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Transaction Manager – Officer 3

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.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• 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.Qualifications:• 2-5 years relevant experience• Individual must have excellent communication, organizational and interpersonal skills.• Individual must work well under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow up.• Candidate has 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 skillsAdditional non-core qualifications which will be considered are:• 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 changingEducation:• Bachelor's/University degree or equivalent experience------------------------------------------------------Job Family Group:Operations - Transaction Services------------------------------------------------------Job Family:Transaction Capture Services------------------------------------------------------Time Type:Full time------------------------------------------------------Primary Location:Irving Texas United States------------------------------------------------------Primary Location Full Time Salary Range:$69,130.00 - $96,470.00In addition to salary, Citi’s offerings may also include, for eligible employees, 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.------------------------------------------------------Anticipated Posting Close Date:Dec 24, 2024------------------------------------------------------Citi is an equal opportunity and affirmative action employer.Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 the "EEO is the Law" poster. View the EEO is the Law Supplement.View the EEO Policy Statement.View the Pay Transparency Posting
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What You Should Know About Transaction Manager – Officer 3, Citi

As a Transaction Manager – Officer 3 at Citi in Irving, TX, you'll be stepping into a critical role that supports diverse aspects of the lending lifecycle. Your main mission will involve overseeing loan closing and servicing coordination while managing complex client onboarding and ensuring meticulous data management. You'll contribute to the operational oversight of the business division's loan transactions and guarantee compliance with internal and external requirements. Picture yourself helping to shape processes, procedures, and controls tailored for transaction management while collaborating with various teams, including credit risk and legal. This position demands sharp analytical skills and attention to detail as you work within the large global team dedicated to wholesale lending. You will continually enhance processes and efficiencies, participate in projects that augment performance, and ensure that all transactions are accurately documented and any issues promptly resolved. In this dynamic environment, your communication skills will shine as you provide training and support, as well as work closely with stakeholders on operational metrics. If you thrive under tight deadlines and enjoy tackling challenges while ensuring high-quality outcomes, this is the perfect opportunity for you to make an impact at Citi.

Frequently Asked Questions (FAQs) for Transaction Manager – Officer 3 Role at Citi
What are the responsibilities of a Transaction Manager – Officer 3 at Citi?

The Transaction Manager – Officer 3 at Citi is tasked with supporting the entire lending lifecycle, which includes crucial duties like coordinating loan closings, servicing, managing complex client onboarding, and ensuring data quality. You'll also be involved in establishing processes and training staff to bolster transaction management.

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What qualifications are required for the Transaction Manager – Officer 3 position at Citi?

Citi looks for candidates with 2-5 years of relevant experience for the Transaction Manager – Officer 3 role. A strong communication skill set, proficiency in Excel, and analytical capabilities are essential. Familiarity with specific tools, such as Loan IQ, and a solid understanding of wholesale lending processes will set you apart.

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How does the Transaction Manager – Officer 3 at Citi ensure compliance?

As a Transaction Manager – Officer 3 at Citi, you are responsible for ensuring that all loan transactions comply with internal policies and regulatory requirements. This involves ongoing risk assessments, quality control, and maintaining transparency with all stakeholders throughout the transaction lifecycle.

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What skills are important for success as a Transaction Manager – Officer 3 at Citi?

Success in the Transaction Manager – Officer 3 role at Citi hinges on having excellent communication and organizational abilities. Additionally, strong analytical and problem-solving skills, attention to detail, and the capacity to manage multiple tasks effectively are pivotal in this fast-paced environment.

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What is the work environment like for a Transaction Manager – Officer 3 at Citi?

The work environment at Citi for a Transaction Manager – Officer 3 is dynamic and collaborative, nestled within the larger global wholesale lending team. You'll often work under tight deadlines, requiring efficiency and a proactive approach to mitigate potential challenges while fostering a positive team atmosphere.

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Common Interview Questions for Transaction Manager – Officer 3
Can you describe your experience with loan lifecycle management?

Highlight your specific experiences dealing with different aspects of the loan lifecycle, including closing processes, servicing coordination, or client onboarding. Emphasize any previous roles where you collaborated with various departments or supported transaction management initiatives.

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How do you prioritize tasks when managing multiple loan transactions?

Explain your approach to prioritization, such as using task management tools or setting clear timelines. Share examples of how you have successfully navigated multiple deadlines while ensuring quality control in previous roles.

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What strategies do you use to ensure data quality in transaction management?

Discuss specific strategies you employ to maintain data accuracy, such as regular audits or collaborative checks with team members. Mention tools or processes you've developed that ensure high-quality data input and handling.

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Tell us about a time you resolved a complex issue during a loan closing process.

Provide a detailed account of a particular challenge, explaining your thought process and the steps you took to resolve the issue. Highlight any collaboration with other teams and the outcome of your efforts.

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How do you keep stakeholders informed throughout the loan transaction process?

Share your methods for communication and updates, such as regular meetings, email summaries, or reporting tools. Focus on your commitment to transparency and collaboration among all parties involved.

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What experience do you have with regulatory compliance in lending?

Discuss your familiarity with relevant laws and regulations. Provide examples of how you’ve ensured compliance in past roles and your understanding of the implications for the organization.

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How have you contributed to process improvements in previous roles related to transaction management?

Showcase specific instances where you identified inefficiencies and implemented solutions that led to improved workflow or better quality outcomes. This brings attention to your analytical and critical thinking skills.

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What tools or software are you proficient in that aid transaction management?

List relevant software platforms you have experience with, such as Loan IQ or analytical tools like Tableau. Briefly explain how you utilized these tools to enhance efficiency or accuracy in your previous roles.

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How do you handle stress and tight deadlines in your work environment?

Provide strategies you use personally to manage stress and stay focused, like time management techniques or prioritizing self-care. Emphasize your ability to remain calm and effective under pressure.

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Why are you interested in the Transaction Manager – Officer 3 position at Citi?

Tailor your response to reflect your aspirations in operations and transaction management and how they align with Citi's values and vision. Mention specific aspects of the role or company that attract you, such as their commitment to compliance or their innovative approaches to lending.

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Citi’s mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capi...

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CULTURE VALUES
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
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EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
December 18, 2024

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