Escrow Sales Lead – Vice President

Citi

Escrow Specialist supporting transactions from inception to completion for Citi Wealth clients nationwide. Ensuring compliance, mitigating risk, and delivering exceptional service across functions.

Posted 7/8/2026full-timeChicago • Illinois, New York • 🇺🇸 United StatesSenior💰 $138,720 - $208,080 per yearWebsite

About the role

Key responsibilities & impact

Structure, negotiate, and execute escrow and paying agent agreements, collaborating with internal legal counsel to minimize risk and ensure compliance
Work with Escrow Business Development and Private Bankers to assist with client onboarding, gather necessary documentation, and coordinate deal closings
Coordinate with internal specialists (foreign exchange, equity) to provide comprehensive solutions tailored to client needs
Support account opening, funding, and closing processes, ensuring accuracy and helping to resolve any deficiencies
Assist in monitoring account activity, managing "tickler" items, and supporting the claims submission process, adhering to contractual and legal obligations
Serve as a point of contact for client inquiries, providing timely and accurate resolutions
May participate in sales calls and client presentations to help promote Escrow Agent services
Adhere to all legal and regulatory policies of Citi Wealth

Requirements

What you’ll need

2-5 years of experience in escrow, paying agent transactions, or a related financial services field
Familiarity with escrow and paying agent transactions
Understanding of the transaction lifecycle in financial services
Strong problem-solving and analytical skills
Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
Good project management and organizational skills
Strong interpersonal, client relationship management, and communication skills
Bachelor's degree required; JD is a plus

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

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Escrow TransactionsPaying Agent TransactionsTransaction Lifecycle UnderstandingProblem-Solving SkillsAnalytical Skills

Soft Skills

Interpersonal SkillsCommunication SkillsOrganizational Skills

Certifications

Bachelor's DegreeJD (Preferred)