Sales Associate
Citi
10000+ employeesCiti is more than a global financial services company. It’s an engine for progress. Join us, and you’ll have the chance to get involved in progress in all its shapes and forms, right across the world. From the micro to the macro, from Australia to Zambia, the work we do has real positive impact. Wherever you are and whatever you do, progress starts here.
We’ve built a world famous, trusted brand over 200 years of continuously evolving financial services. And today, our influence continues to grow: with financial operations in 160 countries and 100 currencies. We have 200 million different clients, including some of the biggest names in the industries, sectors, businesses and governments that we serve every day. It all adds up to an exciting place to be for talented, ambitious people who want to build a truly remarkable career.
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.
Company Info
- Company - Public (C)
- New York, NY
- 1812
- CEO is Michael Corbat
- Finance
- $10+ billion (USD) per year
- www.citigroup.com
Job description
+ Primary Location: United States,California,San Francisco
+ Education: High School Diploma/GED
+ Job Function: Sales
+ Schedule: Full-time
+ Shift: Day Job
+ Employee Status: Regular
+ Travel Time: Yes, 10 % of the Time
+ Job ID: 17066360
Description
Home Lending Sales Assistant
Description:
Managers, and Operations partners. Must have sound communication, organization, and Microsoft Office skills. Customer facing communication includes call screening and routing, but will not include taking an application. Must be able to achieve a thorough understanding of the
loan origination process, regulatory requirements and CFI/LOIS/CitiWorks platform to performproduction tasks including but not limited to Federal disclosure requirements and RESPA Changed Circumstance evaluation and re-disclosure. Sales Assistant must be able to adapt to a changing work environment as responsibilities may be modified based on business need. Sales
Assistant processes are defined and prioritized with input by the Sales Managers to ensure alignment with
Business objectives and NPS focus.
Position Responsibilities
Answering, routing, or handling inbound sales leads efficiently and with a high level of client
satisfaction.
Production support functions that aid retail sales partners in fulfilling loan requirements
including but not limited to making outbound follow-up calls to clients, regulatory disclosure
support as deemed necessary by individual channels, miscellaneous credit report requirements,
and channel reporting needs.
Miscellaneous and/or immediate support needs as identified by management; includes urgent
regulatory pipeline scrubs, re-disclosures, fee reconciliations, etc.
The Mortgage team at Citi prides itself in making the dream of homeownership come true for a wide range of customers and partners across the country every day. As a member of Citigroup, we are focused on providing the highest quality mortgage products as part of an expansive portfolio of financial services that includes banking, insurance, asset management, credit cards, and much more. The Mortgage team offers products to help first-time homebuyers, as well as those interested in building a new home, refinancing, or tapping into the equity of an existing home.
Qualifications
+ High School Diploma or GED required
+ Associate's / Bachelor's degree preferred
+ General understanding of the mortgage business and/or call center environment is preferred, but not required.
+ Strong communication skills are required.
+ Basic Microsoft Office skills are required.
+ 2+ years of experience.
+ Requires clear and courteous communication skills with both internal and externalcustomers, including verbal and written.
Work location: San Francisco, CA
