Citi · 2 weeks ago
Escrow Product Specialist-3
San Francisco, CA
Contract
Onsite
Senior Level, Lead/Staff
$192K/yr - $288K/yr
10+ years expCiti is a global bank that serves clients worldwide, and they are seeking an Escrow Product Specialist to manage transactions in a fast-paced escrow environment. The role involves ensuring compliance, mitigating risk, and delivering exceptional service while collaborating with various stakeholders to facilitate seamless deal closings.
BankingFinanceFinancial Services
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
Qualification
Required
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
Benefits
Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
Company
Citi
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
10001+ employees
H1B Sponsorship
Citi has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1386)
2024 (849)
2023 (1375)
2022 (1117)
2021 (876)
2020 (901)
Funding
Current Stage
Late StageLeadership Team
James Monahan
Managing Director / Global Head of Asset Servicing
Naveed Sultan
Managing Director, Chairman, Institutional Clients Group
Recent News
2026-01-20
2026-01-15
Company data provided by crunchbase