Escrow Transaction Management Lead – Vice President
Citi
full-time
Posted on:
Location Type: Hybrid
Location: San Francisco • California, New York • 🇺🇸 United States
Visit company websiteSalary
💰 $157,040 - $235,560 per year
Job Level
Senior
About the role
- Drive success in a fast-paced Escrow environment, serving Citi Wealth clients nationwide.
- Manage transactions from inception to completion, ensuring compliance and mitigating risk while delivering exceptional service.
- Support our Escrow Product Specialists on all aspects of the escrow end-to-end deal process for M&A transactions.
- Work closely with all members of the Escrow Product Team and Escrow Service Team to provide an exceptional Client Experience to Wealth At Work clients nationwide.
- Direct contact with clients and their attorneys, accountants, third party vendors, representatives, etc.
- Deal with complex issues and challenges as they arise.
- Act as a source of technical expertise within the team, keeping abreast of market developments and offering support and guidance.
- Daily interaction with Private Bankers, Banker Associates, Service Officers, and other internal constituents as necessary.
- Contribute to the development of new techniques and the improvement of processes and workflow required to setup and service Escrow deals.
- Evaluate moderately complex and variable issues and apply appropriate problem-solving skills in the development of solutions.
Requirements
- 5- 7 years of experience in escrow agent transactions or settlement funds preferred.
- Strong understanding of the escrow and paying agent end to end lifecycle management with solid product expertise.
- Strategic thinking and creative problem-solving abilities.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Exceptional project management, analytical skills.
- Excellent interpersonal, client relationship management, and communication skills.
- Bachelor's degree preferred; JD, MBA, or other advanced degree is a plus.
- Ability to travel domestically as required.
- Commitment to ethical conduct and sound business practices.
Benefits
- medical, dental & vision coverage
- 401(k)
- life, accident, and disability insurance
- wellness programs
- paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
escrow agent transactionssettlement fundslifecycle managementproject managementanalytical skills
Soft skills
strategic thinkingcreative problem-solvinginterpersonal skillsclient relationship managementcommunication skills
Certifications
Bachelor's degreeJDMBA