Transaction Closer

The Transaction Management team is responsible for supporting multiple aspects of the lending lifecycle. This includes, but is not limited to, loan closing and servicing coordination, facilitating complex client onboarding, data management, and quality control. The team is accountable for operational oversight of the closing and servicing of all conversion loan transactions across various business divisions to ensure all internal and external requirements are met.

• Manage a pipeline of affordable housing loan closings from commitment through funding
• Coordinate extensively with internal stakeholders and external parties
• Review and analyze complex legal documentation
• Exhibit a strong understanding of Low-Income Housing Tax Credits and other tax credit programs
• Oversee the satisfaction of all pre-closing conditions
• Facilitate the ordering and review of third-party reports, title insurance, and surveys
• Prepare and/or review closing statements, disbursement schedules, and wire instructions
• Proactively identify and resolve potential closing issues
• Contribute to the build and development of processes to support loan origination and lifecycle management
• Assist with the creation and continuous improvement of processes, standards, procedures, controls, and training for transaction management
• Aid in the design, implementation, testing, and rollout of technology solutions related to loan lifecycle management
• Provide training and support to transaction management staff and business constituents
• Ensure that data quality, controls, and processes meet internal policies and regulatory requirements and expectations

• 2-5 years relevant 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

• 401k matching
• Health insurance
• Life, accident, and disability insurance
• Wellness programs

Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.