Multifamily Lending Transaction Manager-Assistant Vice President

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Job Overview

Multifamily Lending Transaction Manager will be responsible for supporting multiple aspects of the lending lifecycle including but not limited to loan closing and servicing coordination, facilitating complex client onboarding, data management, and quality control.  The team will be accountable and responsible for operational oversight of the closing and servicing of all loan transactions of the business division being supported to ensure all internal and external requirements are met.

Job responsibilities:

• Work with loan originators, underwriters, analysts, and borrowers to obtain documents required to underwrite and thereafter close Multifamily housing real estate loans.

• Perform cursory review of title, survey, organizational documents, loan documents, insurance certificates, and other project level due diligence to ensure conformance with internal requirements and credit approvals. Track deposits and expenses for each deal.

• Track progress by updating established due diligence checklists on a weekly basis – working with borrowers to collect all required documentation.

• Address borrower inquiries and have proper judgment experience to know when issues should be elevated.

• Prepare loan boarding input documents for loan servicer and transmit completed files to internal and external loan file custodian.

• Must have current working knowledge of loan products (Freddie/ Fannie) and knowledge of procedures, processes, and documentation.

• Work closely with the project sponsor/borrower and deal team members from Underwriting, Construction Risk, and other teams throughout the closing and approval process.

• Work closely with outside counsel to prepare and review all loan closing documents.

• Must have the ability to comprehend and interpret the credit memo and underwriting analysis to appropriately communicate issues to all pertinent parties and ensure all closing conditions are satisfied prior to closing.

• Review deal summary and legal documents to ensure the risk profile and deal structure are captured across all systems to allow for accurate financial and business reporting.

• Prepare closing settlement statement, review closing costs, coordinate with Operations to set up funding, and complete delivery package for post-closing servicing.

• Contribute to the build and development team to support loan origination and lifecycle management which includes large complex syndicated and bilateral loans covering but not limited to corporate, commercial, real estate, structured lending and trade.

• Assist with the creation 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 each of the originating and coverage business lines, credit risk, operations, legal, etc.

• Ensure that quality of data, controls and processes performed meet internal policies and regulatory requirements/expectations.

• Work with lines of business, transaction management, and loan operations to define and implement operational metrics and risk and control reviews to ensure all stakeholders have end to end transparency.

• Constantly improve processes, controls and efficiencies within the group and front to back across loan lifecycle

• Participate in projects to enhance performance and efficiency.

• Take part in loan remediation and loan system testing / migrations.

• Actively manage and maintain a deal closing pipeline of loan transactions.

• Coordinate and close loan transactions/lifecycle events, capture data, store documentation, troubleshoot issues/roadblocks, perform quality control

• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with 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.

Qualifications:

• 2+ years of relevant experience

• A minimum of 2-3 years’ experience in real estate industry/loan administration or equivalent role is preferred.  Previous closing experience with affordable multifamily deals preferred.

• Individual must have excellent communication, organizational and interpersonal skills.

• Individual must work well under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow up. 

• Candidate has quantitative skills with a high proficiency with Excel and other Microsoft based programs; Quick learner and ability to work with minimal direct supervision.

• Candidate must be detailed and quality assurance oriented; capable of working multiple initiatives simultaneously; and work collaboratively across teams within the Bank.

• Energetic individual who shows initiatives, is a team player, and has a positive attitude to change.   

• Ease with learning new systems/applications required. 

• Highly-effective influencing skills; the ability to be coordinate internal meetings with several parties (Underwriting, Legal, Compliance, Risk, etc.) to gather information and meet conditions.

• Tableau or visualization tool familiarity

• Experience with Loan IQ, transaction capture tools, etc.

• Developed analytical and problem-solving abilities

• Client relationship and solution skills

• Familiarity with Freddie Mac and Fannie Mae Systems

• Knowledge of commercial real estate legal documentation is a plus.

Additional non-core qualifications which will be considered are:

• Experience within a large global team supporting wholesale lending at large financial Institution

• Knowledge of wholesale loan (syndicated / bilateral) product and business, including an understanding of legal loan documentation, loan / funding mechanics, deal structure, funds flows, etc.

• Experience working with clients under time constraints to facilitate a transaction or process.

• Proven ability to collaborate with team members, Senior management and other business constituents

• Critical decision-making capabilities including the ability to identify, escalate, and propose solutions to problems

• Ability to multi-task through the practice of strong organizational and time management skills with experience in continuously following-up with various stakeholders

• Understanding and awareness of appropriate corporate and regulatory policies in relation to Lending

• Deep understanding of operational processes supporting Wholesale lending

• Focus on achieving/exceeding key operating standards within a KPI/metrics driven culture

• Ability to work in an environment where priorities are frequently changing

Education:

• Bachelors/University degree or equivalent experience

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Job Family Group:

Operations - Transaction Services

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Job Family:

Transaction Capture Services

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Time Type:

Full time

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Primary Location:

Tampa Florida United States

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Primary Location Full Time Salary Range:

$79,120.00 - $118,680.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Sep 22, 2025

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