Transaction Management will be responsible for supporting multiple aspects of the lending lifecycle including but not limited to loan closing and servicing coordination, facilitating complex client onboarding, data manag…
Skills: Loan Closing, Loan Servicing, Client Onboarding, Data Management, Quality Control
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Skills: Loan Closing, Loan Servicing, Client Onboarding, Data Management, Quality Control
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$87k–$131k/yr
Full-time
bachelor degree
Medical coverage, Dental coverage, Vision coverage, 401(k), Life insurance, Accident insurance
Posted 37d ago
~40 hrs/week
Responsibilities
Responsible for supporting the lending lifecycle, including loan closing, servicing coordination, and complex client onboarding. The role involves operational oversight of loan transactions to ensure compliance with internal policies and regulatory requirements.
Requirements
Requires 5-8 years of experience in wholesale lending with proficiency in Loan IQ, Excel, and data visualization tools. A bachelor's degree and strong analytical, communication, and organizational skills are essential.
Full job description
Transaction Management will be responsible for supporting multiple aspects of the lending lifecycle including but not limited to loan closing and servicing coordination, facilitating complex client onboarding, data management, and quality control. The team will be accountable and responsible for operational oversight of the closing and servicing of all loan transactions of the business division being supported to ensure all internal and external requirements are met.
Responsibilities:
Contribute to the build and development team to support 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.
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.
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.
Ensure that quality of data, controls and processes performed meet internal policies and regulatory requirements/expectations.
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
Participate in projects to enhance performance and efficiency.
Take part in 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.
Qualifications:
5-8 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
Additional non-core qualifications which will be considered are:
Experience within a large global team supporting wholesale lending at large financial Institution
Knowledge of wholesale loan (syndicated / bilateral) product and business, including an understanding of legal loan documentation, loan / funding mechanics, deal structure, funds flows, etc.
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
Critical decision-making capabilities including the ability to identify, escalate, and propose solutions to problems
Ability to prioritize through the practice of strong organizational and time management skills with experience in continuously following-up with various stakeholders
Understanding and awareness of appropriate corporate and regulatory policies in relation to Lending
Deep understanding 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
Education:
Bachelors/University degree or equivalent experience
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. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have over 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.
For information on Citi’s commitment to privacy, visit on.citi/privacy.
Offices: 388 Greenwich Street, New York, New York 10013, US · Locations in over 100 countries, http://www.citigroup.com/citi/global/index.htm, 10022, US · 5900 Hurontario St, Mississauga, ON L5R 0B8, CA · 165 Jalan Ampang, Kuala Lumpur, Federal Territory of Kuala Lumpur 50450, MY · Calle 62C O, Panama City, Panama, PA
BankingCommercial BankingInvestment BankingWealth ManagementCredit CardsCapital MarketsEquity and Fixed Income ResearchConsumer LendingCash Managementand Transaction Services
Based on 54 listings with disclosed salaries, most legal jobs in Irving, TX pay between $72k–$205k per year. Individual offers vary with seniority, company size, and specialization.
How many Legal jobs are open in Irving, TX right now?
There are currently 129 open legal positions in Irving, TX listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Legal roles in Irving, TX?
Companies currently hiring include Thomas J. Henry Law, Bush and Bush Law Group, Caterpillar Inc., MUFG, Citi, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Legal jobs in Irving, TX?
Yes — 41 of the 129 open legal positions offer remote or hybrid work (8 remote, 33 hybrid).
How do I apply for Legal jobs in Irving, TX?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.