Transaction Manager

Citi

Transaction Manager at Citi supporting lending lifecycle management including loan closing, servicing coordination, and complex client onboarding.

Posted 5/30/2026full-timeCharlotte • North Carolina • 🇺🇸 United StatesJuniorMid-Level💰 $64,620 - $90,180 per yearWebsite

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

support multiple aspects of the lending lifecycle including loan closing and servicing coordination
facilitate complex client onboarding, data management, and quality control
contribute to the build and development 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, and legal
ensure quality of data, controls, and processes meet internal policies and regulatory requirements/expectations
work with lines of business 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
manage and maintain a deal closing pipeline of loan transactions
coordinate and close loan transactions/lifecycle events

Requirements

What you’ll need

2-5 years relevant experience
excellent communication, organizational and interpersonal skills
work well under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow up
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
bachelor's/university degree or equivalent experience

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data managementquality controlprocess developmenttransaction managementoperational metricsrisk and control reviewsdeal closing pipeline managementloan transactionsanalytical skillsproblem-solving

Soft Skills

communication skillsorganizational skillsinterpersonal skillsability to work under tight deadlinespriority managementattention to detailclient relationship skillssolution skills

Certifications

bachelor's degree