This list contains only the countries for which job offers have been published in the selected language (e.g., in the French version, only job offers written in French are displayed, and in the English version, only those in English).
The Business Development Lead Officer is a strategic, seasoned professional who works remotely within the NY Metro region mortgage sales team to promote and drive Community Lending business. This individual is the in-market subject matter expert, expected to stay abreast of trends, and to develop outreach strategies. The position requires the ability to work in a sales capacity, proactively plan, and adhere to reporting and compliance standards. Strong communication and diplomacy skills as well as attention to detail are mandatory for success. The position requires the ability to guide, influence and convince others, including mortgage sales and colleagues in other bank areas as well as external housing counseling agencies and real estate professionals.
Job Responsibility:
Proactively build trusted and productive relationships within the bank assessment areas to promote and generate Community Lending mortgage business
Facilitate, promote, and administer financial education, seminars and outreach efforts
Guide and support mortgage sales on Community Lending programs and products
Provide technical training on lending programs/products to internal and external partners
Manage and cultivate relationships with external real estate professionals, project developers and marketing agents
Work closely with Citi leadership in support of new business development efforts
Plan, organize, research, and respond to business opportunities
Develop strategic plans for business development
Perform deep dive research of new business prospects to include company research, financial analysis, deal background/history, value proposition
Maintain business plan tracking and compliance adherence
Prepare reporting and meeting presentations
Perform prospect and pipeline tracking duties
Assist in coordination across other Citi business lines
Schedule and manage meetings, coordinate logistics for external meetings, and maintain calendar of activities
Develop specific business plans, including closed loan goals, for each product and program sponsored and managed
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:
6-10 years relevant experience
Previous banking experience preferred
Bi-lingual Spanish preferred
History of working with local NY Market market non-profit housing counseling agencies, diverse realtor organizations, and down payment assistance providers preferred
Demonstrated leadership skills, ability to build effective working relationships with bank partners, relationship management
Exceptional consulting and presentation skills
ability to probe and listen to help clarify inquiries
Attention to detail with the ability to enter and track activity on databases and excel
Experience with PowerPoint presentations
Bachelor’s degree, Master’s degree preferred
Must register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and obtain a unique identifier
Nice to have:
Bi-lingual Spanish
History of working with local NY Market market non-profit housing counseling agencies, diverse realtor organizations, and down payment assistance providers
Master’s degree
What we offer:
Discretionary and formulaic incentive and retention awards
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