Transaction Management Specialist

4 semanas atrás

São Paulo, São Paulo, Brasil Citi Tempo inteiro
Job Summary

Citi is seeking a highly skilled Transaction Management Analyst to support the lending lifecycle, including loan closing and servicing coordination, client onboarding, data management, and quality control. The successful candidate will be responsible for operational oversight of loan transactions to ensure internal and external requirements are met.

Key Responsibilities
  • Contribute to the development of processes, standards, procedures, controls, training, and implementation of transaction management.
  • Assist in the design and implementation of technology, including testing and rollout.
  • Provide training and support to transaction management staff and business constituents.
  • Partner with originating and coverage business lines, credit risk, operations, legal, and other stakeholders.
  • Ensure quality of data, controls, and processes meet internal policies and regulatory requirements.
  • Work with lines of business, transaction management, and loan operations to define and implement operational metrics and risk and control reviews.
  • Improve processes, controls, and efficiencies within the group and front to back across the loan lifecycle.
  • Participate in projects to enhance performance and efficiency.
  • Manage and maintain a deal closing pipeline of loan transactions.
  • Coordinate and close loan transactions/lifecycle events, capture data, store documentation, troubleshoot issues/roadblocks, and perform quality control.
Requirements
  • Minimum 1-2 years of experience in a related field.
  • Excellent communication, organizational, and interpersonal skills.
  • Ability to work well under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow-up.
  • Tableau tool familiarity is a plus.
  • Keen attention to detail and developed analytical and problem-solving abilities.
  • Client relationship and solution skills.
Preferred Qualifications
  • Experience within a large global team supporting wholesale lending at a 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

Bachelor's/University degree or equivalent experience.

Advanced/fluent English.

  • Transaction Management Specialist

    4 semanas atrás

    São Paulo, São Paulo, Brasil Citi Tempo inteiro

    Job SummaryCiti is seeking a highly skilled Transaction Management Analyst to support the lending lifecycle, including loan closing and servicing coordination, client onboarding, data management, and quality control. The successful candidate will be responsible for operational oversight of loan transactions to ensure internal and external requirements are...

  • Transaction Management Specialist

    3 semanas atrás

    São Paulo, São Paulo, Brasil Citi Tempo inteiro

    At Citi, we are seeking a skilled Transaction Management Analyst to support the lending lifecycle, including loan closing and servicing coordination, complex client onboarding, data management, and quality control. The successful candidate will be responsible for operational oversight of the closing and servicing of all loan transactions to ensure internal...

  • Transaction Management Specialist

    3 semanas atrás

    São Paulo, São Paulo, Brasil Citi Tempo inteiro

    Job SummaryCiti is seeking a highly skilled Transaction Management Analyst to support the lending lifecycle, including loan closing and servicing coordination, complex client onboarding, data management, and quality control.Key ResponsibilitiesContribute to the build and development team to support loan origination and lifecycle management.Assist with the...

  • Transaction Management Specialist

    4 semanas atrás

    São Paulo, São Paulo, Brasil Citi Tempo inteiro

    Job DescriptionCiti is seeking a highly skilled Transaction Management Analyst to support the lending lifecycle, including loan closing and servicing coordination, client onboarding, data management, and quality control.ResponsibilitiesContribute to the development of processes, standards, procedures, controls, training, and implementation of transaction...

  • Transaction Operations Specialist

    2 semanas atrás

    São Paulo, São Paulo, Brasil Pay Retailers Tempo inteiro

    We are looking for a skilled Transaction Monitoring Officer to join our compliance team at PayRetailers. This dynamic role involves analyzing information, making decisions based on limited data, and handling multiple tasks simultaneously. If you have experience in the Fintech sector and are familiar with FATF recommendations, this could be the perfect...

  • Cash Management Specialist

    3 semanas atrás

    São Paulo, São Paulo, Brasil Citi Tempo inteiro

    The Cash Management Specialist role at Citi is an intermediate-level position responsible for ensuring accurate and timely transaction processing in coordination with the Transaction Services team. The primary objective is to evaluate moderately complex cash management issues with substantial potential impact and recommend an approach.**Key...

  • Transaction Manager

    3 semanas atrás

    São Paulo, São Paulo, Brasil Apex Group Tempo inteiro

    About the RoleThe Apex Group is seeking a highly motivated individual to join its Corporate Solutions – Capital Markets team as a Transaction Manager. This dynamic role will form part of a cross-jurisdictional team that delivers exceptional client experiences through professional, knowledgeable, and responsive interactions.Key ResponsibilitiesReview and...

  • Transaction Manager

    Há 1 mês

    São Paulo, São Paulo, Brasil Apex Group Tempo inteiro

    About the RoleWe are seeking a highly motivated and experienced Transaction Manager to join our Corporate Solutions – Capital Markets team at Apex Group. As a key member of our dynamic cross-jurisdictional team, you will be responsible for delivering a first-class client experience through professional, knowledgeable, and responsive interactions with...

