Transaction Manager, Account Specialist

Citigroup

Los Angeles, California, United States
Base: $74,390.00 - $103,810.00; bonus/equity: not ...
Hybrid
Monthly advance servicing
Project funding workflow management
Quality control oversight
The Transaction Manager, Account Specialist will support multiple aspects of the lending lifecycle, including monthly advance servicing, project funding, workflow management, and quality control

Job Summary

  • The Transaction Manager, Account Specialist will support multiple aspects of the lending lifecycle, including monthly advance servicing, project funding, workflow management, and quality control.
  • Citi Community Capital finances affordable housing developers, supporting both straightforward and highly structured transactions for various entities.
  • The role involves managing and servicing an active portfolio of multifamily rental construction transactions, coordinating internally and externally, and ensuring compliance with policies and regulations.

Matching Summary

The Transaction Manager, Account Specialist will support multiple aspects of the lending lifecycle, including monthly advance servicing, project funding, workflow management, and quality control.

Salary

Base: $74,390.00 - $103,810.00; Bonus/Equity: Not specified; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off

Skills & Requirements

Must-have

  • Monthly advance servicing
  • Project funding workflow management
  • Quality control oversight
  • Loan, bond, and letter of credit servicing
  • Client and agency coordination
  • Disbursement request review
  • Legal document review

Nice-to-have

  • Strong customer relationships
  • Energetic and initiative-driven
  • Quick learner
  • Team player
  • Adaptable to changing priorities

Key Requirements

  • 1-2 years servicing affordable multifamily loans
  • Commercial real estate legal documentation knowledge
  • Construction budget knowledge
  • Quantitative skills
  • High proficiency with Excel
  • Tableau or visualization tool familiarity
  • Experience with Loan IQ, Built, transaction capture tools

Work Rights

Not specified

Tailored Resume

Cover Letter