Transaction Manager Account Specialist Assistant Vice President

Workforcity

Tampa, Florida, United States
Base: $79,120.00 - $118,680.00; bonus/equity: disc...
Affordable multifamily loan servicing
Portfolio and account management
Lending lifecycle knowledge
Account Specialist - AVP in Transaction Management supports multiple aspects of the lending lifecycle including monthly advance servicing, project funding, workflow management, and quality control

Job Summary

  • Account Specialist - AVP in Transaction Management supports multiple aspects of the lending lifecycle including monthly advance servicing, project funding, workflow management, and quality control.
  • The role involves managing an active portfolio of multifamily rental construction transactions and coordinating with clients, governmental agencies, and internal teams to ensure compliance and operational efficiency.
  • Citi offers competitive employee benefits including medical, dental, vision coverage, 401(k), insurance, wellness programs, and paid time off packages.

Matching Summary

Account Specialist - AVP in Transaction Management supports multiple aspects of the lending lifecycle including monthly advance servicing, project funding, workflow management, and quality control.

Salary

Base: $79,120.00 - $118,680.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards; Benefits: Medical, dental, vision, 401(k), insurance, wellness programs, paid time off

Skills & Requirements

Must-have

  • Affordable multifamily loan servicing
  • Portfolio and account management
  • Lending lifecycle knowledge
  • High proficiency with Excel
  • Workflow and transaction management
  • Quality control and compliance
  • Client and stakeholder coordination

Nice-to-have

  • Strong communication skills
  • Team player with initiative
  • Experience with Loan IQ and Built
  • Process improvement experience
  • Tableau or visualization tool familiarity
  • Ability to work under tight deadlines
  • Analytical and problem-solving abilities

Key Requirements

  • 2-5 years servicing affordable multifamily loans
  • Knowledge of commercial real estate legal documentation
  • Experience with construction budgets
  • Portfolio/account management experience
  • Bachelor's degree or equivalent experience
  • Experience with Loan IQ and transaction capture tools

Work Rights

Not specified

Tailored Resume

Cover Letter