Citi

Bilingual Mortgage Telesales Representative – SAFE Act

Citi

full-time

Posted on:

Location Type: Hybrid

Location: Irving • Texas • United States

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Salary

💰 $60,000 per year

About the role

  • Conducts inbound/outbound sales calls consulting customers on available loan products
  • Establish trust and build rapport with clients
  • Understand, articulate, and educate clients on financial calculations, rates, and pricing
  • Analyze applicant financial status, credit and property to identify home loan solutions
  • Articulate cross-sell/cross referral opportunities
  • Strict adherence to phone schedules
  • Understand and manage underwriting, government, and compliance guidelines
  • Utilize systems to maintain product knowledge, register loans effectively & manage pipeline
  • Actively manage leads to meet targeted conversion rates
  • Partner with operations teams to provide exceptional service throughout the loan process from application to close
  • Compile appropriate documentation and communicate with customer during the process

Requirements

  • 2-4 years previous sales or finance experience preferred
  • professional oral and written communication
  • interpersonal skills
  • relationship building
  • follow up
  • computer experience
  • analytical thinking and problem solving
  • High School diploma or equivalent required
Benefits
  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial calculationsloan productsunderwritingcompliance guidelinespipeline managementsales experiencecredit analysisproperty analysisconversion ratesdocumentation compilation
Soft Skills
oral communicationwritten communicationinterpersonal skillsrelationship buildinganalytical thinkingproblem solvingtrust buildingrapport buildingfollow upcustomer service