Job Description

Drive success in a fast-paced Escrow environment, serving Citi Wealth clients nationwide. As an Escrow Specialist, you will manage transactions from inception to completion, ensuring compliance and mitigating risk while delivering exceptional service.

Key Responsibilities:

• Transaction Management: Structure, negotiate, and execute complex escrow and paying agent agreements, collaborating with internal legal counsel to minimize risk and ensure compliance.
• Client Collaboration: Partner with Escrow Business Development and Private Bankers to onboard clients, gather necessary documentation, and coordinate seamless deal closings.
• Cross-Functional Partnership: Engage with internal specialists (foreign exchange, equity) to provide comprehensive solutions tailored to client needs.
• Operational Oversight: Oversee account openings, fundings, and closings, ensuring accuracy and resolving any deficiencies.
• Risk Management: Monitor account activity, manage "tickler" items, and oversee claim submissions, adhering to contractual and legal obligations.
• Client Communication: Serve as a primary point of contact for client inquiries, providing timely and accurate resolutions.
• Sales Support: Participate in sales calls and client presentations to promote Escrow Agent services.
• Compliance: Adhere to all legal and regulatory policies of Citi Wealth

Qualifications:

• 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.
• Strategic thinking and creative problem-solving abilities.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Exceptional project management, analytical, and negotiating skills.
• 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.

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Job Family Group:

Private Client Product Services

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Job Family:

Custody Escrow Sales Services

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Time Type:

Full time

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Primary Location:

San Francisco California United States

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Primary Location Full Time Salary Range:

$192,000.00 - $288,000.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

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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.

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