Mortgage Sales Assistant, Citi

Citi

Location:
United States, New York

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

The 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 Consumer Sales team. The overall objective of this role is to assist in providing a full range of support services to sales people and client segments.

Job Responsibility:

answer, route, or handle inbound sale leads efficiently and with a high level of client satisfaction
evaluate and select appropriate solution to complete a task such as follow-up calls to clients, regulatory disclosure support, and channel reporting needs
utilize experience and evaluative judgement to make decisions within defined options or standard protocols
assist sales partners in fulfilling sales requirements
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
sales support experience preferred
proficient computer skills with a focus on Microsoft Office applications
working knowledge of banking business and/or call center environment
register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, maintain and renew that registration on an annual basis, update registration information with the Registry on a timely basis, provide that unique identifier to consumers as required by applicable SAFE Act

What we offer:

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

Additional Information:

Job Posted:
October 29, 2025

Expiration:
November 04, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Mortgage Sales Assistant

Citi

Location:United States, New York

Category:Banking

Contract Type:Employment contract