Transaction Manager Officer Loan Closer at Citi

Tampa, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

01 Apr, 26

Salary

0.0

Posted On

01 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Loan Closing, Affordable Housing Finance, Low-Income Housing Tax Credits, Legal Documentation Review, Transaction Management, Analytical Skills, Problem-Solving, Communication Skills, Organizational Skills, Microsoft Office Suite, Loan Management Software, Deadline Management, Collaboration, Data Quality, Risk Assessment, Training

Industry

Financial Services

Description

Loan Closing (Affordable Housing Focus): Manage a pipeline of affordable housing loan closings from commitment through funding, including construction loans, permanent loans, and bond financings. ○ Coordinate extensively with internal stakeholders (underwriting, legal, portfolio management, credit risk, operations) and external parties (counsel, developers, syndicators, investors, government agencies). ○ Review and analyze complex legal documentation, including loan agreements, partnership agreements, deeds of trust, regulatory agreements, and intercreditor agreements, to ensure all conditions precedent to closing are met. ○ Exhibit a strong understanding of Low-Income Housing Tax Credits (LIHTC) and other tax credit programs, ensuring compliance requirements are meticulously integrated into the closing process. ○ Oversee the satisfaction of all pre-closing conditions, track critical deadlines, and manage the collection and review of all required documentation. ○ Facilitate the ordering and review of third-party reports, title insurance, and surveys. Prepare and/or review closing statements, disbursement schedules, and wire instructions. ○ Proactively identify and resolve potential closing issues, collaborating with all parties to ensure smooth and efficient transaction completion. Broader Transaction Management & Lifecycle Support: Contribute to the build and development of processes to support loan origination and lifecycle management for a variety of loan types, including corporate, commercial, real estate, structured, syndicated, and bilateral loans, as well as trade finance. ○ Assist with the creation and continuous improvement of processes, standards, procedures, controls, and training for transaction management. ○ Aid in the design, implementation, testing, and rollout of technology solutions related to loan lifecycle management. ○ Provide training and support to transaction management staff and business constituents. ○ Ensure that data quality, controls, and processes meet internal policies ○ Work with lines of business, transaction management, and loan operations to define and implement operational metrics and risk and control reviews to ensure end-to-end transparency. ○ Participate in projects aimed at enhancing performance and efficiency, including loan remediation and loan system testing/migrations. ○ Actively manage and maintain a deal closing pipeline of loan transactions and lifecycle events. ○ Capture data, store documentation, troubleshoot issues/roadblocks, and perform quality control for loan transactions. ○ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and 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. ○ Maintain accurate and organized electronic and physical closing files and documentation. Bachelor's/University degree or equivalent experience in Finance, Real Estate, Business Administration, or a related field. 2-5 years of relevant experience in loan closing or transaction management within financial services, with a strong preference for affordable housing finance. ○ Demonstrated expertise in affordable housing finance, including a thorough understanding of Low-Income Housing Tax Credits (LIHTC), taxexempt bonds, and other subsidy programs. Strong knowledge of real estate legal documentation, title and survey review, and closing mechanics. ○ Knowledge of wholesale loan (syndicated / bilateral) product and business, including an understanding of legal loan documentation, loan / funding mechanics, deal structure, and funds flows is a plus. ○ Experience with Loan IQ, transaction capture tools, or similar loan management software. ○ Proficiency in Microsoft Office Suite (Word, Excel, Outlook). Tableau or visualization tool familiarity is a plus. Proven ability to manage multiple complex transactions simultaneously under tight deadlines and prioritize effectively with minimal management follow-up. ○ Exceptional organizational skills, keen attention to detail, and developed analytical and problem-solving abilities. ○ Excellent written and verbal communication, interpersonal, and client relationship skills, with the ability to effectively interact with all levels of internal and external stakeholders. ○ Ability to work independently and as part of a collaborative team in a fast paced, ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jan 07, 2026 ------------------------------------------------------

Responsibilities

Manage a pipeline of affordable housing loan closings from commitment through funding, coordinating with various stakeholders. Oversee the satisfaction of pre-closing conditions and facilitate the closing process to ensure smooth transactions.