Transaction Management Officer-Vice President

Citi•Irving, TX

31d

About The Position

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

Requirements

6-10 years of experience
Excellent communication, organizational and interpersonal skills
Ability to work under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow up
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
Experience in management/team lead capacity, building and developing teams within a large global team supporting wholesale lending at large financial Institution
Ability to multi-task through the practice of strong organizational and time management skills with experience in continuously following-up with various stakeholders
Ability to work in an environment where priorities are frequently changing
Bachelor's/University degree, Master's degree preferred

Responsibilities

Build and develop a team supporting loan origination and lifecycle management.
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 originating and coverage business lines, credit risk, operations, legal, etc.
Ensure quality of data, controls and processes meet internal policies and regulatory requirements.
Define and implement operational metrics and risk and control reviews.
Improve processes, controls and efficiencies within the group and across loan lifecycle.
Lead projects to enhance performance and efficiency.
Serve as escalation point for loan remediation and loan system testing / migrations.
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