ------------------------------------------------------ Time Type:
Full time ------------------------------------------------------ Primary Location:
Tampa Florida United States ------------------------------------------------------ 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 employee 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. Other Relevant Skills: For complementary skills, please see above and/or contact the recruiter. Anticipated Posting Close Date: Sep 22, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their 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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