Residential Mortgage Consultant

1 week ago


Studio City, California, United States Citigroup Inc Full time

Position Overview:

The role of the Mortgage Solutions Advisor is an evolving professional position that focuses on identifying policies and applying specialized knowledge to monitor and evaluate processes and data. This position integrates established disciplinary knowledge within its specialty area while maintaining a fundamental understanding of related industry practices. A solid grasp of team interactions is essential for achieving the objectives of the area.

Company Background:

Citigroup Inc., a premier global financial services organization, serves approximately 200 million customer accounts across more than 160 countries and jurisdictions. The company offers a comprehensive range of financial products and services, including consumer banking, corporate and investment banking, securities brokerage, and wealth management.

Role Responsibilities:

  • Engage with clients to discuss their financial circumstances, personal objectives, and lending requirements to assist them in achieving their home ownership aspirations.
  • Gather and assess information regarding the client's financial status, goals, risk tolerance, future plans, income, assets, liabilities, cash flow, and credit history.
  • Evaluate financial data to make initial determinations on the client's eligibility for specific lending solutions.
  • Provide tailored recommendations to clients regarding the lending options that best align with their financial and personal goals.
  • Inform clients about the implications, risks, and advantages of various lending alternatives.
  • Promote Citigroup's brand and its financial services to real estate agencies, builders, and other referral sources.
  • Conduct client meetings outside of the office, adapting to client needs and market conditions.
  • Collaborate with internal partners to enhance customer support and growth.
  • Direct clients seeking services beyond lending to the appropriate Citigroup professionals.
  • Coordinate with Operations teams to ensure smooth transitions of loan applications and necessary documentation.
  • Work closely with Processors and Closers to facilitate timely loan closings.
  • Develop relationships with key referral sources, such as realtors and builders, to drive mortgage business.
  • Keep updated on local market trends and regulatory changes to better serve clients and industry professionals.
  • Assess risks in business decisions, prioritizing the firm's reputation and compliance with applicable laws and regulations.

Qualifications:

  • 2-5 years of relevant experience.
  • A minimum of 3 years of prior mortgage sales experience is required.
  • Experience in residential mortgage is essential.
  • A proven track record of product sales capability.
  • FHA/VA and conventional loan experience is preferred.
  • Ability to understand and explain financial calculations and pricing options.
  • Strong communication skills to guide clients on required documentation for loan applications.
  • Knowledge of consumer lending laws and regulations, including fair lending and privacy standards.
  • Demonstrated customer service excellence.
  • Strong relationship development and management skills.
  • Comprehensive understanding of general lending products and the mortgage industry.

Education:

Bachelor's degree or equivalent experience is required.

Job Family Group: Consumer Sales

Job Family: Consumer Product Sales

Time Type: Full time

Compensation: Competitive salary and benefits package available.

Citi is an equal opportunity and affirmative action employer, welcoming applicants from diverse backgrounds.



  • Studio City, California, United States Citigroup Inc Full time

    Position Overview:The role of the Mortgage Solutions Advisor is a developing professional position within the financial services sector. This position is responsible for identifying policies and applying specialized knowledge to monitor and evaluate processes and data. The advisor integrates established knowledge within their specialty area while maintaining...


  • Studio City, California, United States Citigroup Inc Full time

    Position Overview:The role of the Mortgage Lending Officer is designed for a developing professional who applies specialized knowledge in evaluating and overseeing processes and data. This position integrates established knowledge within the mortgage sector while maintaining a fundamental understanding of related industry practices.Company...


  • Studio City, California, United States Citigroup Inc Full time

    About the RoleThe Home Lending Officer role at Citigroup Inc. is a dynamic position that requires a professional with a strong understanding of mortgage sales and customer service. As a key member of our team, you will be responsible for originating high-quality residential real estate loans for clients, driving mortgage sales, and building strong...


  • Temple City, California, United States East West Bank Full time

    About the RoleAs a Relationship Banker at East West Bank, you will play a key role in delivering a high-quality, high-touch, and high-tech relationship banking experience across all customer touchpoints.Key ResponsibilitiesClient Relationship Management: Manage, retain, and acquire long-lasting win-win relationships with our customers.Financial Needs...


  • Yuba City, California, United States Edward Jones Full time

    Position OverviewIf you are contemplating a significant career shift, consider the rewarding path of a wealth management consultant. Wealth management consultants collaborate with clients to help them realize their long-term financial aspirations: retirement planning, wealth accumulation, estate management, educational funding, and more. As a wealth...


