Escrow Transaction Management Lead - C13

Citi • San Francisco, CA

61d

About The Position

Drive success in a fast-paced Escrow environment, serving Citi Wealth clients nationwide. As an Escrow Transaction Management Lead, you will manage transactions from inception to completion, ensuring compliance and mitigating risk while delivering exceptional service. The Escrow Agent product supports the WaW Law Firm Group clients, serving as Escrow Agent for clients of the Law Firms we cover. Responsibilities The role holder will 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. A core function of the job will involve making contributions to the development of new techniques and the improvement of processes and work-flow required to setup and service Escrow deals. The candidate will be required to evaluate moderately complex and variable issues and apply appropriate problem-solving skills in the development of solutions.

Requirements

• 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.
• Bachelor's degree preferred
• Ability to travel domestically as required.
• Commitment to ethical conduct and sound business practices.

Nice To Haves

• JD, MBA, or other advanced degree is a plus.

Responsibilities

• Support Escrow Product Specialists on all aspects of the escrow end-to-end deal process for M&A transactions.
• Work closely with the Escrow Product Team and Escrow Service Team to provide an exceptional Client Experience.
• 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.
• Contribute 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.

Benefits

• In 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees