Client Services Consultant

Citi

Correspondent Client Services Consultant supporting Account Executive for client management and assistance. Coordinates tasks and escalations for correspondent lending in specified regions.

Posted 6/13/2026full-timeRemote • Montana • 🇺🇸 United StatesJuniorMid-Level💰 $71,220 - $99,380 per yearWebsite

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Supports the Correspondent Account Executive covering Southern California, Arizona and Nevada.
Coordinates with Account Executive on completion of specific tasks.
Works with CPE analyst to identify and address client quality trends.
Serves as point of contact for all client escalations.
Provides feedback to CPE and client support regarding lender pipelines.

Requirements

What you’ll need

2-5 years correspondent lending originations experience (specifically sales support and operations experience)
Superior oral and written communication skills
Proven ability to build and strengthen relationships with internal partners and external clients.
Proficient in MS Word, Excel and PowerPoint.
Experience with Salesforce.com desired.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

correspondent lendingsales supportoperations experience

Soft Skills

oral communicationwritten communicationrelationship building