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Citi · 3 days ago

Escrow Transaction Management Lead - Vice President

San Francisco, CA

Full-time

Onsite

Mid, Senior Level

$157K/yr - $236K/yr

5+ years exp

Citi is a leading global bank, and they are seeking an Escrow Transaction Management Lead to drive success in a fast-paced Escrow environment for Citi Wealth clients. The role involves managing transactions from inception to completion, ensuring compliance, mitigating risk, and delivering exceptional service.

BankingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Support our Escrow Product Specialists on all aspects of the escrow end-to-end deal process for M&A transactions for which Citi Wealth is serving as Escrow Agent

Work closely with all members of the Escrow Product Team and Escrow Service Team to provide an exceptional Client Experience to Wealth At Work clients nationwide

Direct contact with clients and their attorneys, accountants, third party vendors, representatives, etc

Deal with complex issues and challenges as they arise

Act as a source of technical expertise within the team, keeping abreast of market developments and offering support and guidance

Daily interaction with Private Bankers, Banker Associates, Service Officers, and other internal constituents as necessary

Make contributions to the development of new techniques and the improvement of processes and work-flow required to setup and service Escrow deals

Evaluate moderately complex and variable issues and apply appropriate problem-solving skills in the development of solutions

Qualification

Escrow transactions expertiseEnd-to-end lifecycle managementMicrosoft Office SuiteAnalytical skillsProject management skillsClient relationship managementInterpersonal skillsCommunication skillsStrategic thinkingCreative problem-solving

Required

5- 7 years of experience in escrow agent transactions or settlement funds preferred

Strong understanding of the escrow and paying agent end to end lifecycle management with solid product expertise

Strategic thinking and creative problem-solving abilities

Proficiency in Microsoft Office Suite (Word, Excel, Outlook)

Exceptional project management, analytical skills

Excellent interpersonal, client relationship management, and communication skills

Ability to travel domestically as required

Commitment to ethical conduct and sound business practices

Preferred

Bachelor's degree preferred; JD, MBA, or other advanced degree is a plus

Benefits

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

Company

Citi

Glassdoor3.8

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Founded in 1812

San Antonio, Texas, USA

10001+ employees

https://www.citi.com

H1B Sponsorship

Citi has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1386)

2024 (849)

2023 (1375)

2022 (1117)

2021 (876)

2020 (901)