Transaction Management Analyst, Citi

Citi

Location:
Brazil, São Paulo

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Transaction Management 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 loan transactions to ensure all internal and external requirements are met.

Job Responsibility:

Contribute to the build and development team to support loan origination and lifecycle management
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 originating and coverage business lines, credit risk, operations, legal, etc.
ensure quality of data, controls, and processes meet internal policies and regulatory requirements
work with lines of business, transaction management, and loan operations to define and implement operational metrics and risk/control reviews
constantly improve processes, controls, and efficiencies
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
appropriately assess risk when business decisions are made

Requirements:

Minimum 1-2 years of experience
excellent communication, organizational and interpersonal skills
ability to work under tight deadlines, manage priorities, and complete tasks with minimal management follow up
quantitative skills with high proficiency in Excel and Microsoft-based programs
familiarity with Tableau or visualization tools
experience with Loan IQ, transaction capture tools
keen attention to detail
developed analytical and problem-solving abilities
client relationship and solution skills
bachelor's/university degree or equivalent experience
English fluency is required

Nice to have:

Experience within a large global team supporting wholesale lending at large financial institutions
knowledge of wholesale loan (syndicated / bilateral) product and business, including an understanding of legal loan documentation, loan / funding mechanics, deal structure, funds flows
experience working with clients under time constraints to facilitate a transaction or process
proven ability to collaborate with team members, senior management, and other business constituents
critical decision-making capabilities including the ability to identify, escalate, and propose solutions to problems
ability to manage multiple concurrent deadlines through strong organizational and time management skills
understanding and awareness of appropriate corporate and regulatory policies in relation to lending
deep understanding of operational processes supporting wholesale lending
focus on achieving/exceeding key operating standards within a KPI/metrics-driven culture

What we offer:

Equal employment opportunity
reasonable accommodations for disabilities

Additional Information:

Job Posted:
August 21, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Transaction Management Analyst