Home Lending Sales Specialist
4 weeks ago
Key Responsibilities:
As a Home Lending Sales Specialist at Citizens, you will be responsible for generating sales of home lending products, including mortgage, home equity loans, and lines of credit. You will engage in timely and responsive customer contact, executing needs-based selling techniques to meet production and customer satisfaction targets.
Primary Responsibilities:
- Determine the customer's financial objectives using needs-based sales processes.
- Review the customer's lending needs, structure an appropriate loan commitment, and provide a customized loan solution.
- Coordinate with customers or third parties for information and document gathering and scheduling issues.
- Follow customer loans through the loan life cycle, track and monitor leads, prepare projection reports, and maintain an active referral base.
- Effectively collaborate with loan processing, underwriting, compliance, and other internal lending departments to ensure timely and accurate processing.
- Maintain expertise in loan origination systems to ensure timely and accurate processing.
- Provide clear, concise, and focused communication to customers and internal partners throughout the process.
Requirements:
Bi-lingual Spanish proficiency is required for this role.
Work Schedule:
This position requires a 40-hour workweek, with a flexible schedule that includes one Saturday per month.
Equal Employment Opportunity:
Citizens is an equal employment opportunity employer and provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state, and/or local laws.
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