Citigroup, Inc

Wholesale Lending Operations Transaction Manager

Citigroup, Inc • $79K — $118K *
Tampa, FL 33647Hybrid
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 5-8 years of experience in transaction management or a related field.
  • Highly proficient in Excel and familiarity with Tableau or similar visualization tools.
  • Experience with Loan IQ or transaction capture tools.
  • Excellent communication, organizational, and interpersonal skills.
  • Keen attention to detail and strong analytical abilities.

Responsibilities

  • Build and develop the transaction management team to enhance loan origination processes.
  • Create and implement processes, standards, and training related to transaction management.
  • Design and test new technology for loan management.
  • Train and support transaction management staff and business partners.
  • Ensure data quality and compliance with internal policies and regulations.
  • Collaborate with various business lines to establish operational metrics and control reviews.
  • Continuously improve processes and efficiencies across the loan lifecycle.

Benefits

  • Comprehensive medical, dental, and vision coverage.
  • 401(k) retirement plan with company match.
  • Life, accident, and disability insurance options.
  • Wellness program and resources for employees.
  • Generous paid time off policies including vacation and sick leave.
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 building and development of the 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 multi-task 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


Job Family Group:
Operations - Transaction Services

Job Family:
Transaction Capture Services

Time Type:
Full time

Primary Location:
Tampa Florida United States

Primary Location Full Time Salary Range:
$79,120.00 - $118,680.00

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.

Most Relevant Skills
Please see the requirements listed above.

Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date:
Jul 11, 2026

About Citigroup, Inc

Citigroup is a financial services holding company that provides financial products and services. The company operates through two segments, Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment offers traditional banking services to retail customers through retail banking, commercial banking, Citi-branded cards, and Citi retail services. The ICG segment offers various banking, and financial products and services to corporate, institutional, public sector, and high-net-worth clients. This segment provides wholesale banking products and services, including fixed-income and equity sales and trading, foreign exchange, prime brokerage, derivative services, equity and fixed-income research, corporate lending, investment banking, and advisory services, private banking, cash management, trade finance, and securities services. Citi is committed to sustainability and social responsibility, and the company invests in initiatives that promote economic progress.

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Learn more about Citigroup, Inc
Market Cap
$1.3 billion
Industry
Finance & Insurance
Net Income
$89.6 million
Founded
1812
5 Year Trend
+4.6%
NASDAQ
C
* Ladders Estimates

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