Transaction Management Specialist
4 weeks ago
Overview of Citi:
Citi is a world-leading global bank with a presence in over 160 countries and jurisdictions worldwide. We provide a broad range of financial products and services to consumers, corporations, governments, and institutions.
Citi Belfast is one of the largest employers in Northern Ireland with a diverse team of over 3000 people from 40 different nationalities. We are the only global investment bank operating in Northern Ireland, interacting with global teams to develop and support next-generation technology solutions.
Role Overview:
The Transaction Management Specialist will support multiple aspects of the lending lifecycle, including loan closing and servicing coordination, client onboarding, data management, and quality control. The team will be accountable for operational oversight of loan transactions to ensure internal and external requirements are met.
Responsibilities:
- Track audits based on seller audit policy.
- Maintain seller audit tracker files with audit status and due dates.
- Establish audit scope based on standard audit scopes and obtain Sponsoring Officer approval.
- Obtain engagement estimates and determine auditor availability.
- Coordinate audit timing and engage auditors.
- Track audit progress and review audit reports.
- Create audit cover sheets to track audit points.
- Share reports and findings with the transaction team.
- Document follow-up actions on the audit cover sheet.
Qualifications:
- Relevant professional experience.
- Excellent communication, organizational, and interpersonal skills.
- Ability to work under tight deadlines and manage priorities.
- Knowledge of Excel and other Microsoft-based programs.
- Tableau or visualization tool familiarity.
- Attention to detail and analytical skills.
Additional Qualifications:
- Experience in wholesale lending at a large financial institution.
- Knowledge of wholesale loan products and business.
- Ability to work with clients under time constraints.
- Collaboration and problem-solving skills.
What We Offer:
We provide a positive financial and social impact on the communities we serve. We offer a range of benefits to support our employees' well-being, including award-winning pension, on-site health services, and private medical insurance packages.
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