Escrow Product Specialist-3
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.
------------------------------------------------------
Job Family Group:
Private Client Product Services------------------------------------------------------
Job Family:
Custody Escrow Sales Services------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Primary Location:
San Francisco California United States------------------------------------------------------
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.
------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Anticipated Posting Close Date:
Jan 14, 2026------------------------------------------------------
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.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .
View Citi’s EEO Policy Statement and the Know Your Rights poster.Recommended Jobs
New Store - Produce Team Receiver - Full Time - Los Gatos, CA - Opening Spring 2026
Maintain a positive company image by providing courteous, friendly, and efficient customer service. Support the Team Leader, Associate Team Leader, Supervisor and Regional Team by maintaining region…
Hope Family Winery Brand Development Specialist, On-Premise/Off-Premise
Description Position at Regal Wine Company JOB POSTING Position Title: Hope Family Winery Brand Development Specialist, On-Premise/Off-Premise Department: Sales Reports to: Regal Wine…
Sr. Staff Software Engineer (C/C++ & Networking)
About Zscaler Zscaler is a pioneer and global leader in zero trust security. The world’s largest businesses, critical infrastructure organizations, and government agencies rely on Zscaler to secu…
Family Medicine Physician - TrueCare San Marcos West
TrueCare is a trusted healthcare provider serving San Diego and Riverside Counties, offering compassionate and comprehensive care to underserved communities. We are committed to making healthcare acc…
R&D Program Manager
Position Title and Location Caldera Medical’s Mission - To Improve the Quality of Life for Women! Message from the Hiring Manager: Caldera Medical's R&D pipeline continues to expand wit…
Leasing Agent
Leasing Agent (Independent Contractor) &##128205; Simi Valley, CA & Surrounding Cities &##127970; Real Property Management East San Gabriel Valley About Us Real Property Management Ventur…
Senior Software Engineer, Software Delivery
WHAT IS BOX? Box (NYSE:BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, …
Sales Closer (Onsite)
Sales Closer (Onsite) Wilshire Law Firm is a distinguished, award-winning legal practice with over 18 years of experience, specializing in Personal Injury, Employee Rights, and Consumer Class Acti…