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Loan Solutions Advisor
2 months ago
The Mortgage Representative under the SAFE Act engages in moderately complex tasks that significantly influence the business by maintaining high standards in service delivery. Operates with minimal supervision and may handle a wide range of products and services. Demonstrates a solid understanding of technical and professional principles while being well-versed in team goals.
Recognizes how individual responsibilities contribute to team objectives and how various units collaborate to fulfill the function's aims.
Upholds quality and service standards for oneself and colleagues. May propose innovative solutions to improve productivity while adhering to established guidelines. Requires sensitivity and diplomacy when discussing intricate or sensitive matters with diverse audiences. A foundational understanding of the organization, its operations, and policies is essential. Typically accountable for resolving basic to moderately complex issues based on established practices.Key Responsibilities:
1. Conduct inbound and outbound sales communications, advising clients on available loan options while exercising independent judgment to pre-qualify financial clients.
2. Build trust and rapport with clients to foster long-term relationships.
3. Clearly explain and educate clients on financial calculations, interest rates, and pricing structures.
4. Assess applicants' financial situations, credit history, and property details to identify suitable home loan solutions.
5. Identify opportunities for cross-selling and referrals.
6. Adhere strictly to scheduled call times.
7. Understand and manage underwriting, government regulations, and compliance requirements.
8. Utilize systems to enhance product knowledge, effectively register loans, and manage the pipeline.
9. Actively manage leads to achieve targeted conversion rates.
10. Collaborate with operations teams to ensure exceptional service throughout the loan process from application to closing.
11. Gather necessary documentation and maintain communication with clients throughout the process.
Make informed risk assessments in business decisions, prioritizing the firm's reputation and safeguarding Citigroup, its clients, and assets by ensuring compliance with applicable laws, regulations, and policies. Apply sound ethical judgment in personal conduct and business practices, while managing and reporting control issues transparently.
Qualifications:
1. 2-4 years of prior experience in sales or finance is preferred.
2. A sales-oriented individual with strong skills in professional communication, relationship building, follow-up, computer proficiency, and analytical problem-solving.
3. Must possess the ability to prioritize tasks, be detail-oriented, and results-driven.
4. This role requires registration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry prior to engaging in mortgage loan originator activities.
Education:
High School diploma or equivalent required.
Job Family Group:
Consumer Sales
Job Family:
Telesales
Time Type:
Full time
Compensation:
$60,000.00 per year. In addition to salary, Citigroup offers various discretionary and formulaic incentive and retention awards.
Employee Benefits:
Citi provides competitive benefits including medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Paid time off packages include vacation, sick leave, and holidays.
Citi is an equal opportunity and affirmative action employer, considering qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
