Escrow Transaction Management Lead - Vice President at Citi

San Francisco, California, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Mar, 26

Salary

0.0

Posted On

13 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Escrow Transactions, Client Experience, Technical Expertise, Problem-Solving, Interpersonal Skills, Communication Skills, Microsoft Office Suite, Strategic Thinking, Creative Problem-Solving, Relationship Management, Process Improvement, Workflow Development, Market Developments, Complex Issue Resolution, Team Collaboration, Financial Services

Industry

Financial Services

Description

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. A core function of the job will involve making contributions to the development of new techniques and the improvement of processes and work-flow required to setup and service Escrow deals. The candidate will be required to evaluate moderately complex and variable issues and apply appropriate problem-solving skills in the development of solutions. 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). Excellent interpersonal, client relationship management, and communication skills. Bachelor's degree preferred; JD, MBA, or other advanced degree is a plus. Commitment to ethical conduct and sound business practices. ------------------------------------------------------ Job Family Group: Private Client Product Services ------------------------------------------------------ Job Family: Custody Escrow Sales Services ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 19, 2025 ------------------------------------------------------

Responsibilities

The role involves providing exceptional client experience and direct contact with clients and their representatives. The candidate will also contribute to the development of new techniques and improvements in processes related to escrow deals.