Transaction Management Specialist

1 month ago

Bengaluru, Karnataka, India 12542 Citicorp Services India Private Limited Full time

Job Summary:

Citicorp Services India Private Limited is seeking a highly skilled Transaction Management Specialist to support multiple aspects of the lending lifecycle, including loan closing and servicing coordination, complex client onboarding, data management, and quality control.

Key Responsibilities:

  • Contribute to the build and development of the team to support loan origination and lifecycle management, including large complex syndicated and bilateral loans.
  • 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 originating and coverage business lines, credit risk, operations, legal, and other stakeholders.
  • Ensure quality of data, controls, and processes meet internal policies and regulatory requirements.
  • Work with lines of business, transaction management, and loan operations to define and implement operational metrics and risk and control reviews.
  • 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, and perform quality control.
  • Assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets.

Requirements:

  • 8-11 years of experience in wholesale lending operations.
  • Excellent communication, organizational, and interpersonal skills.
  • Ability to work well under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow-up.
  • Quantitative skills with high proficiency in Excel and other Microsoft-based programs.
  • Tableau or visualization tool familiarity.
  • Experience with Loan IQ, transaction capture tools, and other relevant systems.
  • Keen attention to detail and developed analytical and problem-solving abilities.
  • Client relationship and solution skills.
  • Experience within a large global team supporting wholesale lending at a 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.
  • Ability to work 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 multi-task through 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:

  • Bachelor's/University degree or equivalent experience.

Global Benefits:

  • Citi provides programs and services for your physical and mental well-being, including access to telehealth options, health advocates, confidential counseling, and more. Coverage varies by country.
  • Citi has a variety of programs that help employees balance their work and life, including generous paid time off packages.

Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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