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Transaction Manager - C10 - TAMPA

Job Req ID 25863508 Location(s) Tampa, Florida Job Type Hybrid Job Category Transaction Services
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Account Specialist in Transaction Management will be responsible for supporting multiple aspects of the lending lifecycle including but not limited to monthly advance servicing, project funding, workflow management, and quality control. The team member will be accountable and responsible for operational oversight of servicing transactions of the business division being supported to ensure all internal and external requirements are met.


Citi Community Capital (CCC) provides a suite of financial products to help affordable housing developers construct, rehabilitate, refinance, and acquire affordable multifamily housing across the country. Committed to the communities we serve, CCC finances both straightforward and highly structured transactions for non-profit and for-profit affordable housing developers, Community Development Financial Institutions, and state and local government agencies.


Job Responsibilities:

  • Manage and service an active portfolio of multifamily rental construction transactions (e.g., loans, bonds, and letters of credit).
  • Strong understanding of deal structure, economic terms of transactions, and manage high-volume workflow.
  • Work closely with clients, governmental agencies, fiscal agents, and other external parties on monthly deal disbursement and approval process.
  • Coordinate various actions internally with Asset Managers, Construction Management, Risk, and Operations.
  • Review disbursement requests, inspection reports, title updates and managing flow of funds mechanics to meet specific funding deadline.
  • Review deal summaries, legal documents, and construction budget to ensure the risk profile and deal structure are accurate and consistent across all systems and tracking tools.
  • Monitor ongoing updates to the portfolio, including participating in extensions, modifications, and other deal events.
  • Handle data requests from internal teams as well as from regulators, clients, and other third parties.
  • 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.
  • Ensure that quality of data, controls and processes performed meet internal policies and regulatory requirements/expectations.
  • Participate in projects to enhance performance and efficiency.
  • Work with lines of business, transaction management, underwriting and loan operations to define and implement operational metrics and risk and control reviews to ensure all stakeholders have end to end transparency.
  • 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 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:

  • 1-2 years of previous experience servicing affordable multifamily loans, knowledge of commercial real estate legal documentation and construction budget are a plus.
  • Energetic individual who shows initiatives, a team player, a quick learner with ability to work with minimal direct supervision and has a positive attitude when faced with changes.
  • Ease with learning new systems/applications required has quantitative skills with a high proficiency with Excel and other Microsoft based programs.
  • 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 follow-up.
  • Understanding and awareness of appropriate corporate and regulatory policies in relation to Lending
  • Deep understanding of operational processes supporting Wholesale lending
  • 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.
  • 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
  • Ability to work in an environment where priorities are frequently changing

Education:

  • Bachelor's/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:

$58,656.00 - $72,350.00


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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Anticipated Posting Close Date:

Jun 03, 2025

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.

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