Mortgage Sales and Client Relationship Manager

3 weeks ago


Miami, Florida, United States Citigroup Inc Full time
Mortgage Sales and Client Relationship Manager

Citigroup Inc is seeking a highly skilled Mortgage Sales and Client Relationship Manager to join our team. As a key member of our mortgage sales team, you will be responsible for driving mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers.

Key Responsibilities:

  • Consult with customers about their financial situation, financial and personal objectives, and lending needs.
  • Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history.
  • Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution.
  • Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives.
  • Advise customers about the consequences, risks, and benefits of alternative lending solutions.
  • Promote Citi's brand and promote Citi as the provider for lending and other financial solutions.

Requirements:

  • 5-8 years of experience in residential mortgage sales and client relationship management.
  • Proven product sales capability and ability to comprehend and explain financial calculations and pricing alternatives.
  • Strong relationship development and management skills, with the ability to communicate effectively with customers and internal partners.
  • Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA.

About Citigroup Inc:

Citigroup Inc is a leading global financial services company with a presence in over 160 countries and jurisdictions. We provide a broad range of financial products and services to consumers, corporations, governments, and institutions.



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