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Citi · 2 hours ago

Transaction Management Vice President

Tampa Florida United States

Full-time

Hybrid

Mid, Senior Level

$104K/yr - $156K/yr

6+ years exp

Citi is the premier affordable housing lender in the United States, dedicated to providing financing for the development and preservation of affordable housing. The Transaction Management Vice President will support multiple aspects of the lending lifecycle, ensuring operational oversight of loan transactions and compliance with internal and external requirements.

BankingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Perform leadership role relevant to the build and development of the team supporting 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

Create processes, standards, procedures, controls, training, and implementation of transaction management

Design and implement technology including testing and rollout

Produce and 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 to ensure strategic vision is enabled

Ensure that quality of data, controls and processes performed meet internal policies and regulatory requirements/expectations, via staff management

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

Lead projects to enhance performance and efficiency

Leadership role and serve as escalation relevant to 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

Participate in projects and provide valuable input with various working groups created to enhance performance and efficiency

Take part in loan remediation and loan system testing / migrations

Upon go-live or during pilot phases of Transaction Management Group the following may apply:

Actively manage and maintain a deal closing pipeline of wholesale loan transactions for BCMA

Coordinate and close loan transactions/lifecycle events, capture data, store documentation, troubleshoot issues/roadblocks, perform quality control on all inputs based on relevant loan documentation once Transaction Management closing functions go live or during pilot phases

Liaise and coordinate all pre-closing requirements with various internal and external teams (i.e. Business Deal Teams, Loan Operations, Risk, Legal, Compliance, KYC, Borrowers, Co-Arrangers, Lenders, etc.)

Collect and review legal loan documentation, ensuring operational standards and compliance requirements are met

Address inquiries from Borrowers, Lenders, and Arrangers pertaining to the closing process and ongoing maintenance of the deal

Qualification

Loan IQTransaction capture toolsWholesale lending knowledgeExcel proficiencyTableau familiarityAnalytical skillsClient relationship skillsCommunication skillsOrganizational skillsInterpersonal skillsProblem-solving skills

Required

6-10 years of 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 skills

Bachelor's/University degree, Master's degree preferred

Preferred

Experience in management/team lead capacity, building and developing teams within a large global team supporting wholesale lending at large financial Institution

Strong knowledge of wholesale loan (syndicated / bilateral) product and business, including an understanding of legal loan documentation, loan / funding mechanics, deal structure, funds flows, etc

Substantial 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 in a steering capacity

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

Comprehensive understanding and awareness of appropriate corporate and regulatory policies in relation to Lending

Deep knowledge 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

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

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Trends of Total Sponsorships

2025 (957)

2024 (849)

2023 (1375)

2022 (1117)

2021 (876)

2020 (901)