  • Culver City, California, United States ProSolar Systems Caribbean Full time

    Job Overview Position Title: Renewable Energy Sales Consultant Are you a motivated individual with a passion for sustainability? Do you aspire to build a rewarding career with limitless earning potential while contributing to a cleaner environment? At ProSolar Systems Caribbean, we offer an exceptional opportunity for financial growth as you assist...

  • Project Architect

    6 days ago


    Culver City, California, United States Archinect Full time

    About the RoleBerliner Architects is seeking a highly skilled Project Architect to lead our community-based design initiatives. As a key member of our team, you will be responsible for developing and implementing innovative design solutions that meet the needs of our clients and the community.Key ResponsibilitiesLead project teams from kickoff through...


  • Culver City, California, United States Thomas James Homes Full time

    About UsThomas James Homes is a leading residential construction company in the real estate industry. We are a professional and agile organization, committed to delivering exceptional results and building long-term relationships with our clients.Our MissionWe are passionate about creating sanctuaries that radiate with positive energy, providing a sense of...


  • Culver City, California, United States ProSolar Systems Caribbean Full time

    Solar Sales Professional Job DescriptionJob Summary:We are seeking a highly motivated and self-driven Solar Sales Professional to join our team at ProSolar Systems Caribbean. As a key member of our sales team, you will be responsible for generating sales and promoting our solar energy solutions to homeowners and businesses in the Caribbean region.Key...


  • Culver City, California, United States Goldrich & Kest Inc. Full time

    Company Overview:Goldrich Kest Inc. is a prominent real estate development and management firm, acknowledged for its significant contributions to the industry. The company is dedicated to enhancing its portfolio of strategically located properties across various sectors, including residential, industrial, retail, and healthcare, through both acquisition and...


  • Bossier City, United States CHERRY MORTGAGE LLC Full time

    Job DescriptionJob DescriptionOur company is looking for a licensed Mortgage Loan Originator with experience in relationship management to assist clients and provide excellent support throughout the home-buying process. Our ideal Mortgage Loan Originator keeps up with mortgage loan trends and developments and is well-connected to other financial...


  • Sioux City, Iowa, United States The Judge Group Full time

    About The Judge GroupThe Judge Group is a leading provider of professional staffing and consulting services. We are committed to creating a diverse and inclusive work environment where our colleagues can thrive and grow.Job SummaryWe are seeking a highly skilled Residential Mortgage Loan Originator to join our team. As a Residential Mortgage Loan Originator,...


  • Iowa City, Iowa, United States Ross Mortgage Full time

    Ross Mortgage is looking for a skilled mortgage loan officer who possesses exceptional marketing, communication, and analytical abilities to join our dynamic team. In this role, you will assist clients in navigating the mortgage process to secure the best financing options for their home purchases. Our organization is dedicated to providing the necessary...

  • Branch Sales Leader

    2 weeks ago


    Phenix City, Alabama, United States Primary Residential Mortgage Full time

    Position SummaryThe primary objective of this role is to manage branch sales performance and production, while enhancing the market presence of Primary Residential Mortgage by recognizing, cultivating, negotiating, and concluding business partnerships.Conduct thorough market research to uncover new business avenues and opportunitiesMake strategic financial...


  • Sioux City, Iowa, United States The Judge Group Full time

    About the RoleThe Judge Group is seeking a highly skilled Residential Mortgage Loan Originator to join our team. As a key member of our mortgage banking team, you will be responsible for originating and processing residential loan applications, developing client relationships, and expanding our customer base.Key ResponsibilitiesOriginate and process...


  • Bridge City, Texas, United States FBC Mortgage LLC Full time

    Job DescriptionFBC Mortgage, LLC is seeking a seasoned Mortgage Loan Originator to join our team in Bridge City, TX. As a Mortgage Loan Originator, you will be responsible for identifying, developing, and maintaining a quality network of business relationships to generate new mortgage lending opportunities.Key Responsibilities:Proactively identify and...

  • Bridge City, TX

    3 months ago


    Bridge City, United States FBC Mortgage LLC Full time

    Job DescriptionJob DescriptionFBC is hiring seasoned Mortgage Loan Originators in our Bridge City, TX branch! Job Requirements:Successful Mortgage Loan Originators will proactively identify, develop and maintain a quality network of business relationships that will serve as a source of referrals for new mortgage lending opportunities. The external...


  • Oklahoma City, United States Mutual of Omaha Mortgage Full time

    Job DescriptionJob DescriptionReverse Mortgage Development ProgramMutual of Omaha Mortgage is looking for sales professionals with a successful background in networking and marketing to join forces with the winning team that can amplify your strengths and empower your career by participating in our Home Equity Retirement Originator (HERO) Development Program...


