Transaction Manager Account Specialist Assistant Vice President

Location: Tampa, Florida

Work Arrangement: Hybrid

Employment Type: Full-time

Requisition ID: 26950804

About the Employer

Citi is a global financial services company with more than 230,000 dedicated people from around the globe. 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 served, 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.

Role Summary

The Account Specialist - AVP in Transaction Management will be responsible for supporting multiple aspects of the lending lifecycle including monthly advance servicing, project funding, workflow management, and quality control. The team member will be accountable for operational oversight of servicing transactions to ensure all internal and external requirements are met.

What You'll Do

Manage and service an active portfolio of multifamily rental construction transactions including loans, bonds, and letters of credit
Review and approve financial transactions and project maintenance tasks, providing troubleshooting support to team, clients, and internal parties
Work with clients, governmental agencies, fiscal agents, and external parties on monthly deal disbursement and approval processes
Review disbursement requests, inspection reports, title updates, and manage flow of funds mechanics to meet funding deadlines
Review deal summaries, legal documents, and construction budgets to ensure risk profile and deal structure accuracy across all systems
Monitor ongoing portfolio updates including extensions, modifications, and other deal events
Handle data requests from internal teams, regulators, clients, and third parties
Coordinate actions internally with Asset Managers, Construction Management, Risk, and Operations
Assist with creation of processes, standards, procedures, controls, training, and implementation of transaction management
Aid in design and implementation of technology including testing and rollout
Ensure quality of data, controls, and processes meet internal policies and regulatory requirements
Participate in projects to enhance performance and efficiency
Assess risk appropriately when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets through compliance with applicable laws, rules, and regulations

Required Qualifications

2-5 years of previous experience servicing affordable multifamily loans
Portfolio or account management experience
Knowledge of the lending lifecycle
Excellent communication, multitasking, and interpersonal skills
Strong ability to work well under tight deadlines and manage priorities with minimal management follow-up
High proficiency with Excel and other Microsoft-based programs
Ability to learn new systems and applications quickly
Quantitative skills and analytical abilities
Initiative, team player mentality, and ability to work with minimal direct supervision

Preferred Qualifications

Knowledge of commercial real estate legal documentation and construction budgets
Tableau or visualization tool familiarity
Experience with Loan IQ, Built, transaction capture tools, or similar systems
Process improvement experience
Bachelor's degree or equivalent experience

Compensation

$79,120–$118,680

Benefits

Medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off including vacation, sick leave, and paid holidays. Discretionary and formulaic incentive and retention awards may also be available for eligible employees.

How to Apply

Apply online through Citi's careers portal. The anticipated posting close date is April 7, 2026.

Equal Opportunity Statement

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.

Citi Community Capital jobs

Transaction Manager Account Specialist Assistant Vice President