Citi

Mortgage Sales Support Representative, SAFE Act

Citi

full-time

Posted on:

Origin:  • 🇺🇸 United States • Illinois

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Salary

💰 $42,740 - $55,760 per year

Job Level

Junior

About the role

  • The Mortgage Sales Support Representative (SAFE Act) is an entry level position responsible for participating in a range of sales support activities including analysis of sales outcomes, opportunities and the creation of proposals in coordination with the Home Loan Officers and Consumer Sales team.\n
  • The overall objective of this role is to assist in providing a full range of support services to sales people and client segments.\n
  • Responsibilities: Answer, route, or handle inbound sale leads efficiently and with a high level of client satisfaction\n
  • Evaluate and select appropriate solution to complete a task such as follow-up calls to clients, regulatory disclosure support, and channel reporting needs\n
  • Utilize experience and evaluative judgement to make decisions within defined options or standard protocols\n
  • Assist sales partners in fulfilling sales requirements\n
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Requirements

  • 1 year of relevant experience, mortgage/financial services field preferred\n
  • 1 year of administrative experience recommended\n
  • 1 year of sales support experience preferred\n
  • Proficient computer skills with a focus on Microsoft Office applications\n
  • Working knowledge of banking business and/or call center environment