Manage transactions from inception to completion, ensuring compliance and mitigating risk while delivering exceptional service for Citi Wealth clients nationwide.
Requirements
- 10 years of experience in escrow agent transactions or settlement funds.
- Deep understanding of escrow and paying agent transactions and contract negotiation.
- Solid understanding of escrow and paying agent end to end lifecycle management with solid product expertise.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Exceptional project management, analytical, and negotiating skills.
Responsibilities
- Structure, negotiate, and execute complex escrow and paying agent agreements, collaborating with internal legal counsel to minimize risk and ensure compliance.
- Oversee account openings, fundings, and closings, ensuring accuracy and resolving any deficiencies.
- Monitor account activity, manage "tickler" items, and oversee claim submissions, adhering to contractual and legal obligations.
- Partner with Escrow Business Development and Private Bankers to onboard clients, gather necessary documentation, and coordinate seamless deal closings.
- Engage with internal specialists (foreign exchange, equity) to provide comprehensive solutions tailored to client needs.
- Serve as a primary point of contact for client inquiries, providing timely and accurate resolutions.
- Participate in sales calls and client presentations to promote Escrow Agent services.
Other
- Strategic thinking and creative problem-solving abilities.
- Excellent interpersonal, client relationship management, and communication skills.
- Bachelor's degree required; JD, MBA, or other advanced degree is a plus.
- Ability to travel domestically as required.
- Commitment to ethical conduct and sound business practices.
