Escrow Sales Lead - Vice President

Overview

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

Key Responsibilities:

• Transaction Management: Structure, negotiate, and execute escrow and paying agent agreements, collaborating with internal legal counsel to minimize risk and ensure compliance.
• Client Collaboration: Work with Escrow Business Development and Private Bankers to assist with client onboarding, gather necessary documentation, and coordinate deal closings.
• Cross-Functional Partnership: Coordinate with internal specialists (foreign exchange, equity) to provide comprehensive solutions tailored to client needs.
• Operational Support: Support account opening, funding, and closing processes, ensuring accuracy and helping to resolve any deficiencies.
• Risk Management: Assist in monitoring account activity, managing "tickler" items, and supporting the claims submission process, adhering to contractual and legal obligations.
• Client Communication: Serve as a point of contact for client inquiries, providing timely and accurate resolutions.
• Sales Support: May participate in sales calls and client presentations to help promote Escrow Agent services.
• Compliance: Adhere to all legal and regulatory policies of Citi Wealth.

Qualifications:

• 2-5 years of experience in escrow, paying agent transactions, or a related financial services field.
• Familiarity with escrow and paying agent transactions.
• Understanding of the transaction lifecycle in financial services.
• Strong problem-solving and analytical skills.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Good project management and organizational skills.
• Strong interpersonal, client relationship management, and communication skills.
• Bachelor's degree required; JD is a plus.

------------------------------------------------------

Job Family Group:

Private Client Product Services

------------------------------------------------------

Job Family:

Custody Escrow Sales Services

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Primary Location:

Chicago Illinois United States

------------------------------------------------------

Primary Location Full Time Salary Range:

$138,720.00 - $208,080.00

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:

Jul 15, 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.