  • Traverse City, Michigan, United States Fifth Third Full time

    Transforming Lending with ExcellenceMortgage Loan OriginatorFifth Third Bank is seeking a skilled Mortgage Loan Originator to join their team. As a Mortgage Loan Originator, you will be responsible for originating residential 1st mortgage loans through outside referrals. From application to closing, you will ensure a seamless process for each customer and...


  • Traverse City, Michigan, United States Fifth Third Full time

    Transforming the Mortgage ExperienceMortgage Loan OriginatorFifth Third Bank is seeking a skilled Mortgage Loan Originator to join their team. As a Mortgage Loan Originator, you will be responsible for originating residential 1st mortgage loans through outside referrals. From application to closing, you will ensure a seamless process for each customer and...


  • Carson City, United States Greater Nevada Credit Union Full time

    Overview: Greater Nevada Mortgage is currently a top mortgage lender in the Northern Nevada market. Loans with Greater Nevada Mortgage are processed, underwritten, and funded locally in Northern Nevada. Moreover, we are the only mortgage company in Northern Nevada that actually services home loans locally as well. With pride, we strive to make a difference...


  • Kansas City, Missouri, United States First Federal Bank Full time

    Location: Corporate Office - Kansas City, MO About Us: First Federal Bank is dedicated to empowering individuals to create a brighter financial future. For nearly a century, our team has been committed to promoting home ownership and financial prosperity for everyone. By joining the First Federal family, you will become part of a diverse and dynamic team...


  • Rapid City, United States Black Hills Federal Credit Union Full time

    Processing of Residential Mortgage loans and the preparation of mortgage loan closing documents. Assist in the on-going quality control efforts of the mortgage department. Essential Duties/ Responsibilities Primary support and contact for all assigne Loan Processor, Mortgage, Processor, Processing, Banking


  • Garden City, United States Landmark Bancorp Full time

    The Mortgage Loan Officer (MLO) proactively solicits new residential mortgage business and sells Landmark National Bank mortgage products to meet established loan quality and production goals. WHO YOU ARE High school diploma or equivalent. Previous m Mortgage, Banking, Customer Service, Insurance

  • Mortgage Loan Officer

    2 weeks ago


    Garden City, United States Landmark Bancorp Full time

    The Mortgage Loan Officer (MLO) proactively solicits new residential mortgage business and sells Landmark National Bank mortgage products to meet established loan quality and production goals. WHO YOU ARE High school diploma or equivalent. Previous m Loan Officer, Mortgage, Officer, Customer Service, Banking


  • Garden City, New York, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a skilled Mortgage Loan Officer to join our team. As a Mortgage Loan Officer, you will be responsible for recommending loan solutions to clients, managing customer relationships, and collaborating with internal and external stakeholders to complete mortgage transactions.Key ResponsibilitiesLoan Solutions -...


  • Kansas City, United States MORTGAGES BY EXPERTS 1 LLC Full time

    Job DescriptionJob DescriptionDescription:Mortgage Loan OriginatorJob DescriptionDepartment/Branch: SalesReports to: JV Manager/PartnerFLSA Status: Non-ExemptWork Schedule: Full-timeLocations: In-Office or RemotePOSITION SUMMARY DESCRIPTIONMortgage Loan Originators (MLO) are the sales arm of the business, with sole responsibility to sell and service...


  • Rapid City, United States Black Hills Federal Credit Union Full time

    Processing of Residential Mortgage loans and the preparation of mortgage loan post-closing documents. Reviewing closing documents for completeness and obtaining necessary at closing underwriting conditions. Assist in the on-going quality control effo Mortgage, Closer, Processing, Banking, Real Estate


  • Oklahoma City, Oklahoma, United States Mpahomeloans Full time

    Company Overview: Mpahomeloans is a forward-thinking and expanding mortgage brokerage dedicated to providing exceptional service in the home financing sector. We are currently looking for a driven and entrepreneurial Mortgage Loan Originator to become a vital part of our team.Position Summary: As a Mortgage Loan Originator, you will have the unique...


  • Iowa City, Iowa, United States Truist Full time

    ROLE OVERVIEW We are excited to present an opportunity at Truist Financial Corporation for a committed individual to fulfill the position of Mortgage Loan Officer.KEY RESPONSIBILITIES Develop and implement effective mortgage marketing strategies to meet production targets. Maintain an in-depth understanding of Truist's Mortgage Strategies, Policies, and...