The Dedicated Lending SAFE Act is an entry level position responsible for contributing to the formulation and implementation of long and short-term strategic plans and objective is to increase market share/penetration and maximize opportunities for growth throughout the marketplace. The Dedicated Lending SAFE Act assists in providing product specialists with qualified referrals for cross-sell. Employees in this role also assist in closing deals across products and coordinate underwriting/credit practices.
Assist in all aspects of the loan application process including; collecting borrower information, consultig a borrower on mortgage options; quoting rates/terms from the system, and addressing follow-ups on the application/mortgage processing
Monitor application pipeline to ensure key dates (consent, lock, lock expiration, anticipated closing dates) are met
Coordinate and distribute marketing materials and follow-up on prospective customer leads as needed
Assist in taking and completing borrower applications as well as follow up on borrower requirements
Provide assistance to potential applicants pertaining to loan options and terms
Apply research and analyses skills to gather information and apply judgement based on practice and precedence
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.
1-3 years of relevant experience
Sales support experience preferred
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act
Consistently demonstrates clear and concise written and verbal communication
High School diploma or equivalent
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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