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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 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.
Job Responsibility:
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
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
Requirements:
5-8 years of experience
Excellent communication, organizational and interpersonal skills
Work well under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow up
Quantitative skills with a high proficiency with Excel and other Microsoft based programs
Tableau or 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
Nice to have:
Experience within a large global team supporting wholesale lending at large financial Institution
Knowledge of wholesale loan (syndicated / bilateral) product and business, including an understanding of legal loan documentation, loan / funding mechanics, deal structure, funds flows, etc.
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 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
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 where priorities are frequently changing
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