Skip to content
Transaction Manager
| Company | Citigroup |
|---|
| Location | Tampa, FL, USA |
|---|
| Salary | $58656 – $72350 |
|---|
| Type | Full-Time |
|---|
| Degrees | |
|---|
| Experience Level | Junior |
|---|
Requirements
- 1-2 years of previous experience servicing affordable multifamily loans
- Knowledge of commercial real estate legal documentation and construction budget
- Energetic individual who shows initiatives
- Team player
- Quick learner with ability to work with minimal direct supervision
- Positive attitude when faced with changes
- Ease with learning new systems/applications
- High proficiency with Excel and other Microsoft based programs
- Experience within a large global team supporting wholesale lending at large financial Institution
- Knowledge of wholesale loan (syndicated / bilateral) product and business
- Experience working with clients under time constraints
- Proven ability to collaborate with team members, Senior management, and other business constituents
- Critical decision-making capabilities
- Ability to multi-task through the practice of 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
- Excellent communication, organizational and interpersonal skills
- Ability to work well under tight deadlines
- Keen attention to detail
- Developed analytical and problem-solving abilities
- Client relationship and solution skills
- Ability to work in an environment where priorities are frequently changing
Responsibilities
- Manage and service an active portfolio of multifamily rental construction transactions (e.g., loans, bonds, and letters of credit)
- Strong understanding of deal structure, economic terms of transactions, and manage high-volume workflow
- Work closely with clients, governmental agencies, fiscal agents, and other external parties on monthly deal disbursement and approval process
- Coordinate various actions internally with Asset Managers, Construction Management, Risk, and Operations
- Review disbursement requests, inspection reports, title updates and managing flow of funds mechanics to meet specific funding deadline
- Review deal summaries, legal documents, and construction budget to ensure the risk profile and deal structure are accurate and consistent across all systems and tracking tools
- Monitor ongoing updates to the portfolio, including participating in extensions, modifications, and other deal events
- Handle data requests from internal teams as well as from regulators, clients, and other third parties
- 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
- Ensure that quality of data, controls and processes performed meet internal policies and regulatory requirements/expectations
- Participate in projects to enhance performance and efficiency
- Work with lines of business, transaction management, underwriting and loan operations to define and implement operational metrics and risk and control reviews
- 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 consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets
Preferred Qualifications
- Tableau or visualization tool familiarity
- Experience with Loan IQ, transaction capture tools, etc.
