Officer Loan Closer, Citi

Citi

Location:
United States, Tampa

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Citi Community Capital (CCC) is the premier affordable housing lender in the United States. This role involves managing all aspects of the loan closing process, ensuring accurate and compliant execution, and contributing to broader transaction management functions.

Job Responsibility:

Manage a pipeline of affordable housing loan closings from commitment through funding, including construction loans, permanent loans, and bond financings
Coordinate extensively with internal stakeholders (underwriting, legal, portfolio management, credit risk, operations) and external parties (counsel, developers, syndicators, investors, government agencies)
Review and analyze complex legal documentation, including loan agreements, partnership agreements, deeds of trust, regulatory agreements, and intercreditor agreements, to ensure all conditions precedent to closing are met
Exhibit a strong understanding of Low-Income Housing Tax Credits (LIHTC) and other tax credit programs, ensuring compliance requirements are meticulously integrated into the closing process
Oversee the satisfaction of all pre-closing conditions, track critical deadlines, and manage the collection and review of all required documentation
Facilitate the ordering and review of third-party reports, title insurance, and surveys
Prepare and/or review closing statements, disbursement schedules, and wire instructions
Proactively identify and resolve potential closing issues, collaborating with all parties to ensure smooth and efficient transaction completion
Contribute to the build and development of processes to support loan origination and lifecycle management for a variety of loan types, including corporate, commercial, real estate, structured, syndicated, and bilateral loans, as well as trade finance
Assist with the creation and continuous improvement of processes, standards, procedures, controls, and training for transaction management
Aid in the design, implementation, testing, and rollout of technology solutions related to loan lifecycle management
Provide training and support to transaction management staff and business constituents
Ensure that data quality, controls, and processes meet internal policies and regulatory requirements and expectations.

Requirements:

Bachelor’s/University degree or equivalent experience in Finance, Real Estate, Business Administration, or a related field
2-5 years of relevant experience in loan closing or transaction management within financial services, with a strong preference for affordable housing finance
Demonstrated expertise in affordable housing finance, including a thorough understanding of Low-Income Housing Tax Credits (LIHTC), tax-exempt bonds, and other subsidy programs
Strong knowledge of real estate legal documentation, title and survey review, and closing mechanics
Knowledge of wholesale loan (syndicated / bilateral) product and business, including an understanding of legal loan documentation, loan / funding mechanics, deal structure, and funds flows is a plus
Experience with Loan IQ, transaction capture tools, or similar loan management software
Proficiency in Microsoft Office Suite (Word, Excel, Outlook). Tableau or visualization tool familiarity is a plus
Proven ability to manage multiple complex transactions simultaneously under tight deadlines and prioritize effectively with minimal management follow-up
Exceptional organizational skills, keen attention to detail, and developed analytical and problem-solving abilities
Excellent written and verbal communication, interpersonal, and client relationship skills, with the ability to effectively interact with all levels of internal and external stakeholders
Ability to work independently and as part of a collaborative team in a fast-paced, continuously changing environment where priorities are frequently shifting
Critical decision-making capabilities, including the ability to identify, escalate, and propose solutions to problems
Ability to multi-task through the practice of strong organizational and time management skills, with experience in continuously following-up with various stakeholders
Understanding and awareness of appropriate corporate and regulatory policies in relation to lending
Focus on achieving/exceeding key operating standards within a KPI/metrics driven culture.

Nice to have:

Knowledge of wholesale loan (syndicated / bilateral) product and business, including an understanding of legal loan documentation, loan / funding mechanics, deal structure, and funds flows
Experience with Loan IQ, transaction capture tools, or similar loan management software
Tableau or visualization tool familiarity.

What we offer:

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

Additional Information:

Job Posted:
November 27, 2025

Expiration:
December 03, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Officer Loan Closer