  • Transaction Manager

    4 semanas atrás

    São Paulo, São Paulo, Brasil Apex Group Tempo inteiro

    About the RoleWe are seeking a highly motivated and experienced Transaction Manager to join our Corporate Solutions - Capital Markets team at Apex Group. As a key member of our dynamic cross-jurisdictional team, you will be responsible for delivering exceptional client experiences through professional, knowledgeable, and responsive interactions with clients...

  • Education Production Specialist

    Há 5 dias

    São Paulo, São Paulo, Brasil Catho Online Ltda. - BR - Specialist Tempo inteiro

    Catho Online Ltda. - BR - SpecialistJob DescriptionDocusign brings agreements to life for over 1.5 million customers and more than a billion people in over 180 countries, simplifying their lives and accelerating business processes. With intelligent agreement management, Docusign unlocks business-critical data trapped inside documents, bridging the gap...

  • Risk Management Specialist

    2 semanas atrás

    São Paulo, São Paulo, Brasil Crossell Tempo inteiro

    About the RoleAt Crossell, we are seeking a skilled Credit Risk Analyst to join our deal team for credit and surety underwriting. As a key member of our team, you will be responsible for:Conducting obligor and transaction credit risk assessments and ratings for commercial surety and contract surety products.Preparing submissions of credit rating rationale...

  • Category Management Specialist

    3 semanas atrás

    São Paulo, São Paulo, Brasil Red Bull Gruppe Tempo inteiro

    About the RoleWe're committed to fostering an inclusive environment where everyone can thrive, regardless of their background or identity. As a Category Specialist at Red Bull Brazil, you'll play a key role in driving our category management programs forward.Key ResponsibilitiesStrategic Execution: Collaborate with the category manager to develop and execute...

  • Warehouse Management Specialist

    1 semana atrás

    São Paulo, São Paulo, Brasil AM53 Tempo inteiro

    Warehouse Management System - Blue YonderPosition Overview: At AM53, we are seeking a skilled Warehouse Management Specialist to join our team. The successful candidate will be responsible for providing application support for Blue Yonder Warehouse Management, resolving complex issues, and implementing enhancements to the Blue Yonder WMS module.Key...

  • Risk Management Specialist

    3 semanas atrás

    São Paulo, São Paulo, Brasil Pentasia Tempo inteiro

    Job SummaryWe are seeking an experienced Risk Management Specialist to join our team in Sao Paulo. As a Risk Management Specialist, you will be responsible for assessing and managing risks associated with different types of betting activities.Key ResponsibilitiesInvestigate and manage incidents related to suspected fraudulent activitiesConduct thorough risk...

  • Quality Management Specialist

    3 semanas atrás

    São José dos Campos, São Paulo, Brasil Kenvue Tempo inteiro

    Quality Management SpecialistKenvue is seeking a Quality Management Specialist to join our team in Brazil. As a Quality Management Specialist, you will be responsible for managing quality master data at SAP systems and creating/updating inspection quality plans on LIMS systems.Key Responsibilities:Manage quality master data at SAP systemsCreate/update...

  • Portfolio Management Specialist

    2 semanas atrás

    São Paulo, São Paulo, Brasil Oracle Tempo inteiro

    We are seeking a skilled Portfolio Management Specialist to drive the sales prospecting process for ERP Cloud solutions.Key responsibilities include:Understanding client needs and business processes to suggest ERP Cloud solutions.Creating and implementing effective sales strategies to promote our ERP Cloud offerings.Building and maintaining strong...

  • Category Management Specialist

    4 semanas atrás

    São Paulo, São Paulo, Brasil Red Bull Gruppe Tempo inteiro

    Join Our Team at Red Bull GruppeWe believe in the potential of everyone to give wings to people and ideas, regardless of gender expression, race, religion, affective-sexual orientation, origin, age, and disability.In the world of Red Bull, everyone is welcome.Category Specialist RoleAs a Category Specialist, you will work closely with the Category Manager to...

  • Risk Management Specialist

    4 semanas atrás

    São Paulo, São Paulo, Brasil Rabobank Gruppe Tempo inteiro

    Job Title: Credit Analysis and Approval SpecialistRabobank Gruppe is seeking a highly skilled Credit Analysis and Approval Specialist to join our team. As a key member of our Risk Management department, you will play a critical role in ensuring the quality and integrity of our credit portfolio.Key Responsibilities:Identify and Assess Risks: Conduct thorough...

  • LATAM Sales Mediation Specialist

    Há 7 dias

    São Paulo, São Paulo, Brasil Catho Online Ltda. - BR - Specialist Tempo inteiro

    Role Description & ResponsibilitiesAs a LATAM Sales Mediation Specialist at Catho Online Ltda. - BR - Specialist, you will establish and maintain relationships with companies that are infringing or non-compliant. Collaborating closely with partner and License Compliance teams, your goal is to reach mutual agreements through commercial settlements, resolving...

  • Marketing Specialist

    Há 7 dias

    São Paulo, São Paulo, Brasil Lully Assessoria Tempo inteiro

    Job Description:We are seeking a talented Marketing Specialist - Brand Management to join our team. The successful candidate will be responsible for developing and executing marketing strategies to drive brand awareness and growth.